{"schema_version":"secwatch.filing_event.v1","accession":"0001428439-23-000037","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.044262+00:00","generated_at":"2026-06-09T02:19:37.794143+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Roku Q3 revenue $912M (+20% YoY); positive Adjusted EBITDA $43M; active accounts up 2.3M","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001428439-23-000037","json":"https://secwatch.observer/filing/0001428439-23-000037.json","markdown":"https://secwatch.observer/filing/0001428439-23-000037.md","text":"https://secwatch.observer/filing/0001428439-23-000037.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000142843923000037/0001428439-23-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000142843923000037/wk-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:19:37.794143+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":"36c84824be15b731d9be2c8cb3b27f8d31a99061","claim":"ROKU, INC reported the quarter ended September 30, 2023 results: revenue $912 million.","evidence_excerpt":"improvements after that. We will balance this commitment with investments to further expand our scale, engagement, and monetization. Q3 2023 Key Results • Total net revenue was $912 million, up 20% year over year (YoY) • Platform revenue was $787 million, up 18% YoY • Gross profit was $369 million, up 3% YoY; up 22% YoY excluding restructuring charges 1 • Active","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428439/000142843923000037/0001428439-23-000037-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$912 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"}