{"filings":[{"id":2106085,"accession_number":"0001628280-26-054321","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-08-06T20:12:49+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q2 2026: Revenue $1.35B (+22% YoY), Net Income $164M record; pending FOX acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $1.35B, up 22% YoY; Platform revenue $1.22B, up 25% YoY.","Net income $164M, Adjusted EBITDA $254M, Free Cash Flow TTM $704M – all record highs.","Advertising revenue $673M (+25% YoY), gross margin 62.4% (+650bps YoY); Subscriptions $548M (+26% YoY).","Devices revenue $134M (-1% YoY); gross margin 20.1% benefited from IEEPA refund; ex-refund would be (7.6%).","Pending acquisition by FOX announced June 15; no earnings call or outlook provided."],"consensus_eps_estimate":null,"consensus_eps_actual":1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":2603569000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1139756,"accession_number":"0001628280-26-044373","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-06-18T20:42:03+00:00","items":["8.01","9.01"],"status":"ready","headline":"Roku splits Platform segment into Advertising and Subscriptions; recasts prior periods","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["New segments: Advertising, Subscriptions, and Devices; Platform segment eliminated.","Change effective Q1 2026; 2025 Form 10-K recast to reflect new segment presentation.","CODM (CEO) uses three-segment structure to allocate resources and assess performance.","Reclassified revenue from Content Distribution and Premium Subscriptions into Subscriptions segment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1110917,"accession_number":"0001628280-26-043866","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-06-17T20:02:40+00:00","items":["5.07"],"status":"ready","headline":"Roku stockholders approve director slate, say-on-pay (85.4%), and auditor (99.5%)","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jeffrey Hastings elected with 83.8% votes in favor (209.7M for, 40.6M withheld).","Neil Hunt and Anthony Wood elected with 94.9% and 91.8% approval respectively.","Advisory say-on-pay approved with 85.4% support (213.8M for, 36.3M against).","Ratification of Deloitte as independent auditor passed with 99.5% (268.5M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1038877,"accession_number":"0001140361-26-025115","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-06-15T11:47:46+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Fox to acquire Roku for $96 cash + 0.9693 Fox shares per share; Roku shareholders to own ~27% of combined company","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each Roku share converts to 0.9693 Fox Class A shares and $96 cash; Roku stockholders will own ~27% of combined entity.","Anthony Wood and affiliates, holding ~55% of Roku voting power, have agreed to vote in favor of the deal.","Termination fees: Fox pays Roku $1.237B if deal fails due to antitrust issues; Roku pays Fox $866M if it accepts a superior proposal.","Transaction expected to close by June 14, 2027, subject to regulatory approvals and stockholder votes.","Roku's board unanimously approved the merger; Roku common stock will be delisted from Nasdaq upon closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92812,"accession_number":"0001628280-26-028851","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q1 net income $86M, revenue $1.25B (+22% YoY); raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $1.25B (+22% YoY); Platform revenue $1.13B (+28%); net income $86M vs loss year ago.","Adjusted EBITDA $148M (+165% YoY); Free Cash Flow TTM $538.8M (+81%).","Advertising rev $613M (+27%); Subscriptions rev $519M (+30%); both new operating segments.","Raised FY2026 outlook: total revenue $5.535B, Platform ~$5B (+21%), Adj. EBITDA $675M.","Repurchased $100M in Q1; $250M total under $400M buyback program since Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1248879000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92811,"accession_number":"0001628280-26-024842","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Roku splits Platform segment into Advertising and Subscriptions; provides historical segment data","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY2025 Advertising revenue $2,327.8M (gross margin 57.8%); Subscriptions revenue $1,817.1M (gross margin 44.6%).","New segments effective Q1 2026; consolidated results reported April 30, 2026 unchanged.","FY2025 total gross profit $2,074.4M; operating loss $(5.6)M; adjusted EBITDA $420.5M.","FY2025 free cash flow $483.6M; net income $88.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103954,"accession_number":"0001628280-26-007670","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q4 rev $1.395B (+16% YoY), FY 2025 net income positive; guides FY 2026 revenue $5.