Highest-materiality recent filing
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%.
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.
Max materiality 0.85 · Median 0.70 · Most common event earnings