{"schema_version":"secwatch.filing_event.v1","accession":"0001428439-22-000032","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2022-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.623703+00:00","generated_at":"2026-06-22T13:16:31.985968+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Roku Q3 revenue $761M (+12% YoY); operating loss $147M; weak Q4 guide","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001428439-22-000032","json":"https://secwatch.observer/filing/0001428439-22-000032.json","markdown":"https://secwatch.observer/filing/0001428439-22-000032.md","text":"https://secwatch.observer/filing/0001428439-22-000032.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000142843922000032/0001428439-22-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000142843922000032/wk-20221102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T13:16:31.985968+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"69582e6d1eb837e0d88b7115306fe3870561f83f","claim":"ROKU, INC reported Q4 2022E results: revenue $800, net income $(245). Guidance initiated.","evidence_excerpt":"Outlook ($ in millions) Q4 2022E A Refer to the reconciliation of net income (loss) to adjusted EBITDA in the non-GAAP information in an appendix to this letter. Total net revenue $800 Total gross profit $325 B Q4 2022E reconciling items between net income (loss) and non-GAAP adjusted EBITDA consist of stock-based compensation of approximately $105 million, depreciation and amortization and other net adjustments of approximately $5 million. Net income (loss) $(245) Adjusted EBITDA B $(135)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428439/000142843922000032/0001428439-22-000032-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4 2022E"},{"label":"Revenue","value":"$800"},{"label":"Net income","value":"$(245)"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"c501ec6bdc3d2b7977960521a71404b033cbe620","claim":"ROKU, INC reported the quarter ended September 30, 2022 results: revenue $761.4 million.","evidence_excerpt":"with the continued consumer shift to TV streaming, positions us well for when the ad market improves. Q3 2022 Key Results • Total net revenue grew 12% YoY (year over year) to $761 million • Platform revenue increased 15% YoY to $670 million • Gross profit was down 2% YoY to $357 million • Roku added 2.3 million incremental Active Accounts in Q3 2022 to reach 65.4","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428439/000142843922000032/0001428439-22-000032-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2022"},{"label":"Revenue","value":"$761.4 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}