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY 2025 total net revenue $4.737B (+15% YoY); platform revenue $4.145B (+18%); first year of positive net income.","Q4 2025 total net revenue $1.395B (+16% YoY); net income $80.5M vs loss year ago; Adjusted EBITDA $169.4M (+119%)","FY 2026 guidance: total net revenue $5.5B; Adjusted EBITDA $635M; platform revenue growth 18%; expects 100M streaming households.","Repurchased $150M shares under $400M buyback program; stock-based compensation declining; positive free cash flow $483.6M (TTM).","Devices revenue $592M, flat YoY; launched Hiro Roku TV at Target; expanded Premium Subscriptions to Mexico and international markets."],"consensus_eps_estimate":null,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":4737251000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120226,"accession_number":"0001628280-25-047527","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q3 revenue $1.211B (+14% YoY); first positive op income since 2021; raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $1.211B (+14% YoY); platform revenue $1.065B (+17% YoY), above guidance.","Operating income $9.5M (first positive since 2021); net income $24.8M; Adj. EBITDA $116.9M (+19% YoY).","Raised FY2025 platform revenue outlook to $4.11B; Adj. EBITDA to $395M; also repurchased $50M in stock.","Devices revenue $146M (-5% YoY) with gross loss $23M; total gross profit $525M (+9% YoY).","Streaming hours 36.5B (+4.5B YoY); The Roku Channel remains #2 FAST service in U.S."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":3342348000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136804,"accession_number":"0001428439-25-000035","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Roku Q2 revenue $1.11B (+15% YoY), raises FY Platform revenue outlook to $4.075B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $1,111M (+15% YoY); Platform revenue $975M (+18% YoY); Adjusted EBITDA $78.2M (+79% YoY).","FY2025 Platform revenue outlook raised to $4.075B (16% YoY growth); Adjusted EBITDA outlook raised to $375M.","Board approves $400M stock repurchase program through Dec 31, 2026 to offset dilution.","Dan Jedda appointed CFO and COO, effective July 28, 2025; previously CFO since May 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":2131710000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154030,"accession_number":"0001428439-25-000027","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K/A","filed_at":"2025-06-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Roku board adopts annual say-on-pay frequency based on stockholder vote","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders expressed preference for annual say-on-pay at June 11, 2025 annual meeting.","Board determined to hold say-on-pay votes every year until next required frequency vote.","Next advisory vote on frequency will occur no later than the 2031 annual meeting.","Decision matches board's original recommendation in proxy statement for the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154033,"accession_number":"0001428439-25-000023","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Roku shareholders elect Blackburn, Luna, Rothrock; 78.6% approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class II directors Jeffrey Blackburn (98.1%), Gina Luna (97.1%), Ray Rothrock (86.3%) elected for three-year terms.","Advisory vote on executive compensation passed with 78.6% of votes in favor.","Stockholders selected one-year frequency for future say-on-pay votes (99.4% in favor).","Ratification of Deloitte & Touche as auditor for FY2025 approved with 99.1% of votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154032,"accession_number":"0001428439-25-000019","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Roku General Counsel Louise Pentland to resign effective May 16, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Louise Pentland, SVP and General Counsel, resigns effective May 16, 2025 to pursue another opportunity.","Resignation not due to any disagreement with Roku or its Board on operations, policies, or practices.","Roku will conduct an executive search for a successor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154031,"accession_number":"0001428439-25-000015","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q1 revenue $1.02B (+16% YoY); acquires Frndly TV; reaffirms FY Platform rev $3.95B, Adj EBITDA $350M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Platform revenue $881M (+17% YoY), in line with outlook; Platform gross margin 52.7%.","Devices revenue $140M above outlook but gross margin negative 14% due to holiday promo carryover.","Operating loss improved to $57.7M (vs $72M Q1 2024); Adjusted EBITDA $56M.","Streaming hours 35.8B (+5.1B YoY); The Roku Channel #2 in U.S. by engagement.","Acquired Frndly TV (subscription streaming service) to boost Platform revenue and Roku-billed subscriptions."