Earnings summaries and quarterly performance for ROKU.
Executive leadership at ROKU.
Anthony Wood
Detailed
Chief Executive Officer and President
CEO
CC
Charlie Collier
Detailed
President, Roku Media
DJ
Dan Jedda
Detailed
Chief Financial Officer and Chief Operating Officer
GF
Gil Fuchsberg
Detailed
President, Subscriptions, Partnerships, and Corporate Development
MO
Mustafa Ozgen
Detailed
President, Devices, Products, and Technology
Board of directors at ROKU.
Research analysts who have asked questions during ROKU earnings calls.
Laura Martin
Needham & Company, LLC
5 questions for ROKU
Also covers: CTV, CURI, DSP +10 more
Steven Cahall
Wells Fargo & Company
4 questions for ROKU
Also covers: AMCX, ATUS, CABO +17 more
AG
Alan Gould
Loop Capital
3 questions for ROKU
Also covers: GTN, NFLX, NWSA +3 more
CC
Cory Carpenter
JPMorgan Chase & Co.
3 questions for ROKU
Also covers: ANGI, APP, BMBL +16 more
Jason Helfstein
Oppenheimer & Co. Inc.
3 questions for ROKU
Also covers: ANGI, BLDE, CART +23 more
Justin Patterson
KeyBanc Capital Markets
3 questions for ROKU
Also covers: ABNB, ANGI, CART +12 more
VK
Vasily Karasyov
Cannonball Research
3 questions for ROKU
Also covers: APP, NYT, TTD +1 more
Barton Crockett
Rosenblatt Securities
2 questions for ROKU
Also covers: BATRA, DSP, EEX +14 more
BN
Brent Navon
Bank of America
2 questions for ROKU
Cameron McVeigh
Morgan Stanley
2 questions for ROKU
Also covers: CCO, IPG, LAMR +3 more
JH
James Heaney
Jefferies
2 questions for ROKU
Also covers: APP, EA, IAC +9 more
MC
Matthew Condon
Not Specified in Transcript
2 questions for ROKU
Also covers: ANGI, CTV, DSP +12 more
Michael Morris
Guggenheim Partners
2 questions for ROKU
Also covers: DIS, FOXA, NFLX +5 more
Peter Supino
Wolfe Research
2 questions for ROKU
Also covers: CHTR, DIS, FWONK +12 more
RG
Richard Greenfield
LightShed Partners
2 questions for ROKU
Also covers: NFLX, PARA, PINS +7 more
RC
Robert Coolbrith
Evercore ISI
2 questions for ROKU
Also covers: BMBL, CDLX, ETSY +8 more
SP
Shyam Patil
Susquehanna Financial Group
2 questions for ROKU
Also covers: CHKP, MGNI, MNTN +3 more
David Joyce
Seaport Research Partners
1 question for ROKU
Also covers: AMCX, BATRA, EDR +12 more
IP
Ian Peterson
Evercore ISI
1 question for ROKU
Also covers: PUBM
Jason Bazinet
Citigroup
1 question for ROKU
Also covers: APP, CTV, FWONK +18 more
MT
Matthew Thornton
FBN Securities
1 question for ROKU
Also covers: APP
Michael Nathanson
MoffettNathanson
1 question for ROKU
Also covers: GOOG, GOOGL, IPG +3 more
Ralph Schackart
William Blair
1 question for ROKU
Also covers: APP, CARG, DIBS +6 more
RW
Ross Walthall
Cleveland Research Company
1 question for ROKU
RB
Ruplu Bhattacharya
Bank of America
1 question for ROKU
Also covers: ARW, AVT, CDW +13 more
Recent press releases and 8-K filings for ROKU.
Roku and Nielsen Expand Strategic Measurement Partnership
ROKU
New Projects/Investments
- Nielsen and Roku have expanded their long-term strategic partnership, integrating Roku's data into Nielsen's advanced campaign measurement and outcome solutions.
