# Roku, Inc: overview

ROKU · Nasdaq · CIK 1428439 · [Communication](/sectors/communication.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/roku.md) · [Financials](/companies/roku/financials.md) · [Filings](/companies/roku/filings.md) · [Insiders](/companies/roku/insiders.md)

Latest reported revenue: [$1.35bn](/filings/0001628280-26-054335.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-054335).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,062](/filings/0001628280-25-047808.md) | [1,201 d](/filings/0001628280-26-008114.md) | [1,021](/filings/0001628280-26-029310.md) | [1,111](/filings/0001628280-26-054335.md) | [1,211](/filings/0001628280-25-047808.md) | [1,395 d](/filings/0001628280-26-008114.md) | [1,249](/filings/0001628280-26-029310.md) | [1,355](/filings/0001628280-26-054335.md) |
| Gross margin | % | [45.2%](/filings/0001628280-25-047808.md) | [42.7% d](/filings/0001628280-26-008114.md) | [43.6%](/filings/0001628280-26-029310.md) | [44.8%](/filings/0001628280-26-054335.md) | [43.4%](/filings/0001628280-25-047808.md) | [43.5% d](/filings/0001628280-26-008114.md) | [45.2%](/filings/0001628280-26-029310.md) | [49.7%](/filings/0001628280-26-054335.md) |
| Operating margin | % | [(3.4%)](/filings/0001628280-25-047808.md) | [(3.3%) d](/filings/0001628280-26-008114.md) | [(5.7%)](/filings/0001628280-26-029310.md) | [(2.1%)](/filings/0001628280-26-054335.md) | [0.8%](/filings/0001628280-25-047808.md) | [4.7% d](/filings/0001628280-26-008114.md) | [4.1%](/filings/0001628280-26-029310.md) | [10.8%](/filings/0001628280-26-054335.md) |
| Net margin | % | [(0.9%)](/filings/0001628280-25-047808.md) | [(3.0%) d](/filings/0001628280-26-008114.md) | [(2.7%)](/filings/0001628280-26-029310.md) | [0.9%](/filings/0001628280-26-054335.md) | [2.0%](/filings/0001628280-25-047808.md) | [5.8% d](/filings/0001628280-26-008114.md) | [6.9%](/filings/0001628280-26-029310.md) | [12.1%](/filings/0001628280-26-054335.md) |
| Diluted EPS | $ per share | [(0.06)](/filings/0001628280-25-047808.md) | not reported | [(0.19)](/filings/0001628280-26-029310.md) | [0.07](/filings/0001628280-26-054335.md) | [0.16](/filings/0001628280-25-047808.md) | not reported | [0.57](/filings/0001628280-26-029310.md) | [1.08](/filings/0001628280-26-054335.md) |
| Free cash flow | $m | [67.6 d](/filings/0001628280-25-047808.md) | [76.8 d](/filings/0001628280-26-008114.md) | [137](/filings/0001628280-26-029310.md) | [109 d](/filings/0001628280-26-054335.md) | [126 d](/filings/0001628280-25-047808.md) | [107 d](/filings/0001628280-26-008114.md) | [196](/filings/0001628280-26-029310.md) | [281 d](/filings/0001628280-26-054335.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [2,765](/filings/0001428439-24-000011.md) | [3,127](/filings/0001428439-25-000013.md) | [3,485](/filings/0001628280-26-008114.md) | [4,113](/filings/0001628280-26-008114.md) | [4,737](/filings/0001628280-26-008114.md) |
| Gross margin | % | [51.0%](/filings/0001428439-24-000011.md) | [46.1%](/filings/0001428439-25-000013.md) | [43.7%](/filings/0001628280-26-008114.md) | [43.9%](/filings/0001628280-26-008114.md) | [43.8%](/filings/0001628280-26-008114.md) |
| Operating margin | % | [8.5%](/filings/0001428439-24-000011.md) | [(17.0%)](/filings/0001428439-25-000013.md) | [(22.7%)](/filings/0001628280-26-008114.md) | [(5.3%)](/filings/0001628280-26-008114.md) | [(0.1%)](/filings/0001628280-26-008114.md) |
| Net margin | % | [8.8%](/filings/0001428439-24-000011.md) | [(15.9%)](/filings/0001428439-25-000013.md) | [(20.4%)](/filings/0001628280-26-008114.md) | [(3.1%)](/filings/0001628280-26-008114.md) | [1.9%](/filings/0001628280-26-008114.md) |
| Diluted EPS | $ per share | [1.71](/filings/0001428439-24-000011.md) | [(3.62)](/filings/0001428439-25-000013.md) | [(5.01)](/filings/0001628280-26-008114.md) | [(0.89)](/filings/0001628280-26-008114.md) | [0.59](/filings/0001628280-26-008114.md) |
| Free cash flow | $m | [188](/filings/0001428439-24-000011.md) | [(150)](/filings/0001428439-25-000013.md) | [173](/filings/0001628280-26-008114.md) | [213](/filings/0001628280-26-008114.md) | [478](/filings/0001628280-26-008114.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/roku/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.85bn | 13,381,980 |  | Added +5,955,685 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $818.6m | 5,926,115 |  | Added +50,069 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $811.7m | 5,875,815 |  | Reduced −582,444 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $733.6m | 5,310,616 |  | Reduced −11,700,444 |
| [Pentwater Capital Management LP](/funds/1425851.md) | 2026-06-30 | $597.5m | 4,325,000 |  | New +4,325,000 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $568.5m | 4,115,278 |  | Added +1,852,567 |
| [Balyasny Asset Management L.P.](/funds/1218710.md) | 2026-06-30 | $434.8m | 3,147,789 |  | Added +2,919,202 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $424.0m | 3,064,548 |  | Added +283,648 |
| [GOLDMAN SACHS GROUP INC](/funds/886982.md) | 2026-06-30 | $366.0m | 2,649,231 |  | Added +1,694,707 |
| [SCHRODER INVESTMENT MANAGEMENT GROUP](/funds/1086619.md) | 2026-06-30 | $286.3m | 2,072,383 |  | Reduced −235,631 |