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":1020672000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172663,"accession_number":"0001140361-25-010875","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-03-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Roku director Ravi Ahuja to resign June 11, 2025; board to shrink to eight","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ravi Ahuja (President/CEO of Sony Pictures Entertainment) resigns from Roku board effective June 11, 2025.","Resignation due to time commitment of his new role; not due to any disagreement with Roku or its board.","Board size will be reduced from nine to eight directors upon his departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172662,"accession_number":"0001428439-25-000008","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q4 Platform revenue $1.035B (+25% YoY); expects operating income positive in 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total net revenue $1.201B (+22% YoY); Platform revenue $1.035B (+25% YoY).","Streaming Households 89.8M, net adds 9.8M in 2024; Streaming Hours 34.1B in Q4 (+18% YoY).","FY2025 guidance: total net revenue $4.61B, Adjusted EBITDA $350M; operating income positive expected in 2026.","The Roku Channel streaming hours up 82% YoY; Q4 Premium Subscription net adds highest since launch.","Company will stop reporting quarterly Streaming Households and ARPU starting Q1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":4112898000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172661,"accession_number":"0001140361-25-000376","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2025-01-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Roku SVP Gidon Katz to depart effective April 15, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gidon Katz, SVP Platform Products & User Experience, will leave Roku effective April 15, 2025.","Departure is by mutual agreement; severance benefits per his existing employment contract.","No successor or interim replacement for Katz has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189672,"accession_number":"0001428439-24-000040","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q3 revenue tops $1B for first time, up 16% YoY; Adj. EBITDA $98.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $1.062B (+16% YoY); Platform revenue $908M (+15% YoY).","Gross profit $480M (+30% YoY); fifth straight positive Adj. EBITDA of $98.2M.","Streaming Hours 32.0B (+20% YoY); ARPU flat at $41.10.","Q4 guidance: revenue $1.14B, Adj. EBITDA $30M, net loss $(65)M.","Will stop reporting Streaming Households quarterly starting Q1 2025; focus on Platform revenue and profitability."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":2911851000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206162,"accession_number":"0001428439-24-000036","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku amends Executive Supplemental Stock Option Program; SVP+ salary-for-option exchange","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee approved amendments to Executive Supplemental Stock Option Program effective January 1, 2025.","Eligible executives (SVP+, excluding CEO) may reduce annual base salary in exchange for monthly fully vested non-statutory stock options.","Monthly option grant formula: (salary reduction per month) / (FMV / Stock Option Ratio); ratio reviewed annually by committee.","Options fully vested on grant, exercise price at FMV, 10-year term; election irrevocable after enrollment deadline.","Withdrawal permitted only for unforeseeable emergency during open trading window; automatic withdrawal on employment change or reduction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206161,"accession_number":"0001140361-24-041308","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-09-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Roku enters $300M revolving credit facility, maturing 2029, with option to increase","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Five-year $300M revolving credit facility, with up to $300M uncommitted increase option.","Includes $100M sub-facility for letters of credit; Citibank N.A. is administrative agent.","Borrowings may be used for general corporate purposes, including working capital.","Facility secured by substantially all assets; covenants require minimum interest coverage and max leverage.","Lenders include Citibank, MUFG, Bank of America; matures September 16, 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206160,"accession_number":"0001428439-24-000031","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q2 revenue $968M (+14% YoY), fourth straight positive Adj EBITDA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $968M, up 14% YoY; Platform revenue $824M (+11%), Devices $144M (+39%).","Streaming Households 83.6M (+14% YoY); Streaming Hours 30.1B (+20% YoY); ARPU flat at $40.68.","Adjusted EBITDA $43.6M, positive for 4th consecutive quarter; Free Cash Flow TTM $317.9M.","Q3 guidance: revenue ~$1.01B (+11% YoY), gross profit $440M, Adj EBITDA $45M; Q4 Platform growth to accelerate.","New ad partnerships with The Trade Desk and iSpot; MLB Sunday Leadoff rights acquired; Home Screen video marquee ad beta sold out."