secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2025-02-13T23:59:59+00:00
Accession:  0001428439-25-000008
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000142843925000008/0001428439-25-000008-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000142843925000008/wk-20250213.htm
  HTML page:      https://secwatch.observer/filing/0001428439-25-000008

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