secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2026-04-13T23:59:59+00:00
Accession:  0001628280-26-024842
Event type: other_material
Sentiment:  neutral
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roku splits Platform segment into Advertising and Subscriptions; provides historical segment data
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- FY2025 Advertising revenue $2,327.8M (gross margin 57.8%); Subscriptions revenue $1,817.1M (gross margin 44.6%).
- New segments effective Q1 2026; consolidated results reported April 30, 2026 unchanged.
- FY2025 total gross profit $2,074.4M; operating loss $(5.6)M; adjusted EBITDA $420.5M.
- FY2025 free cash flow $483.6M; net income $88.4M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026024842/0001628280-26-024842-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026024842/wk-20260413.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-024842

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