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":1849648000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223214,"accession_number":"0001428439-24-000027","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Roku shareholders approve amended 2017 equity plan, re-elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved Restated 2017 Equity Incentive Plan (76.1% in favor), extending evergreen provision to Jan 1, 2034.","Director elections: Ravi Ahuja (87.6%), Mai Fyfield (98.8%), Laurie Simon Hodrick (98.8%) elected to Class I.","Advisory vote on executive compensation: 86.1% in favor.","Ratification of Deloitte & Touche as auditor for FY2024: 99.4% in favor.","Plan share reserve includes up to 28M returning shares plus 5% annual increase through 2034."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223213,"accession_number":"0001428439-24-000016","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q1 revenue $882M (+19% YoY), positive adjusted EBITDA $40.9M, issues Q2 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue of $882M, up 19% YoY; platform revenue $755M, also up 19%.","Streaming Households grew to 81.6M (+14% YoY); Streaming Hours 30.8B (+23% YoY).","Adjusted EBITDA positive for third consecutive quarter at $40.9M; operating loss narrowed to $(72)M.","Q2 guidance: revenue ~$935M, gross profit ~$410M, adjusted EBITDA ~$30M.","ARPU flat at $40.65 TTM as international mix grows; Roku Channel is #3 app by reach and engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":881469000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242704,"accession_number":"0001428439-24-000007","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q4 revenue $984M (+14% YoY); 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positive Adjusted EBITDA $43M; active accounts up 2.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $912M (+20% YoY); platform rev $787M (+18%); gross profit $369M (+3%, +22% ex-restructuring).","Active accounts 75.8M (+2.3M QoQ); streaming hours 26.7B (+4.9B YoY); ARPU $41.03 (-7% YoY).","Adjusted EBITDA of $43M positive; Q4 guidance: revenue ~$955M, gross profit ~$405M, Adj. EBITDA $10M.","Incurred $62M restructuring charge for content removal; platform gross margin ex-restructuring 56%."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":2500194000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277373,"accession_number":"0001193125-23-228986","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["2.05","2.06","7.01"],"status":"ready","headline":"Roku to cut 10% of workforce, record up to $265M in impairment and restructuring charges, lowers Q3 outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction affecting ~10% of employees; restructuring charge estimated $45M-$65M.","Impairment charges: $160M-$200M for office facilities, $55M-$65M for content removal.","Q3 FY2023 revenue guidance revised to $835M-$875M; adjusted EBITDA now -$40M to -$20M.","Majority of charges expected in Q3 2023; workforce reduction substantially complete by Q4 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277372,"accession_number":"0001428439-23-000032","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-08-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku enters employment contract with President Gidon Katz due to UK relocation, salary unchanged at $2.8M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gidon Katz, President Consumer Experience, signed employment contract effective August 1, 2023, due to relocation from US to UK.","Annual base salary remains $2.8 million; prior equity awards continue vesting on original terms.","Contract term extends until August 1, 2025, subject to earlier termination with three months' notice.","Katz eligible for standard UK subsidiary benefits including pension, insurance, and holidays.","No change in role or responsibilities; arrangement formalizes terms for UK-based employment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277371,"accession_number":"0001428439-23-000024","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q2 revenue up 11% to $847M; operating loss widens; Q3 rev guidance $815M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $847M (+11% YoY); Platform revenue $744M (+11% YoY).","Active Accounts 73.5M (+1.9M QoQ); Streaming Hours 25.1B (+21% YoY).","Loss from operations widened to $126.0M from $110.5M a year ago.","Adjusted EBITDA loss of $17.8M; Q3 guidance: rev $815M, gross profit $355M, Adj. EBITDA ($50M).","ARPU declined 7% YoY to $40.67; The Roku Channel streaming hours grew >50% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":1588176000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295270,"accession_number":"0001428439-23-000020","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Roku annual meeting results: directors elected, say-on-pay passed at 79%, auditor ratified at 99.7%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Class II director Jeffrey Blackburn elected with 99.8% for; Class III directors Hastings (89.2%), Hunt (90.1%), Wood (91.3%) elected.","Advisory say-on-pay proposal approved with 79.0% of votes for (191.7M for, 50.6M against, 180.7K abstain).","Ratification of Deloitte & Touche as independent auditor for FY2023 approved with 99.7% for (265.6M for, 528.3K against, 243.3K abstain).","Broker non-votes on director elections and say-on-pay totaled 23,783,532 shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295269,"accession_number":"0001428439-23-000013","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q1 revenue $741M (+1% YoY); operating loss widens to $212.5M; CFO Dan Jedda hired","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $741M (+1% YoY); Platform revenue $635M (-1%); Gross profit $338M (-7%).","Active Accounts 71.6M (+1.6M QoQ); Streaming Hours 25.1B (+20% YoY); ARPU $40.67 (-5% YoY).","Operating loss $212.5M (vs. $23.5M loss in Q1 22); Adj. EBITDA -$69.1M (vs. +$57.6M).","Q2 guidance: revenue ~$770M, gross profit ~$335M, Adj. EBITDA -$75M; targets positive Adj. EBITDA for FY 2024.","Dan Jedda named CFO effective May 1; Steve Louden transitions to executive advisor through August 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":740990000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315838,"accession_number":"0001193125-23-084450","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-03-30T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Roku approves restructuring plan affecting ~200 employees (6% of workforce), expects $30-35M charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan approved March 29, 2023; impacts ~200 employees (6% of workforce) and exit/sublease of unused office facilities.","Estimated non-recurring charges of $30-35M, primarily severance, benefits, and impairment on office facilities.","Majority of charges expected in Q1 2023; headcount reductions substantially complete by end of Q2 2023.","Restructuring aims to lower year-over-year operating expense growth and prioritize higher-ROI projects."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315837,"accession_number":"0001428439-23-000010","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Roku discloses ~$487M (26% of cash) held at failed Silicon Valley Bank, recovery uncertain","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total cash and equivalents ~$1.9B as of March 10, 2023.","Approximately $487M held at SVB, representing ~26% of total cash; largely uninsured.","SVB closed by regulators; FDIC appointed receiver; uninsured depositors face uncertainty.","Roku expects existing cash and cash flow to fund operations for next 12 months and beyond.","Remaining $1.4B cash is distributed across multiple large financial institutions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315836,"accession_number":"0001193125-23-063903","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku appoints Dan Jedda as CFO effective May 1, replacing Steve Louden","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dan Jedda named CFO effective May 1, 2023; Steve Louden steps down and will advise through August.","Jedda joins from Stitch Fix (CFO since 2020); previously 15 years at Amazon as VP/CFO for digital video, music, advertising.","Compensation: $2.1M base salary, $15.6M equity award (4-year vest), and $50K one-time payment.","Jedda will report to CEO Anthony Wood; company targets positive adjusted EBITDA next year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315835,"accession_number":"0001428439-23-000003","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2023-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q4 revenue flat at $867M, operating loss $250M; guides Q1 rev ~$700M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total net revenue $867.1M (flat YoY); Platform revenue $731.3M (+5%), Devices revenue $135.8M (-18%).","Q4 gross profit $364.4M (-4%); operating loss $249.9M vs $21.4M income a year ago.","Full-year 2022 revenue $3.1B (+13%); Platform revenue $2.7B (+20%); gross profit $1.4B (+2%).","Active Accounts 70M (+16% YoY); ARPU $41.68 (+2%); Streaming Hours 87.4B (+23%).","Q1 2023 outlook: rev ~$700M, gross profit ~$310M, adj. EBITDA -$110M; targeting positive adj. EBITDA for FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":3126534000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334167,"accession_number":"0001428439-22-000038","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-12-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Roku appoints Matthew Banks as CAO; base salary $1.2M, equity awards $2.62M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Banks appointed VP, Corporate Controller and CAO effective Dec 13, 2022; will serve as principal accounting officer.","CFO Steve Louden relinquishes principal accounting officer role but remains principal financial officer.","Banks receives $1.2M base salary, $1.12M market adjustment equity (4-yr vest), and $1.5M retention equity (2-yr vest).","Banks previously held senior roles at Meta, Yahoo!, and Ernst & Young; joined Roku in Feb 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334166,"accession_number":"0001193125-22-287240","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-11-17T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Roku cuts ~200 jobs, expects $28-31M in restructuring charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan reduces headcount expenses by 5%, affecting ~200 US employee positions.","Non-recurring charges of $28-31M for severance, benefits, and related costs.","Majority of charges expected in Q4 2022; cash payments complete by Q1 2023.","Move aims to slow 2023 operating expense growth amid current economic conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334165,"accession_number":"0001428439-22-000033","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku CFO Steve Louden to depart in 2023 after transition period","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Steve Louden plans to leave the Company after helping recruit and transition his successor.","Transition expected to occur sometime in 2023; executive search for Louden's replacement to commence.","No immediate departure; Louden will assist in onboarding a successor before leaving."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334164,"accession_number":"0001428439-22-000032","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q3 revenue $761M (+12% YoY); operating loss $147M; weak Q4 guide","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Added 2.3M active accounts to reach 65.4M; streaming hours 21.9B (+21% YoY).","Platform revenue $670M (+15% YoY); total gross profit $357M (-2% YoY).","Q4 outlook: revenue ~$800M (down YoY); adjusted EBITDA -$135M.","CFO Steve Louden plans to leave in 2023 after recruiting successor.","Ad market weakness continues; expect scatter declines into next year."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":2259478000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351580,"accession_number":"0001193125-22-244792","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-09-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku amends severance plan for VPs and above; adds clawback provision","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee amended Severance Benefit Plan on Sept 13, 2022.","Plan covers officers at VP level and above; provides severance on Qualifying Termination.","For non-CEO, severance multiplier is 9; for CEO, multiplier is 12 months of Monthly TCR or Base Salary.","Amended plan includes specific reference to Company's ability to recoup incentive compensation (clawback).","Plan revisions include administrative changes, definitional updates, and conforming updates to laws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351579,"accession_number":"0001428439-22-000020","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku reports Q2 revenue up 18% to $764M, warns of ad slowdown and withdraws FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total net revenue grew 18% YoY to $764M; platform revenue up 26% to $673M.","Added 1.8M active accounts to reach 63.1M; streaming hours 20.7B, down from prior quarter.","Q3 outlook: revenue ~$700M (3% YoY), gross profit $325M, adjusted EBITDA -$75M.","Cites significant slowdown in TV ad spend due to macro; expects challenges to continue.","Surpassed $1B in Upfront commitments but withdrew full-year revenue growth estimate due to uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":1498105000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368967,"accession_number":"0001193125-22-171963","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-06-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Roku shareholders elect directors, approve say-on-pay, ratify Deloitte at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class II directors Gina Luna (92.2% for) and Ray Rothrock (90.1% for) elected.","Class III director Jeffrey Hastings elected with 91.3% of votes in favor.","Advisory say-on-pay approved: 218,216,756 for (94.4%), 12,861,091 against.","Ratification of Deloitte & Touche LLP as auditor for FY2022 passed with 