Roku splits Platform segment into Advertising and Subscriptions; recasts prior periods

ROKU, INC

New segments: Advertising, Subscriptions, and Devices; Platform segment eliminated.
Change effective Q1 2026; 2025 Form 10-K recast to reflect new segment presentation.
CODM (CEO) uses three-segment structure to allocate resources and assess performance.
Reclassified revenue from Content Distribution and Premium Subscriptions into Subscriptions segment.

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