---
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"
generated_at: "2026-05-15T00:37:35.886489+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1428439/000162828026028851/0001628280-26-028851-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/wk-20260430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-028851
- JSON: https://secwatch.observer/filing/0001628280-26-028851.json
- Plain text: https://secwatch.observer/filing/0001628280-26-028851.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/0001628280-26-028851-index.htm

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