secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001628280-26-028851
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/0001628280-26-028851-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026028851/wk-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-028851

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