## Recent filings

[All 1,211 filings](/companies/roku/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-15 | 01:20 ET | [8-K](/filings/0001140361-26-039632.md) | 5.07 Shareholder vote results | 0001140361-26-039632 |
| 2026-10-06 | 20:40 ET | [8-K](/filings/0001140361-26-038812.md) | 8.01 Other events | 0001140361-26-038812 |
| 2026-09-09 | 13:26 ET | [8-K](/filings/0001140361-26-035990.md) | 8.01 Other events | 0001140361-26-035990 |
| 2026-08-06 | 20:15 ET | [10-Q](/filings/0001628280-26-054335.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054335 |
| 2026-08-06 | 20:12 ET | [8-K](/filings/0001628280-26-054321.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-054321 |
| 2026-06-18 | 20:42 ET | [8-K](/filings/0001628280-26-044373.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-044373 |
| 2026-06-17 | 20:02 ET | [8-K](/filings/0001628280-26-043866.md) | 5.07 Shareholder vote results | 0001628280-26-043866 |
| 2026-06-15 | 11:47 ET | [8-K](/filings/0001140361-26-025115.md) | 1.01 Entry into a material agreement; 8.01 Other events; 9.01 Financial statements and exhibits | 0001140361-26-025115 |
| 2026-05-01 | 20:04 ET | [10-Q](/filings/0001628280-26-029310.md) | Quarterly report, period 2026-03-31 | 0001628280-26-029310 |
| 2026-04-30 | 20:01 ET | [8-K](/filings/0001628280-26-028851.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-028851 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-008114.md), filed Feb 13, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/8a37ccf2-cc1b-463e-984f-a911a78ce32e)

## About the filer

- CIK: 1428439
- Tickers: ROKU
- Exchange: Nasdaq
- SIC code: 4841 Cable & Other Pay Television Services
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:39 ET. No prices; not investment advice.