---
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"
generated_at: "2026-06-28T13:50:32.564418+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Roku Q3 revenue up 51% to $680M; ARPU surpasses $40 milestone

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001564590-21-053955
- JSON: https://secwatch.observer/filing/0001564590-21-053955.json
- Plain text: https://secwatch.observer/filing/0001564590-21-053955.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.