secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2024-08-01T23:59:59+00:00
Accession:  0001428439-24-000031
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roku Q2 revenue $968M (+14% YoY), fourth straight positive Adj EBITDA
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- Total net revenue $968M, up 14% YoY; Platform revenue $824M (+11%), Devices $144M (+39%).
- Streaming Households 83.6M (+14% YoY); Streaming Hours 30.1B (+20% YoY); ARPU flat at $40.68.
- Adjusted EBITDA $43.6M, positive for 4th consecutive quarter; Free Cash Flow TTM $317.9M.
- Q3 guidance: revenue ~$1.01B (+11% YoY), gross profit $440M, Adj EBITDA $45M; Q4 Platform growth to accelerate.
- New ad partnerships with The Trade Desk and iSpot; MLB Sunday Leadoff rights acquired; Home Screen video marquee ad beta sold out.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000142843924000031/0001428439-24-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000142843924000031/wk-20240801.htm
  HTML page:      https://secwatch.observer/filing/0001428439-24-000031

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