- As part of this multi-year deal, Roku gains access to Nielsen's Streaming Platform Ratings, which show The Roku Channel is the #2 streaming app in ad-supported TV time.
- The partnership aims to provide advertisers with a more accurate view of audiences, leveraging Roku's data, as streaming on Roku devices alone makes up more than 21% of all TV viewing.
4 days ago
Roku Discusses Platform Growth, Advertising Trends, and Financial Outlook
ROKU
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- Roku expects double-digit platform revenue growth to continue, with both subscription and advertising activities growing at approximately 20% (excluding political advertising and the Frndly acquisition).
- The company is benefiting from the shift to Connected TV (CTV) advertising, with a focus on programmatic advertising and new ad products like Roku Ads Manager for the SMB market, which is growing significantly faster than the overall platform business.
- Gross margins are expected to remain broadly stable at 51%-52%, with EBITDA margin improving by 200 basis points in 2025, a trend expected to continue.
- Free cash flow is growing and is expected to exceed EBITDA in both 2025 and 2026, with a share buyback announced to offset dilution.
Dec 10, 2025, 1:00 PM
Roku Discusses Growth Drivers, Advertising Strategy, and Financial Outlook
ROKU
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Roku's platform revenue growth is accelerating to approximately 20% (excluding political advertising and the Frndly acquisition), with both subscription and advertising activities contributing to this growth.
- The company expects continued double-digit platform revenue growth, capitalizing on the expanding Connected TV (CTV) advertising market, which is estimated at $30 billion and experiencing a significant shift from linear TV.
- Roku is strategically positioned to benefit from the shift to programmatic advertising, having integrated with all demand-side platforms (DSPs), including a recent platform-wide integration with Amazon DSP.
- The Roku Ads Manager, a self-service product targeting the SMB market, is growing significantly faster than the overall platform business and is projected to become a meaningful contributor to ad revenue.
- Roku anticipates broadly stable gross margins at 51%-52% and expects a continued 200 basis point improvement in EBITDA margin in 2025, having achieved profit positive status in Q3 and guiding for Q4.
Dec 10, 2025, 1:00 PM
Roku CFO Discusses Platform Growth, Advertising Strategy, and Profitability Outlook
ROKU
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- Roku's core platform revenue (excluding political advertising and the Frndly acquisition) is growing at approximately 20%, with both subscription and advertising activities contributing equally, and the company anticipates continued double-digit platform revenue growth.
- The company is capitalizing on the shift to Connected TV (CTV) advertising, which is a $30 billion and growing market. Roku's strategy involves integrating with all demand-side platforms (DSPs), including a recent platform-wide integration with Amazon, to attract new demand.
- The self-service Roku Ads Manager for the SMB market is growing significantly faster than the overall platform business, leveraging Gen AI for video ad creation and offering performant measurement, and is expected to be a "significant contributor".
- Roku projects broadly stable gross margins at 51%-52% and continued EBITDA margin improvement, with free cash flow growing proportionally. The company also announced a share buyback to offset dilution.
Dec 10, 2025, 1:00 PM
Roku Reports Strong Q3 2025 Earnings and Raises Full-Year Outlook
ROKU
Earnings
Guidance Update
Share Buyback
- Roku reported Q3 2025 revenue of $1.21 billion, a 14% year-over-year increase, and achieved its first positive operating income since 2021.
- Platform revenue grew by 17%, driven by streaming services distribution and video advertising, contributing to a GAAP profit per share of $0.16.
- Management raised its full-year outlook, projecting adjusted EBITDA of $395 million and Q4 2025 revenue of approximately $1.35 billion.
- The company repurchased $50 million of its common stock during Q3 2025.
Oct 31, 2025, 5:31 AM
Roku Reports Strong Q3 2025 Financials and Outlines Growth Initiatives
ROKU
Earnings
Guidance Update
Share Buyback
- Roku achieved positive operating income in Q3 2025, the first time since fiscal 2021, and projects its highest-ever adjusted EBITDA of $145 million for Q4 2025.
