Roku (ROKU) reported $1.02 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 15.8%. EPS of -$0.19 for the same period compares to -$0.35 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1 billion, representing a surprise of +1.61%. The company delivered an EPS surprise of +29.63%, with the consensus EPS estimate being -$0.27.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Roku performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Streaming Hours: 35.8 billion versus the four-analyst average estimate of 36.18 billion.
- Net Revenue- Platform: $880.82 million compared to the $877.40 million average estimate based on nine analysts. The reported number represents a change of +16.7% year over year.
- Net Revenue- Devices: $139.86 million compared to the $127.20 million average estimate based on nine analysts. The reported number represents a change of +10.6% year over year.
- Gross Profit- Platform: $464.31 million versus the nine-analyst average estimate of $460.57 million.
- Gross Profit- Devices: -$19.27 million versus -$9.64 million estimated by nine analysts on average.
View all Key Company Metrics for Roku here>>>
Shares of Roku have returned -4.5% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Roku, Inc. (ROKU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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