earnings
confidence high
sentiment positive
materiality 0.80
Roku Q3 revenue $1.211B (+14% YoY); first positive op income since 2021; raises FY outlook
ROKU, INC
2025-Q3 EPS reported
$0.05
revenue$3,342,348,000
- Q3 total revenue $1.211B (+14% YoY); platform revenue $1.065B (+17% YoY), above guidance.
- Operating income $9.5M (first positive since 2021); net income $24.8M; Adj. EBITDA $116.9M (+19% YoY).
- Raised FY2025 platform revenue outlook to $4.11B; Adj. EBITDA to $395M; also repurchased $50M in stock.
- Devices revenue $146M (-5% YoY) with gross loss $23M; total gross profit $525M (+9% YoY).
- Streaming hours 36.5B (+4.5B YoY); The Roku Channel remains #2 FAST service in U.S.