{"schema_version":"secwatch.filing_event.v1","accession":"0001428439-24-000007","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2024-02-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.163404+00:00","generated_at":"2026-06-06T01:00:42.273976+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Roku Q4 revenue $984M (+14% YoY); FY23 positive Adj EBITDA and FCF ahead of schedule","bullets":["Q4 total net revenue $984.4M (+14% YoY); full-year revenue $3.5B (+11% YoY).","Q4 platform revenue $828.9M (+13%); full-year platform revenue $3.0B (+10%).","Full-year 2023 positive Adjusted EBITDA and Free Cash Flow, achieved one year ahead of schedule.","Active accounts reached 80M globally (net +10M); streaming hours hit 106B (first year >100B).","Q1 2024 guidance: revenue ~$850M, gross profit ~$370M, break-even Adjusted EBITDA."],"urls":{"canonical":"https://secwatch.observer/filing/0001428439-24-000007","json":"https://secwatch.observer/filing/0001428439-24-000007.json","markdown":"https://secwatch.observer/filing/0001428439-24-000007.md","text":"https://secwatch.observer/filing/0001428439-24-000007.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000142843924000007/0001428439-24-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000142843924000007/wk-20240215.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T01:00:42.273976+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":"0c0d84de19980b4c0c33365401994479206ffa5b","claim":"ROKU, INC reported Full Year 2023 results: revenue $3.5 billion. Guidance initiated.","evidence_excerpt":"Full Year 2023 Key Results • Total net revenue was $3.5 billion, up 11% year over year (YoY)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428439/000142843924000007/0001428439-24-000007-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2023"},{"label":"Revenue","value":"$3.5 billion"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e934545886b0b4e8d57c8a5179d6700553a29ff4","claim":"ROKU, INC updated its Q4 2023 guidance (initiated).","evidence_excerpt":"On February 15, 2024, Roku, Inc. (the “Company”) announced its financial results for the quarter and year ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428439/000142843924000007/0001428439-24-000007-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4 2023"},{"label":"Guidance","value":"initiated"},{"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"}