{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-054321","form_type":"8-K","ticker":"ROKU","cik":"0001428439","company_name":"ROKU, INC","filed_at":"2026-08-06T20:12:49+00:00","discovered_at":"2026-08-06T20:14:01.265716+00:00","generated_at":"2026-08-06T20:17:47.695986+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Roku Q2 2026: Revenue $1.35B (+22% YoY), Net Income $164M record; pending FOX acquisition","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-054321","json":"https://secwatch.observer/filing/0001628280-26-054321.json","markdown":"https://secwatch.observer/filing/0001628280-26-054321.md","text":"https://secwatch.observer/filing/0001628280-26-054321.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/0001628280-26-054321-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/wk-20260806.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T20:17:47.695986+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}