GuruFocus·Jun 25, 2026
Are ROKU, HUN, OLN Obtaining Fair Deals for their Shareholders?Are ROKU, HUN, OLN Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026
Roku, Inc.(ROKU)Earnings, Financials & Key Ratios
ROKU•NASDAQ
$142.26
241.1× P/E·Price updated Jul 6, 2026
AboutRoku, Inc., together with its subsidiaries, operates a TV streaming platform. The company operates in two segments, Platform and Player. Its platform allows users to discover and access various movies and TV episodes, as well as live TV, news sports, shows, and others. As of December 31, 2021, the company had 60.1 million active accounts. It also provides digital and video advertising, content distribution, subscription, and billing services, as well as other commerce transactions, and brand sponsorship and promotions; and manufactures, sells, and licenses smart TVs under the Roku TV name. In addition, the company offers streaming players, and audio products and accessories under the Roku brand name; and sells branded channel buttons on remote controls of streaming devices. It provides its products and services through retailers and distributors, as well as directly to customers through its website in the United States, Canada, the United Kingdom, France, Mexico, Brazil, Chile, Peru, North and South Americas, and Europe. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.Show more
- Revenue$4.74B+15.2%
- EBITDA$335M+176.3%
- Net Income$88M+168.3%
- EPS (Diluted)0.59+166.3%
- Gross Margin43.79%-0.3%
- EBITDA Margin7.07%+139.9%
- Operating Margin-0.12%+97.8%
- Net Margin1.87%+159.3%
- ROE3.43%+163.9%
ROKU Price & Volume
Roku, Inc. (ROKU) stock price & volume — 10-year historical chart
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Platform Scaling Drives Transition Toward GAAP Profitability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Expanding
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Platform Ecosystem Competitive Encroachment
Key Thesis Takeaways
- Roku is successfully pivoting toward sustainable profitability, evidenced by a 22.4% year-over-year revenue growth in 2026Q1 and a shift to a 4.1% operating margin.
- While the company has improved its free cash flow margin to 15.7%, investors should monitor the erosion of its platform-neutral moat as it expands into first-party hardware.
- The long-term outlook remains contingent on managing stock-based compensation, which reached $78.7M in 2026Q1, and mitigating potential goodwill impairment risks from its $309.4M balance sheet allocation.
Verdict Logic
while the company has achieved a 15.7% free cash flow margin, the high forward P/E of 54.73 and persistent stock-based compensation expenses of $78.7M suggest that current valuation levels may already price in significant future operational improvements.
ROKU Growth Metrics
Roku, Inc. (ROKU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years30.94%
5 Years21.65%
3 Years14.86%
TTM16.78%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM290.15%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM281.62%
Return on Capital
10 Years-12.33%
5 Years-7.83%
3 Years-10.83%
Last Year-0.18%
ROKU Recent Earnings
Roku, Inc. (ROKU) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.57+72.6%
$0.33
Rev
$1.2B+3.7%
$1.2B
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$0.53+89.3%
$0.28
Rev
$1.4B+3.0%
$1.4B
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.16+128.6%
$0.07
Rev
$1.2B-10.5%
$1.4B
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.07+143.8%
$0.16
Rev
$1.1B-7.8%
$1.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.57vs $0.33+72.6% | $1.2Bvs $1.2B+3.7% |
| Q1 2026 | Feb 12, 2026 | $0.53vs $0.28+89.3% | $1.4Bvs $1.4B+3.0% |
| Q4 2025 | Oct 30, 2025 | $0.16vs $0.07+128.6% | $1.2Bvs $1.4B-10.5% |
| Q3 2025 | Jul 31, 2025 | $0.07vs $0.16+143.8% | $1.1Bvs $1.2B-7.8% |
Based on last 12 quarters of dataView full earnings history →
Latest ROKU News
Recent stock market news and headlines for Roku, Inc. (ROKU)
Zacks Investment Research·Jun 25, 2026
Here's Why Roku (ROKU) is a Strong Growth StockWhether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Zacks Investment Research·Jun 25, 2026
Zacks Industry Outlook Netflix, Roku and Sirius XMNetflix, Roku and Sirius XM have been highlighted in this Industry Outlook article.
Zacks Investment Research·Jun 24, 2026
4 Broadcast Radio & TV Stocks to Watch From a Challenging IndustryRadio and television broadcast companies like NFLX, FOXA, ROKU and SIRI benefit from higher content consumption and steady digital viewing despite intense competition for ad revenues.
MarketBeat·Jun 23, 2026
Fox Captures The Living Room With $22B Roku BuyLegacy media faces a structural crisis that cannot be solved by simply greenlighting better television shows. Owning premium content means very little if a network does not control how that content physically reaches viewers.
Peers Comparison
Key metrics vs top competitors for Roku, Inc. (ROKU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $142.26 | $21.01B | 241.12 | 15.18% | 1.87% | 3.43% | — | |
| $10.23 | $301.13M | -42.63 | 67.74% | -0.9% | -2.29% | — | |
| $9.08 | $117.62M | -12.27 | 2.05% | -14.95% | -20.76% | — | |
| $20.84 | $2.98B | 21.94 | 6.85% | 21.96% | 18.57% | — | |
| $13.52 | $631.43M | -43.61 | -2.86% | -6.21% | -6.98% | — | |
| $19.31 | $9.08B | 21.22 | 18.47% | 14.57% | 16.91% | — |
Compare ROKU vs Peers
Roku, Inc. (ROKU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ROKU SEC Filings & Documents
Roku, Inc. (ROKU) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Apr 13, 2026·SEC
Material company update
Feb 12, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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ROKU Frequently Asked Questions
Roku, Inc. (ROKU) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Roku, Inc.'s revenue?
Roku, Inc. (ROKU) reported $4.97B in revenue for fiscal year 2025. This represents a 1452% increase from $319.9M in 2015.
How fast is Roku, Inc. growing?
Roku, Inc. (ROKU) grew revenue by 15.2% over the past year. This is strong growth.
Is ROKU profitable?
Yes, Roku, Inc. (ROKU) is profitable, generating $201.5M in net income for fiscal year 2025 (1.9% net margin).
Dividend & Returns
What is ROKU's return on equity?
Roku, Inc. (ROKU) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.
What is Roku, Inc.'s free cash flow?
Roku, Inc. (ROKU) generated $652.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.