- The company holds $2.3 billion in cash and short-term investments and generated over $440 million in trailing 12-month free cash flow. In Q3, Roku repurchased $500 million of its stock, leading to its lowest quarterly dilution of under 30 basis points.
- Platform revenue grew 17% in Q3 2025, or 19% excluding political and Frndly, with Q4 guidance implying 20% growth on the same basis. Roku anticipates maintaining double-digit platform revenue growth and increasing profitability in 2026 and beyond.
- Key strategic initiatives include a significant home screen update expected to roll out in 2026, deepening DSP integrations such as the recently launched Amazon DSP partnership, and the rapidly expanding Ads Manager, which attracted 90% new advertisers in Q3.
- Roku expects to reach 100 million streaming households in 2026, with Average Revenue Per User (ARPU) projected to grow significantly faster due to ongoing monetization efforts.
Oct 30, 2025, 9:00 PM
Roku Reports Positive Q3 2025 Operating Income and Strong Platform Revenue Growth
ROKU
Guidance Update
Share Buyback
Revenue Acceleration/Inflection
- Roku reported positive operating income in Q3 2025, the first since fiscal 2021, and projects a record $145 million in adjusted EBITDA for Q4 2025.
- The company achieved 17% platform revenue growth in Q3 2025 (or 19% excluding political and Frndly TV) and expects double-digit growth to continue in 2026 and beyond, with Q4 2025 guidance implying 20% growth on an adjusted basis.
- Roku maintains a strong financial position with $2.3 billion in cash and short-term investments, repurchased $500 million of stock in Q3, and reduced dilution to under 30 basis points.
- Key growth initiatives include a major home screen update planned for 2026, expanded ad demand through DSP integrations (e.g., Amazon DSP), and the rapidly growing Roku Ads Manager, which saw 90% new advertisers in Q3 2025. The company anticipates ARPU will grow faster than active accounts, targeting 100 million streaming households by 2026.
Oct 30, 2025, 9:00 PM
Roku Reports Strong Q3 2025 Results, Achieves Positive Operating Income, and Raises Full-Year Outlook
ROKU
Earnings
Guidance Update
Share Buyback
- Roku reported strong Q3 2025 results, achieving positive operating income of $9.5 million for the first time since 2021.
- Total net revenue for Q3 2025 was $1.211 billion, an increase of 14% year-over-year, with Platform revenue growing 17% year-over-year to $1.065 billion.
- The company increased its full-year 2025 outlook, projecting total net revenue of $4.690 billion and Adjusted EBITDA of $395 million.
- Roku repurchased $50 million of its common stock under its $400 million stock repurchase program.
Oct 30, 2025, 8:05 PM
Roku Leads in Multiple Regions in Q2 2025 CTV Device Market Share
ROKU
- Pixalate's Q2 2025 Connected TV (CTV) Device Market Share Reports, based on an analysis of over 23 billion global open programmatic ad transactions from Q2 2024 to Q2 2025, indicate Roku holds leading positions in several key markets and regions.
- In the USA, Roku led in CTV device market share with 37%.
- Roku also secured the top spot in Canada with 32% market share and in Mexico with a dominant 74%.
- Regionally, Roku led in North America with 37% and in LATAM with 45% of the CTV device market share.
Aug 6, 2025, 2:32 PM
Roku, Amazon create largest US CTV advertising footprint
ROKU
New Projects/Investments
- Partnership grants advertisers access to 80 million+ authenticated CTV households via Amazon’s DSP, spanning platforms like The Roku Channel, Prime Video and Disney.
- Early tests show a 40% lift in unique viewer reach and a ~30% drop in ad frequency per viewer, effectively tripling ad spend value.
- Uses a custom identity resolution service to deterministically recognize logged-in viewers across Roku OS and devices for precise cross-platform targeting.
- Set to launch broadly by Q4 2025, the deal aims to unify fragmented streaming audiences and enable full-funnel campaign outcomes with reduced media waste.
Jun 16, 2025, 4:02 AM
Quarterly earnings call transcripts for ROKU.
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