{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-007670","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2026-02-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.062580+00:00","generated_at":"2026-05-16T02:58:29.044333+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Roku Q4 rev $1.395B (+16% YoY), FY 2025 net income positive; guides FY 2026 revenue $5.5B","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-007670","json":"https://secwatch.observer/filing/0001628280-26-007670.json","markdown":"https://secwatch.observer/filing/0001628280-26-007670.md","text":"https://secwatch.observer/filing/0001628280-26-007670.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026007670/0001628280-26-007670-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026007670/wk-20260212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T02:58:29.044333+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"}