{"schema_version":"secwatch.filing_event.v1","accession":"0001428439-25-000015","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2025-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.269867+00:00","generated_at":"2026-05-23T00:10:06.103644+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Roku Q1 revenue $1.02B (+16% YoY); acquires Frndly TV; reaffirms FY Platform rev $3.95B, Adj EBITDA $350M","bullets":["Platform revenue $881M (+17% YoY), in line with outlook; Platform gross margin 52.7%.","Devices revenue $140M above outlook but gross margin negative 14% due to holiday promo carryover.","Operating loss improved to $57.7M (vs $72M Q1 2024); Adjusted EBITDA $56M.","Streaming hours 35.8B (+5.1B YoY); The Roku Channel #2 in U.S. by engagement.","Acquired Frndly TV (subscription streaming service) to boost Platform revenue and Roku-billed subscriptions."],"urls":{"canonical":"https://secwatch.observer/filing/0001428439-25-000015","json":"https://secwatch.observer/filing/0001428439-25-000015.json","markdown":"https://secwatch.observer/filing/0001428439-25-000015.md","text":"https://secwatch.observer/filing/0001428439-25-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000142843925000015/0001428439-25-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000142843925000015/wk-20250501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-23T00:10:06.103644+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}