secwatch.observer — SEC 8-K summary
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Issuer:     ROKU, INC (ROKU)
CIK:        0001428439
Form:       8-K
Filed at:   2026-08-06T20:12:49+00:00
Accession:  0001628280-26-054321
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/0001628280-26-054321-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428439/000162828026054321/wk-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-054321

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