---
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"
generated_at: "2026-06-09T02:19:37.794143+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Roku Q3 revenue $912M (+20% YoY); positive Adjusted EBITDA $43M; active accounts up 2.3M

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001428439-23-000037
- JSON: https://secwatch.observer/filing/0001428439-23-000037.json
- Plain text: https://secwatch.observer/filing/0001428439-23-000037.txt

## Key facts
- Earnings Releases
  ROKU, INC reported the quarter ended September 30, 2023 results: revenue $912 million.
  - Period: the quarter ended September 30, 2023
  - Revenue: $912 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1428439/000142843923000037/0001428439-23-000037-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.