secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2023-11-01T23:59:59+00:00
Accession:  0001428439-23-000037
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000142843923000037/0001428439-23-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000142843923000037/wk-20231101.htm
  HTML page:      https://secwatch.observer/filing/0001428439-23-000037

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer