secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2021-11-03T23:59:59+00:00
Accession:  0001564590-21-053955
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000156459021053955/0001564590-21-053955-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000156459021053955/roku-8k_20211103.htm
  HTML page:      https://secwatch.observer/filing/0001564590-21-053955

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