Roku, Inc.

NasdaqGS:ROKU Stock Report

Market Cap: US$11.7b

Roku Management

Management criteria checks 3/4

Roku's CEO is Anthony Wood, appointed in Oct 2002, has a tenure of 22.17 years. total yearly compensation is $20.22M, comprised of 5.9% salary and 94.1% bonuses, including company stock and options. directly owns 12.07% of the company’s shares, worth $1.41B. The average tenure of the management team and the board of directors is 2.5 years and 7.3 years respectively.

Key information

Anthony Wood

Chief executive officer

US$20.2m

Total compensation

CEO salary percentage5.9%
CEO tenure22.2yrs
CEO ownership12.1%
Management average tenure2.5yrs
Board average tenure7.3yrs

Recent management updates

Recent updates

Roku's Takeover Rumor And How It Impacts Investors

Dec 05

Roku: Must Better Monetizing Households To Boost Growth

Nov 18

Roku: A Long-Term Opportunity Amid Recent Drop

Nov 11

Roku: Market Sweats The Details Too Much

Oct 31

Why Roku's Stock Is Poised For Growth In A Rebounding Ad Market

Oct 03

Roku's Trade Desk Partnership Creating Robust Ad Revenue Runway

Sep 15

Revenues Tell The Story For Roku, Inc. (NASDAQ:ROKU) As Its Stock Soars 26%

Sep 06
Revenues Tell The Story For Roku, Inc. (NASDAQ:ROKU) As Its Stock Soars 26%

Roku's Stream Runs Dry: Time To Switch Channels

Sep 05

Roku: Focus On The Cash Flow Story

Aug 05

Roku: Operating Costs Not Justified By Growth

Jul 24

The Price Is Right For Roku, Inc. (NASDAQ:ROKU)

Jul 16
The Price Is Right For Roku, Inc. (NASDAQ:ROKU)

Roku: Cash-Rich But Fairly Priced (Downgrade)

Jul 01

Is There An Opportunity With Roku, Inc.'s (NASDAQ:ROKU) 45% Undervaluation?

Jun 21
Is There An Opportunity With Roku, Inc.'s (NASDAQ:ROKU) 45% Undervaluation?

Roku: Priced For A Disaster

May 31

Here's Why Shareholders May Want To Be Cautious With Increasing Roku, Inc.'s (NASDAQ:ROKU) CEO Pay Packet

May 31
Here's Why Shareholders May Want To Be Cautious With Increasing Roku, Inc.'s (NASDAQ:ROKU) CEO Pay Packet

Roku: Increased Pessimism Priced In

May 02

Roku Fears Overblown But Monetization Challenges Are Real

Apr 15

Roku Takes International Expansion And Loses ARPU

Mar 20

Roku, Inc. (NASDAQ:ROKU) Shares Could Be 49% Below Their Intrinsic Value Estimate

Mar 14
Roku, Inc. (NASDAQ:ROKU) Shares Could Be 49% Below Their Intrinsic Value Estimate

Roku: Under-Monetized, But There Are Threats (Rating Upgrade)

Feb 27

Roku: I Warned Investors To Flee. Now, It's Time To Return (Upgrade)

Feb 17

Roku: The Vertically Integrated Streaming Company

Feb 12

Why Investors Shouldn't Be Surprised By Roku, Inc.'s (NASDAQ:ROKU) P/S

Jan 26
Why Investors Shouldn't Be Surprised By Roku, Inc.'s (NASDAQ:ROKU) P/S

CEO Compensation Analysis

How has Anthony Wood's remuneration changed compared to Roku's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$172m

