earnings
confidence high
sentiment positive
materiality 0.85
Roku Q4 rev $1.395B (+16% YoY), FY 2025 net income positive; guides FY 2026 revenue $5.5B
ROKU, INC
2025-FY EPS reported
$0.59
revenue$4,737,251,000
- FY 2025 total net revenue $4.737B (+15% YoY); platform revenue $4.145B (+18%); first year of positive net income.
- Q4 2025 total net revenue $1.395B (+16% YoY); net income $80.5M vs loss year ago; Adjusted EBITDA $169.4M (+119%)
- FY 2026 guidance: total net revenue $5.5B; Adjusted EBITDA $635M; platform revenue growth 18%; expects 100M streaming households.
- Repurchased $150M shares under $400M buyback program; stock-based compensation declining; positive free cash flow $483.6M (TTM).
- Devices revenue $592M, flat YoY; launched Hiro Roku TV at Target; expanded Premium Subscriptions to Mexico and international markets.