{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-047527","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.390281+00:00","generated_at":"2026-05-17T01:17:45.309831+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 $1.211B (+14% YoY); first positive op income since 2021; raises FY outlook","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-047527","json":"https://secwatch.observer/filing/0001628280-25-047527.json","markdown":"https://secwatch.observer/filing/0001628280-25-047527.md","text":"https://secwatch.observer/filing/0001628280-25-047527.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000162828025047527/0001628280-25-047527-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000162828025047527/wk-20251030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:17:45.309831+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"}