Jun 30 2024n/an/a

-US$493m

Mar 31 2024n/an/a

-US$567m

Dec 31 2023US$20mUS$1m

-US$710m

Sep 30 2023n/an/a

-US$868m

Jun 30 2023n/an/a

-US$661m

Mar 31 2023n/an/a

-US$665m

Dec 31 2022US$21mUS$1m

-US$498m

Sep 30 2022n/an/a

-US$237m

Jun 30 2022n/an/a

-US$46m

Mar 31 2022n/an/a

US$140m

Dec 31 2021US$18mUS$1m

US$242m

Sep 30 2021n/an/a

US$286m

Jun 30 2021n/an/a

US$230m

Mar 31 2021n/an/a

US$113m

Dec 31 2020US$15mUS$1m

-US$18m

Sep 30 2020n/an/a

-US$101m

Jun 30 2020n/an/a

-US$139m

Mar 31 2020n/an/a

-US$105m

Dec 31 2019US$13mUS$1m

-US$60m

Sep 30 2019n/an/a

-US$37m

Jun 30 2019n/an/a

-US$22m

Mar 31 2019n/an/a

-US$12m

Dec 31 2018US$8mUS$1m

-US$9m

Sep 30 2018n/an/a

-US$9m

Jun 30 2018n/an/a

-US$45m

Mar 31 2018n/an/a

-US$61m

Dec 31 2017US$4mUS$836k

-US$64m

Compensation vs Market: Anthony's total compensation ($USD20.22M) is above average for companies of similar size in the US market ($USD12.88M).

Compensation vs Earnings: Anthony's compensation has been consistent with company performance over the past year.

CEO

Anthony Wood (58 yo)

22.2yrs

Tenure

US$20,218,958

Compensation

Mr. Anthony J. Wood founded Roku, Inc. in 2002 and has been its Chairman of the Board and Chief Executive Officer since February 2008 and October 2002 respectively. He has been President of Roku Inc. since...

Leadership Team

NamePositionTenureCompensationOwnership
Anthony Wood
Founder22.2yrsUS$20.22m12.07%
$ 1.4b
Dan Jedda
Chief Financial Officer1.6yrsUS$18.73m0.044%
$ 5.2m
Mustafa Ozgen
President of Devices5.8yrsUS$7.07m0.017%
$ 2.0m
Gidon Katz
SVP of Platform Products and User Experience2.9yrsUS$7.41m0.014%
$ 1.6m
Charlie Collier
President of Roku Media2.2yrsUS$6.84m0.00055%
$ 64.4k
Matthew Banks
VP, Corporate Controller & Chief Accounting Officer2yrsno data0.0049%
$ 568.7k
Conrad Grodd
Vice President of Investor Relationsno datano datano data
Adele Louise Pentland
Senior VP & General Counselless than a yearno data0.0088%
$ 1.0m
Gilbert Fuchsberg
Senior Vice President of Subscriptions2.9yrsno data0.029%
$ 3.4m

2.5yrs

Average Tenure

52.5yo

Average Age

Experienced Management: ROKU's management team is considered experienced (2.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Anthony Wood
Founder16.8yrsUS$20.22m12.07%
$ 1.4b
Ray Rothrock
Independent Director10.3yrsUS$371.69k0.028%
$ 3.3m
Neil Hunt
Independent Director7.3yrsUS$354.69k0.0040%
$ 463.4k
Laurie Hodrick
Independent Director4yrsUS$371.69k0.0028%
$ 328.8k
Ravi Ahuja
Independent Director11.8yrsUS$364.69k0.0040%
$ 463.4k
Jeffrey Blackburn
Independent Director1.5yrsUS$331.03k0.0070%
$ 819.1k
Gina Luna
Independent Director4yrsUS$356.69k0.0028%
$ 328.8k
Jeffrey Hastings
Director13.3yrsUS$346.69k0.0040%
$ 463.4k
Rowenna Fyfield
Independent Director6.6yrsUS$356.69k0.0022%
$ 262.1k

7.3yrs

Average Tenure

58yo

Average Age

Experienced Board: ROKU's board of directors are considered experienced (7.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:46
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Roku, Inc. is covered by 44 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard KramerArete Research Services LLP
David MakArete Research Services LLP
Vikram KesavabhotlaBaird