{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-028851","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.275028+00:00","generated_at":"2026-05-15T00:37:35.886489+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 Q1 net income $86M, revenue $1.25B (+22% YoY); raises FY outlook","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-028851","json":"https://secwatch.observer/filing/0001628280-26-028851.json","markdown":"https://secwatch.observer/filing/0001628280-26-028851.md","text":"https://secwatch.observer/filing/0001628280-26-028851.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/0001628280-26-028851-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/wk-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:37:35.886489+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":[{"claim_id":"ff173d2212fb23fb3fcee1a9bcaa59eee1ef5db4","claim":"ROKU, INC reported the quarter ended March 31, 2026 results: revenue $1.25 billion, net income $86 million. Guidance reaffirmed.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/0001628280-26-028851-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.25 billion"},{"label":"Net income","value":"$86 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}