Roku Q4 Platform revenue $1.035B (+25% YoY); expects operating income positive in 2026

ROKU, INC

2024-FY EPS reported -$0.89 revenue$4,112,898,000

Q4 total net revenue $1.201B (+22% YoY); Platform revenue $1.035B (+25% YoY).
Streaming Households 89.8M, net adds 9.8M in 2024; Streaming Hours 34.1B in Q4 (+18% YoY).
FY2025 guidance: total net revenue $4.61B, Adjusted EBITDA $350M; operating income positive expected in 2026.
The Roku Channel streaming hours up 82% YoY; Q4 Premium Subscription net adds highest since launch.
Company will stop reporting quarterly Streaming Households and ARPU starting Q1 2025.

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