ROKU, INC

For the period ended Apr 30, 2026. Filed Apr 30, 2026.

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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.

Apr 30, 2026 · Filed Apr 30, 2026

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ROKU$160.52+0.1%Stored close · as of Nov 6, 2026

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Contents

EX-99.1 · (in thousands, except per share data)

(in thousands, except per share data)

	Three Months Ended
	3/31/2026	3/31/2025
Net revenue:
Platform:
Advertising	$612,705	$482,823
Subscriptions	518,525	397,994
Total Platform	1,131,230	880,817
Devices	117,649	139,855
Total net revenue	1,248,879	1,020,672
Cost of revenue:
Platform(1):
Advertising	241,736	212,424
Subscriptions	305,409	204,082
Total Platform	547,145	416,506
Devices(1)	136,798	159,121
Total cost of revenue	683,943	575,627
Gross profit (loss):
Platform:
Advertising	370,969	270,399
Subscriptions	213,116	193,912
Total Platform	584,085	464,311
Devices	(19,149)	(19,266)
Total gross profit	564,936	445,045
Operating expenses:
Research and development (1)	189,492	184,579
Sales and marketing (1)	221,221	223,693
General and administrative (1)	102,451	94,503
Total operating expenses	513,164	502,775
Income (loss) from operations	51,772	(57,730)
Other income, net:
Interest expense	(624)	(433)
Other income, net	37,497	17,649
Total other income, net	36,873	17,216
Income (loss) before income taxes	88,645	(40,514)
Income tax expense (benefit)	2,945	(13,083)
Net income (loss)	$85,700	$(27,431)
Net income (loss) per share — basic	$0.58	$(0.19)
Net income (loss) per share — diluted	$0.57	$(0.19)
Weighted-average common shares outstanding — basic	147,510	146,197
Weighted-average common shares outstanding — diluted	151,024	146,197

Roku Q1 2026 Shareholder Letter

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.