Roku
Connects television viewers to streaming through an operating system, devices, advertising and subscriptions.
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Profile
Builds TV operating systems, streaming players and Roku-branded televisions, then monetizes viewing and navigation through advertising and subscriptions. Advertising, Subscriptions and Devices form the business, with operations and monetization still anchored mainly in North America.
Runs a television operating system distributed through streaming players, partner-made smart TVs and Roku-built televisions. Devices expand household reach, while The Roku Channel and the surrounding interface create places to watch, discover and buy streaming services.
Advertising, Subscriptions and Devices are the three reportable business lines. Advertising includes video and interface placements; Subscriptions includes direct services, premium subscription sales and partner revenue shares. The device range also covers smart-home and audio products.
Most operations and monetization remain anchored in North America. Execution centers on broad device distribution and converting viewing and navigation into advertising and subscription activity. Hardware promotions can carry negative margins, while advertising depends on marketer budgets and content distribution on publisher and subscription-partner relationships. The agreed Fox acquisition remains subject to shareholder, regulatory and other closing conditions.
Company facts
Key statistics
Year to date +45.0% · Average volume (30d) 2.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Wells Fargo | Downgrade | Overweight | Equal Weight | $116 | $165 |
| Aug 7, 2026 | Seaport Global | Downgrade | Buy | Neutral | ||
| Aug 7, 2026 | Guggenheim | Downgrade | Buy | Neutral | $145 | $160 |
| Jul 17, 2026 | Fox Advisors | Target | $160 | $157 | ||
| Jun 16, 2026 | Seaport Global | Target | $85 | $155 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.61 | $1.08 | +78.5% | $1.30B | $1.35B | +4.4% | +2.03% |
| Aug 5, 2026Q2 FY26 | $0.61 | $1.08 | +78.5% | $1.30B | $1.35B | +4.4% | +2.12% |
| Apr 30, 2026Q1 FY26 | $0.34 | $0.57 | +67.6% | $1.20B | $1.25B | +3.7% | +6.02% |
| Feb 12, 2026Q4 FY25 | $0.28 | $0.53 | +89.3% | $1.35B | $1.39B | +3.0% | +8.60% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.02B | $1.11B | $1.21B | $1.39B | $1.25B | $1.35B | |
| Gross profit | $445.0M | $497.7M | $524.9M | $606.8M | $564.9M | $673.7M | |
| Operating income | −$57.7M | −$23.3M | $9.5M | $66.0M | $51.8M | $146.2M | |
| Net income | −$27.4M | $10.5M | $24.8M | $80.5M | $85.7M | $164.2M | |
| Diluted EPS | −$0.19 | $0.07 | $0.16 | $0.53 | $0.57 | $1.08 | |
| Gross margin | 43.6% | 44.8% | 43.4% | 43.5% | 45.2% | 49.7% | |
| Operating margin | -5.7% | -2.1% | 0.8% | 4.7% | 4.1% | 10.8% |
Fiscal years (4-quarter sums)FY21 $2.76B · FY22 $3.13B · FY23 $3.48B · FY24 $4.11B · FY25 $4.74B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.56B · Total debt $474.1M · Total assets $4.57B · Shareholders' equity $2.82B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 148.34M · Float 130.10M · 87.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Anthony J. Wood · director, 10 percent owner, officer: CEO and Chairman BOD | 16.20M | 10.92% | Form 4 | Aug 17, 2026 |
| BlackRock, Inc. | 12.78M | 9.70% | 13G | Jul 29, 2026 |
| Sumitomo Mitsui Trust Group, Inc. (“SMTG”) | 6.45M | 5.06% | 13G | Nov 5, 2024 |
| Vanguard Capital Management LLC | 5.93M | 3.99% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 5.88M | 3.96% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Dan Jedda | officer: CFO & COO | −7,000 | $157.11 |
| Aug 6, 2026 | Gilbert Fuchsberg | officer: President, Subscriptions | −10,719 | $150.00 |
| Aug 3, 2026 | Neil D. Hunt | director | −2,000 | $146.25 |
| Aug 3, 2026 | Matthew C. Banks | officer: VP, CAO | −552 | $146.25 |
| Aug 4, 2026 | Charles Collier | officer: President, Roku Media | −20,538 | $145.93 |
Peers
- Amazon
Broad rival across TV devices, streaming, subscriptions, and CTV ads
- Alphabet Class A
TV-OS, streaming-viewing, subscription, and advertising rival
- Walmart
Onn and VIZIO rival Roku in TV hardware, OS reach, FAST, and ads
- Comcast
Xumo and Peacock overlap in TV platforms, FAST, subscriptions, and ads
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Roku | $157.68 | 0.00% | $23.39B | 67.4 | 48.8 | 4.5 | +21.9% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Comcast | $27.08 | +0.09% | $96.03B | 8.8 | 7.7 | 0.8 | −1.2% |
| Median | 19.4 | 27.2 | 2.4 | +12.8% |