Highest-materiality recent filing
Roku Q2 2026: Revenue $1.35B (+22% YoY), Net Income $164M record; pending FOX acquisition
Total net revenue $1.35B, up 22% YoY; Platform revenue $1.22B, up 25% YoY.
Roku splits Platform segment into Advertising and Subscriptions; recasts prior periods
New segments: Advertising, Subscriptions, and Devices; Platform segment eliminated.
Roku stockholders approve director slate, say-on-pay (85.4%), and auditor (99.5%)
Jeffrey Hastings elected with 83.8% votes in favor (209.7M for, 40.6M withheld).
Each Roku share converts to 0.9693 Fox Class A shares and $96 cash; Roku stockholders will own ~27% of combined entity.
Roku Q1 net income $86M, revenue $1.25B (+22% YoY); raises FY outlook
Total net revenue $1.25B (+22% YoY); Platform revenue $1.13B (+28%); net income $86M vs loss year ago.
Roku splits Platform segment into Advertising and Subscriptions; provides historical segment data
FY2025 Advertising revenue $2,327.8M (gross margin 57.8%); Subscriptions revenue $1,817.1M (gross margin 44.6%).
Roku Q4 rev $1.395B (+16% YoY), FY 2025 net income positive; guides FY 2026 revenue $5.5B
FY 2025 total net revenue $4.737B (+15% YoY); platform revenue $4.145B (+18%); first year of positive net income.
Roku Q3 revenue $1.211B (+14% YoY); first positive op income since 2021; raises FY outlook
Q3 total revenue $1.211B (+14% YoY); platform revenue $1.065B (+17% YoY), above guidance.
Roku Q2 revenue $1.11B (+15% YoY), raises FY Platform revenue outlook to $4.075B
Total net revenue $1,111M (+15% YoY); Platform revenue $975M (+18% YoY); Adjusted EBITDA $78.2M (+79% YoY).
Roku board adopts annual say-on-pay frequency based on stockholder vote
Stockholders expressed preference for annual say-on-pay at June 11, 2025 annual meeting.
Roku shareholders elect Blackburn, Luna, Rothrock; 78.6% approve say-on-pay
Class II directors Jeffrey Blackburn (98.1%), Gina Luna (97.1%), Ray Rothrock (86.3%) elected for three-year terms.
Roku General Counsel Louise Pentland to resign effective May 16, 2025
Louise Pentland, SVP and General Counsel, resigns effective May 16, 2025 to pursue another opportunity.
Platform revenue $881M (+17% YoY), in line with outlook; Platform gross margin 52.7%.
Roku director Ravi Ahuja to resign June 11, 2025; board to shrink to eight
Ravi Ahuja (President/CEO of Sony Pictures Entertainment) resigns from Roku board effective June 11, 2025.
Roku Q4 Platform revenue $1.035B (+25% YoY); expects operating income positive in 2026
Q4 total net revenue $1.201B (+22% YoY); Platform revenue $1.035B (+25% YoY).
Roku SVP Gidon Katz to depart effective April 15, 2025
Gidon Katz, SVP Platform Products & User Experience, will leave Roku effective April 15, 2025.
Roku Q3 revenue tops $1B for first time, up 16% YoY; Adj. EBITDA $98.2M
Total net revenue $1.062B (+16% YoY); Platform revenue $908M (+15% YoY).
Roku amends Executive Supplemental Stock Option Program; SVP+ salary-for-option exchange
Compensation Committee approved amendments to Executive Supplemental Stock Option Program effective January 1, 2025.
Roku enters $300M revolving credit facility, maturing 2029, with option to increase
Five-year $300M revolving credit facility, with up to $300M uncommitted increase option.
Roku Q2 revenue $968M (+14% YoY), fourth straight positive Adj EBITDA
Total net revenue $968M, up 14% YoY; Platform revenue $824M (+11%), Devices $144M (+39%).
Roku shareholders approve amended 2017 equity plan, re-elect directors
Stockholders approved Restated 2017 Equity Incentive Plan (76.1% in favor), extending evergreen provision to Jan 1, 2034.
Roku Q1 revenue $882M (+19% YoY), positive adjusted EBITDA $40.9M, issues Q2 guidance
Total net revenue of $882M, up 19% YoY; platform revenue $755M, also up 19%.
Roku Q4 revenue $984M (+14% YoY); FY23 positive Adj EBITDA and FCF ahead of schedule
Q4 total net revenue $984.4M (+14% YoY); full-year revenue $3.5B (+11% YoY).
Roku Q3 revenue $912M (+20% YoY); positive Adjusted EBITDA $43M; active accounts up 2.3M
Revenue $912M (+20% YoY); platform rev $787M (+18%); gross profit $369M (+3%, +22% ex-restructuring).
Workforce reduction affecting ~10% of employees; restructuring charge estimated $45M-$65M.
Gidon Katz, President Consumer Experience, signed employment contract effective August 1, 2023, due to relocation from US to UK.
Roku Q2 revenue up 11% to $847M; operating loss widens; Q3 rev guidance $815M
Total net revenue $847M (+11% YoY); Platform revenue $744M (+11% YoY).
