{"schema_version":"secwatch.filing_event.v1","accession":"0001564590-21-053955","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2021-11-03T23:59:59+00:00","discovered_at":"2026-05-14T18:04:12.561463+00:00","generated_at":"2026-06-28T13:50:32.564418+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Roku Q3 revenue up 51% to $680M; ARPU surpasses $40 milestone","bullets":["Total net revenue $680M (+51% YoY); platform revenue $583M (+82% YoY).","ARPU reached $40.10 (+49% YoY); active accounts 56.4M (+1.3M QoQ).","Player gross margin turned negative at -15% due to supply chain costs; company views as temporary.","The Roku Channel top 5 by reach; streaming hours 18.0B (+21% YoY).","Q4 outlook: revenue $885-900M; adjusted EBITDA $65-75M."],"urls":{"canonical":"https://secwatch.observer/filing/0001564590-21-053955","json":"https://secwatch.observer/filing/0001564590-21-053955.json","markdown":"https://secwatch.observer/filing/0001564590-21-053955.md","text":"https://secwatch.observer/filing/0001564590-21-053955.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000156459021053955/0001564590-21-053955-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000156459021053955/roku-8k_20211103.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-28T13:50:32.564418+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"}