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State of the Screens

Tiny Roku Fends Off Amazon and Thrives by Selling Ads

By August 23, 2019No Comments

Key numbers from Roku’s Q2 earnings:
1) 1.4M 
active accounts added in Q2
2) 30.5M total active accounts
3) 86% YoY increase in advertising revenue

Share of U.S. streaming box/stick sales in 2019-Q1 according to Strategy Analytics:
1) Roku – 39%
2) Amazon – 28%
3) Apple – 16%
4) Google – 13%
5) Other – 4%

Share of U.S. smart-TV OS sales in 2019-Q1 according to Strategy Analytics:
1) Roku – 33%
2) Samsung – 23%
3) Vizio – 16%
4) LG – 12%
5) Google – 9%
6)
 Amazon – 2%
7)
 Other – 5%

Market capitalization by company according to FactSet:
1) 
Apple – $900B
2) 
Amazon – $887B
3) 
Alphabet – $815B
4) 
Roku – $12B

Roku active accounts by quarter (YoY growth):
1) 
2017-Q2 – 15.1M
2) 
2018-Q2 – 22.0M (↑ 46%)
3) 2019-Q2 – 30.5M (↑ 39%)

Roku advertising revenue by quarter (YoY growth):
1) 2017-Q2 – $46M
2) 
2018-Q2 – $90M (↑ 96%)
3) 2019-Q2 – $168M (↑ 86%)

Roku advertising revenue per account by quarter (YoY growth):
1) 2017-Q2 – $3.05
2) 
2018-Q2 – $4.10 (↑ 35%)
3) 2019-Q2 – $5.50 (↑ 34%)

Roku total streaming hours by quarter (YoY growth):
1) 
2017-Q2 – 3.5B
2) 
2018-Q2 – 5.5B (↑ 57%)
3) 2019-Q2 – 9.4B (↑ 71%)

Roku streaming hours per account by quarter (YoY growth):
1) 2017-Q2 – 232
2) 
2018-Q2 – 250 (↑ 8%)
3) 2019-Q2 – 308 (↑ 23%)

Wow: The average Roku household is streaming 19 hours more per month than last year!

Roku advertising revenue per hour streamed by quarter (YoY growth):
1) 2017-Q2 – $0.013
2) 
2018-Q2 – $0.016 (↑ 25%)
3) 2019-Q2 – $0.018 (↑ 9%)

More #1: 73% of All Roku Sales Comes From Amazon, Best Buy, & Walmart

More #2: Roku expands its free, live TV selection with 5 more channels, including fubo’s Sports Network

More #3: Inside Roku’s Enormous Bet On AVOD

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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