Roku annual meeting results: directors elected, say-on-pay passed at 79%, auditor ratified at 99.7%
Class II director Jeffrey Blackburn elected with 99.8% for; Class III directors Hastings (89.2%), Hunt (90.1%), Wood (91.3%) elected.
Roku Q1 revenue $741M (+1% YoY); operating loss widens to $212.5M; CFO Dan Jedda hired
Total revenue $741M (+1% YoY); Platform revenue $635M (-1%); Gross profit $338M (-7%).
Roku approves restructuring plan affecting ~200 employees (6% of workforce), expects $30-35M charges
Plan approved March 29, 2023; impacts ~200 employees (6% of workforce) and exit/sublease of unused office facilities.
Roku discloses ~$487M (26% of cash) held at failed Silicon Valley Bank, recovery uncertain
Total cash and equivalents ~$1.9B as of March 10, 2023.
Roku appoints Dan Jedda as CFO effective May 1, replacing Steve Louden
Dan Jedda named CFO effective May 1, 2023; Steve Louden steps down and will advise through August.
Roku Q4 revenue flat at $867M, operating loss $250M; guides Q1 rev ~$700M
Q4 total net revenue $867.1M (flat YoY); Platform revenue $731.3M (+5%), Devices revenue $135.8M (-18%).
Roku appoints Matthew Banks as CAO; base salary $1.2M, equity awards $2.62M
Matthew Banks appointed VP, Corporate Controller and CAO effective Dec 13, 2022; will serve as principal accounting officer.
Roku cuts ~200 jobs, expects $28-31M in restructuring charges
Plan reduces headcount expenses by 5%, affecting ~200 US employee positions.
Roku Q3 revenue $761M (+12% YoY); operating loss $147M; weak Q4 guide
Added 2.3M active accounts to reach 65.4M; streaming hours 21.9B (+21% YoY).
Roku CFO Steve Louden to depart in 2023 after transition period
CFO Steve Louden plans to leave the Company after helping recruit and transition his successor.
Roku amends severance plan for VPs and above; adds clawback provision
Compensation Committee amended Severance Benefit Plan on Sept 13, 2022.
Roku reports Q2 revenue up 18% to $764M, warns of ad slowdown and withdraws FY guidance
Q2 total net revenue grew 18% YoY to $764M; platform revenue up 26% to $673M.
Roku shareholders elect directors, approve say-on-pay, ratify Deloitte at 2022 annual meeting
Class II directors Gina Luna (92.2% for) and Ray Rothrock (90.1% for) elected.
Roku Q1 2022 revenue $734M (+28% YoY), operating loss $23.5M; Q2 rev guidance $805M
Total net revenue $734M, up 28% YoY; platform revenue $647M, up 39% YoY.
Roku reports record FY2021 revenue of $2.765B, but Q4 profits decline; guides Q1 revenue $720M
FY2021 total net revenue $2.765B (+55% YoY); platform revenue $2.285B (+80% YoY).
Roku SVP and GM of Platform Business Scott Rosenberg to step down in spring 2022
Scott Rosenberg plans to step down as SVP and GM of Platform Business in spring 2022.
Roku Q3 revenue up 51% to $680M; ARPU surpasses $40 milestone
Total net revenue $680M (+51% YoY); platform revenue $583M (+82% YoY).
Roku adopts Executive Supplemental Stock Option Program for CEO and SVPs
Program allows executives to reduce annual base salary in exchange for monthly grants of fully vested nonstatutory stock options.
Roku Q2 2021 revenue $645M (+81% YoY); platform revenue $532M (+117%)
Total net revenue $645.1M, up 81% YoY; platform revenue $532.3M, up 117% YoY.
On May 1, 2025, Louise Pentland, Senior Vice President and General Counsel of Roku, Inc. (the “Company”), notified the Company of her decision to resign from her position effective as of May 16, 2025, to pursue another opportunity.
On December 31, 2024, Roku, Inc. (the “ Company ”) and Gidon Katz, Senior Vice President, Platform Products & User Experience, agreed that Mr. Katz will leave the Company effective April 15, 2025.
The Company’s current Chief Financial Officer, Steve Louden, will cease his service as Chief Financial Officer upon the Effective Date and will provide advisory services to the Company as an executive advisor until August 2023.
On March 8, 2023, Roku, Inc. (the “Company”) announced the appointment of Dan Jedda, 51, as the Company’s Chief Financial Officer, effective May 1, 2023 (the “Effective Date”).
On December 13, 2022, Roku, Inc. (the “Company”) appointed Matthew Banks as the Company’s Vice President, Corporate Controller and Chief Accounting Officer.
The Company’s Chief Financial Officer, Steve Louden, who previously served as both principal financial officer and principal accounting officer, will continue serving as the Company’s principal financial officer.
On October 31, 2022, Steve Louden, Chief Financial Officer of Roku, Inc. (the “Company”), advised us that after helping us recruit and transition his role to a successor he plans to leave the Company.
Scott Rosenberg, Senior Vice President and General Manager of Platform Business, advised the Company that he plans to step down sometime in the spring of 2022.
Max materiality 1.00 · Median 0.72 · Most common event earnings