99.8% support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368966,"accession_number":"0001428439-22-000013","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q1 2022 revenue $734M (+28% YoY), operating loss $23.5M; Q2 rev guidance $805M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $734M, up 28% YoY; platform revenue $647M, up 39% YoY.","Income from operations -$23.5M vs +$75.8M a year ago; adjusted EBITDA $57.6M, down 54%.","Active Accounts 61.3M (+1.1M QoQ); Streaming Hours 20.9B; ARPU $42.91 (+34% YoY).","Q2 2022 outlook: net revenue ~$805M, gross profit ~$395M, net loss ~$109M, adj. EBITDA breakeven.","Full-year 2022 revenue growth still expected at 35% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":733699000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388220,"accession_number":"0001428439-22-000006","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku reports record FY2021 revenue of $2.765B, but Q4 profits decline; guides Q1 revenue $720M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2021 total net revenue $2.765B (+55% YoY); platform revenue $2.285B (+80% YoY).","Active accounts 60.1M (+8.9M YoY); ARPU $41.03 (+43% YoY); streaming hours 73.2B (+25% YoY).","Q4 operating income $21.4M (-67% YoY); adjusted EBITDA $86.7M (-24% YoY); gross margin 43.9%.","Q1 2022E: revenue $720M (+25% YoY), gross profit $360M, adjusted EBITDA $55M; full-year revenue growth expected 35%.","Player gross margin worsened to -28.4% in Q4 due to supply chain disruptions; expects near-term pressure."],"consensus_eps_estimate":null,"consensus_eps_actual":1.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":2764584000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388219,"accession_number":"0001193125-22-004090","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2022-01-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku SVP and GM of Platform Business Scott Rosenberg to step down in spring 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott Rosenberg plans to step down as SVP and GM of Platform Business in spring 2022.","He joined Roku in 2012 and led the Platform Business since 2017, playing a key role in the IPO.","Company has commenced executive search for successor; Rosenberg will assist with transition.","No replacement has been announced yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406147,"accession_number":"0001564590-21-053955","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q3 revenue up 51% to $680M; ARPU surpasses $40 milestone","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $680M (+51% YoY); platform revenue $583M (+82% YoY).","ARPU reached $40.10 (+49% YoY); active accounts 56.4M (+1.3M QoQ).","Player gross margin turned negative at -15% due to supply chain costs; company views as temporary.","The Roku Channel top 5 by reach; streaming hours 18.0B (+21% YoY).","Q4 outlook: revenue $885-900M; adjusted EBITDA $65-75M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1899255000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406146,"accession_number":"0001193125-21-289768","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2021-10-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Roku adopts Executive Supplemental Stock Option Program for CEO and SVPs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Program allows executives to reduce annual base salary in exchange for monthly grants of fully vested nonstatutory stock options.","Elections must be made during the last open trading window of the prior year and are irrevocable except for unforeseeable emergencies.","Monthly grants are determined by formula using salary reduction amount, closing stock price, and a Black-Scholes-based ratio.","Options are fully vested on grant date, exercisable for up to ten years, and administered under the 2017 Equity Incentive Plan.","Program effective starting calendar year 2022; Compensation Committee may adjust the Stock Option Ratio annually."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":425151,"accession_number":"0001564590-21-040814","cik":1428439,"company_name":"ROKU, INC","ticker":"ROKU","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Roku Q2 2021 revenue $645M (+81% YoY); platform revenue $532M (+117%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total net revenue $645.1M, up 81% YoY; platform revenue $532.3M, up 117% YoY.","Gross profit $338.3M (+130% YoY); platform gross margin 64.8% vs 56.6% YoY.","Active accounts 55.1M (+1.5M QoQ); ARPU $36.46 (+46% YoY); streaming hours 17.4B.","Q3 2021 guidance: total net revenue $675-685M; adjusted EBITDA $60-70M.","Player gross margin turned negative (-5.9%) due to component cost increases and supply constraints."],"consensus_eps_estimate":null,"consensus_eps_actual":1.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":1219302000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19140116286.64885,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}