secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001628280-26-007670
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026007670/0001628280-26-007670-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026007670/wk-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-007670

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