---
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"
generated_at: "2026-08-06T20:17:47.695986+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Roku Q2 2026: Revenue $1.35B (+22% YoY), Net Income $164M record; pending FOX acquisition

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-054321
- JSON: https://secwatch.observer/filing/0001628280-26-054321.json
- Plain text: https://secwatch.observer/filing/0001628280-26-054321.txt

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