secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2025-10-30T23:59:59+00:00
Accession:  0001628280-25-047527
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roku Q3 revenue $1.211B (+14% YoY); first positive op income since 2021; raises FY outlook
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000162828025047527/0001628280-25-047527-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000162828025047527/wk-20251030.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-047527

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