Roku Q1 net income $86M, revenue $1.25B (+22% YoY); raises FY outlook

ROKU, INC

2026-Q1 EPS reported $0.57 revenue$1,248,879,000

Total net revenue $1.25B (+22% YoY); Platform revenue $1.13B (+28%); net income $86M vs loss year ago.
Adjusted EBITDA $148M (+165% YoY); Free Cash Flow TTM $538.8M (+81%).
Advertising rev $613M (+27%); Subscriptions rev $519M (+30%); both new operating segments.
Raised FY2026 outlook: total revenue $5.535B, Platform ~$5B (+21%), Adj. EBITDA $675M.
Repurchased $100M in Q1; $250M total under $400M buyback program since Q3.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

ROKU, INC reported the quarter ended March 31, 2026 results: revenue $1.25 billion, net income $86 million. Guidance reaffirmed.

Period: the quarter ended March 31, 2026
Revenue: $1.25 billion
Net income: $86 million
Guidance: reaffirmed
Result: reported results

Exact text from the filing

double-digit Platform revenue growth, expanding margins, and growing our north star metric of Free Cash Flow per share. First Quarter 2026 Key Results • Total net revenue was $1.25 billion, up 22% YoY • Platform revenue was $1.13 billion, up 28% YoY • Total gross profit was $565 million, up 27% YoY • Streaming Hours were 38.7 billion, up 8% YoY • The Roku Channel

View on SEC.gov

1427 earnings releases filed in the last 30 days. Browse all earnings releases →

ROKU, INC filing history →

Source: SEC EDGAR

accession 0001628280-26-028851

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.