ROKU, INCROKUEarnings & Financial Report
Roku, Inc. is an American streaming technology company. Founded in 2002 by Anthony Wood, it produces digital media players and TVs, distributes streaming services and operates an ad business on its platform. Roku is the U.S. market leader in streaming video distribution, reaching 145 million people as of 2024. The company also operates in Australia, Canada, France, Germany, the U.K., and Latin America.
ROKU Q1 FY2026 Key Financial Metrics
Revenue
$1.2B
Gross Profit
$445.0M
Operating Profit
$746.1M
Net Profit
$-27.4M
Gross Margin
35.6%
Operating Margin
59.7%
Net Margin
-2.2%
YoY Growth
-18.3%
EPS
$0.57
ROKU, INC Q1 FY2026 Financial Summary
ROKU, INC reported revenue of $1.2B (down 18.3% YoY) for Q1 FY2026, with a net profit of $-27.4M (down 361.0% YoY) (-2.2% margin). Cost of goods sold was $803.9M.
Key Financial Metrics
| Total Revenue | $1.2B |
|---|---|
| Net Profit | $-27.4M |
| Gross Margin | 35.6% |
| Operating Margin | 59.7% |
| Report Period | Q1 FY2026 |
Revenue Breakdown
ROKU, INC Q1 FY2026 revenue of $1.2B breaks down across 3 segments, led by Advertising at $612.7M (49.1% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Advertising | $612.7M | 49.1% |
| Subscriptions | $518.5M | 41.5% |
| Devices | $117.6M | 9.4% |
ROKU, INC Annual Revenue by Year
ROKU, INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $4.7B).
ROKU, INC Quarterly Revenue & Net Profit History
ROKU, INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $1.2B | -18.3% | $-27.4M | -2.2% |
| Q4 FY2025 | $1.4B | +16.1% | $80.5M | 5.8% |
| Q3 FY2025 | $1.2B | +14.0% | $24.8M | 2.0% |
| Q2 FY2025 | $1.1B | +14.8% | $10.5M | 0.9% |
| Q1 FY2025 | $1.0B | +15.8% | $-27.4M | -2.7% |
| Q4 FY2024 | $1.2B | +22.0% | $-35.5M | -3.0% |
| Q3 FY2024 | $1.1B | +16.5% | $-9.0M | -0.9% |
| Q2 FY2024 | $968.2M | +14.3% | $-34.0M | -3.5% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $968.2M | $1.06B | $1.20B | $1.02B | $1.11B | $1.21B | $1.39B | $1.25B |
| YoY Growth | 14.3% | 16.5% | 22.0% | 15.8% | 14.8% | 14.0% | 16.1% | -18.3% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $4.10B | $4.30B | $4.30B | $4.18B | $4.28B | $4.40B | $4.43B | $4.35B |
| Liabilities | $1.71B | $1.84B | $1.81B | $1.65B | $1.69B | $1.77B | $1.78B | $1.68B |
| Equity | $2.39B | $2.46B | $2.49B | $2.53B | $2.59B | $2.63B | $2.66B | $2.67B |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $23.4M | $68.7M | $79.3M | $138.7M | $109.7M | $127.6M | $107.7M | $199.1M |