Tech: What's Behind Roku's Double?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 17 November 2017
⏱️ 22 minutes
🧾️ Download transcript
Summary
Roku's first report as a publicly traded company couldn't have gone better. With a second look at their books, are we more sold on the long-term viability of the streaming company?
Editor's note: In the show, we mistakenly said that 1/3 of Roku's platform revenue comes from licensing. That 1/3 portion of the platform revenue is actually from content distribution, the licensing portion is much smaller.
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Transcript
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| 0:00.0 | Thanks to Harries for supporting Industry Focus. |
| 0:02.0 | Harries is so confident you're going to love their blades. |
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| 0:08.0 | All you have to do is pay for shipping. |
| 0:10.0 | Welcome to Industry Focus, the podcast that dives into a different sector to the stock market every day. |
| 0:16.0 | It's Friday, November 17th, and we're talking Roku and eating a little crow. |
| 0:20.0 | I'm your host Dylan Lewis, and I'm joined on Skype by fool.com senior tech specialist |
| 0:24.1 | Evan New. Evan what's going on? Not much. It's a big earnings release here for Roku's |
| 0:31.0 | first public first one was a public company. |
| 0:33.4 | I can't remember anything quite like what we've seen with Roku over the past week and a half, can you? |
| 0:39.6 | It's pretty wild. I mean, it's stock doubled in like three days. |
| 0:44.0 | Yeah, it is by far the hottest tech stock on the market right now. |
| 0:49.0 | They dropped their first earnings report last week and since then I think the stock's up over 110% and that rise is |
| 0:55.0 | absolutely baffling it puts them at just under a four billion dollar company |
| 0:59.2 | we're gonna do our best to explain what's going on on today's show. |
| 1:03.7 | I guess maybe to start we should just kind of run through the top line numbers from the earnings |
| 1:07.5 | report. |
| 1:08.5 | Sure, you go for it. |
| 1:10.3 | So the company clocked in with 124 million in revenue for the quarter which handily beat street expectations of 110 million for the top line. |
| 1:18.0 | The company is not yet profitable, lost 8 million during the quarter, and you look look over and that's not surprising given |
| 1:24.8 | the phase that they're at as a company you look over at some of the key metrics and |
| 1:29.0 | this is really where you get a flavor for what's going on for the business for them |
... |
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