Recent 8-K filings for ROKU

• April 30, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• April 13, 2026, 7:59 PM ET other material materiality 0.60 neutral item 7.01item 9.01

  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%).

• February 12, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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.

• October 30, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• July 31, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 5.02item 8.01item 9.01

  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).

• May 1, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Roku Q1 revenue $1.02B (+16% YoY); acquires Frndly TV; reaffirms FY Platform rev $3.95B, Adj EBITDA $350M

  Platform revenue $881M (+17% YoY), in line with outlook; Platform gross margin 52.7%.

• February 13, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  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).

• October 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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).

• September 17, 2024, 7:59 PM ET debt materiality 0.65 positive item 1.01item 2.03item 9.01

  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.

• August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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%).

• April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  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%.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

9 positive 0 negative 9 neutral

source · ROKU on sec.gov