ROKU, INC

For the period ended Nov 2, 2026. Filed Nov 2, 2026.

About this filing

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.

Nov 2, 2026 · Filed Nov 2, 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		Nine Months Ended
	September 30, 2026	September 30, 2025	September 30, 2026	September 30, 2025
Net revenue:
Platform:
Advertising	$727,416	$591,243	$2,012,937	$1,613,119
Subscriptions	580,909	473,401	1,647,587	1,307,813
Total Platform	1,308,325	1,064,644	3,660,524	2,920,932
Devices	193,697	145,994	445,067	421,416
Total net revenue	1,502,022	1,210,638	4,105,591	3,342,348
Cost of revenue:
Platform:
Advertising	268,024	245,736	762,538	695,565
Subscriptions	343,180	271,133	970,028	715,605
Total Platform	611,204	516,869	1,732,566	1,411,170
Devices	242,294	168,870	485,869	463,576
Total cost of revenue	853,498	685,739	2,218,435	1,874,746
Gross profit (loss):
Platform:
Advertising	459,392	345,507	1,250,399	917,554
Subscriptions	237,729	202,268	677,559	592,208
Total Platform	697,121	547,775	1,927,958	1,509,762
Devices	(48,597)	(22,876)	(40,802)	(42,160)
Total gross profit	648,524	524,899	1,887,156	1,467,602
Operating expenses:
Research and development	186,865	182,235	556,037	544,831
Sales and marketing	190,878	242,077	635,322	709,026
General and administrative	106,693	91,121	333,762	285,342
Total operating expenses	484,436	515,433	1,525,121	1,539,199
Income (loss) from operations	164,088	9,466	362,035	(71,597)
Other income, net:
Interest expense	(593)	(455)	(1,692)	(1,348)
Other income, net	23,867	29,019	85,055	75,134
Total other income, net	23,274	28,564	83,363	73,786
Income before income taxes	187,362	38,030	445,398	2,189
Income tax expense (benefit)	4,023	13,218	12,143	(5,695)
Net income	$183,339	$24,812	$433,255	$7,884
Net income per share — basic	$1.23	$0.17	$2.93	$0.05
Net income per share — diluted	$1.20	$0.16	$2.85	$0.05
Weighted-average common shares outstanding — basic	148,646	147,466	148,047	146,855
Weighted-average common shares outstanding — diluted	152,636	151,580	151,856	150,449

Roku Q3 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.