---
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"
generated_at: "2026-05-16T02:58:29.044333+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Roku Q4 rev $1.395B (+16% YoY), FY 2025 net income positive; guides FY 2026 revenue $5.5B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-007670
- JSON: https://secwatch.observer/filing/0001628280-26-007670.json
- Plain text: https://secwatch.observer/filing/0001628280-26-007670.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.