earnings
confidence high
sentiment positive
materiality 0.80
Roku Q2 2026: Revenue $1.35B (+22% YoY), Net Income $164M record; pending FOX acquisition
ROKU, INC
2026-Q2 EPS reported
$1.65
revenue$2,603,569,000
- Total net revenue $1.35B, up 22% YoY; Platform revenue $1.22B, up 25% YoY.
- Net income $164M, Adjusted EBITDA $254M, Free Cash Flow TTM $704M – all record highs.
- Advertising revenue $673M (+25% YoY), gross margin 62.4% (+650bps YoY); Subscriptions $548M (+26% YoY).
- Devices revenue $134M (-1% YoY); gross margin 20.1% benefited from IEEPA refund; ex-refund would be (7.6%).
- Pending acquisition by FOX announced June 15; no earnings call or outlook provided.