Core Insights - Roku has seen significant activity from institutional investors, with GAMMA Investing LLC increasing its holdings by 9.5% in Q3, now owning 1,114 shares valued at $112,000 after acquiring 97 additional shares [1] - The company's stock performance shows a market capitalization of $13.31 billion, with a price-to-earnings ratio of 158.00 and a beta of 1.99, indicating high volatility [2] - Roku reported earnings of $0.53 per share for the last quarter, surpassing analysts' expectations of $0.28, with a revenue of $1.39 billion, reflecting a 16.1% year-over-year increase [2] Institutional Holdings - Institutional investors collectively own 86.30% of Roku's stock, indicating strong institutional interest [1] - Envestnet Asset Management Inc. increased its stake by 29.8% in Q3, owning 226,867 shares valued at approximately $22.72 million [5] Insider Trading - Insider Gilbert Fuchsberg sold 3,250 shares at an average price of $108.78, resulting in a 5.21% decrease in his position [3] - In the last ninety days, insiders have sold a total of 234,790 shares valued at $24.22 million, with corporate insiders owning 13.98% of the stock [3] Analyst Ratings - Recent analyst reports show a consensus rating of "Moderate Buy" for Roku, with an average price target of $123.85 [6] - Analysts have issued various ratings, including a "market outperform" rating with a target price of $145.00 and an "outperform" rating with a target of $150.00 [4][6] Company Overview - Roku, Inc. is a technology company that operates a proprietary streaming platform, providing access to a wide array of entertainment content through internet-connected devices and smart TVs [7] - The company's product lineup includes streaming players and sticks that connect to televisions via HDMI, delivering the Roku OS experience [8]

Core Insights - Roku Inc. shares increased over 10% intra-day following the release of fourth-quarter earnings that surpassed analyst expectations and provided optimistic guidance for 2026 [1] Financial Performance - The company reported an adjusted EPS of $0.53, significantly higher than the consensus estimate of $0.27 [2] - Total revenue reached $1.38 billion, aligning with analyst expectations and reflecting a 16% year-over-year growth [2] - Platform revenue, which encompasses advertising and content distribution, grew by 18% to $1.22 billion, while Devices revenue saw a 3% increase to $171 million [2] Future Projections - For Q1 2026, Roku forecasts revenue of $1.2 billion, surpassing the consensus estimate of $1.17 billion [3] - The full-year revenue for 2026 is projected to be $5.5 billion, exceeding analyst projections of $5.34 billion [3] - Streaming hours increased by 15% year-over-year, totaling 145.6 billion for the full year of 2025 [3] Advertising and Market Position - Roku noted robust growth in advertising, with video advertising growth on its platform outpacing the U.S. OTT market and the broader digital advertising industry in 2025 [4] - The Roku Channel was the second most engaged app on the platform in the U.S., accounting for 6.3% of total TV streaming in December 2025, up from 4.6% the previous year [3] - The company anticipates reaching 100 million streaming households globally by 2026 [4] Revenue Growth Expectations - For 2026, Roku expects Platform revenue growth of 18% to $4.89 billion, with a gross margin projected between 51% and 52% [4] - The company aims to maintain disciplined operations while continuing to invest in platform expansion [4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38211 Roku, Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or (Primary standard industrial code number) (I.R.S. employer iden ...

Shares of Roku (NASDAQ: ROKU) rallied on Friday after the streaming platform's fourth-quarter earnings topped investors' expectations. As of 2:25 p.m. EST, Roku's stock price was up more than 9%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Getty Images. As more people shift from cable to streaming, Roku wins Roku's ...

Roku shared its fourth-quarter earnings for 2025 this week, as well as some exciting plans in the pipeline. The company is rolling out new streaming bundles, expanding its $3 subscription service, Howdy, to more platforms, and partnering with more premium streaming services following the successful addition of HBO Max.Launching bundles in 2026 is a smart move, as it could attract more viewers looking for enticing deals amid rising subscription prices. Many streaming platforms have been increasing their rate ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Shares of Roku jumped more than 6% on Friday after the video streaming company posted fourth-quarter results that trounced analysts' expectations and offered strong guidance.Here's how the company did based on analysts' estimates compiled by LSEG: Earnings per share: 53 cents adjusted vs. 28 centsRevenue: $1.39 billion vs. $1.35 billion"The biggest driver of our subscriptions business is just the secular trend of more and more services moving into a service like premium subscriptions instead of just doing t ...

Roku Inc (NASDAQ:ROKU) stock is surging today, last seen up 5.9% at $87.83, after the streaming name's better-than-expected fourth-quarter results and upbeat annual revenue forecast. The company also signaled plans to begin bundles of premium streaming subscriptions. Rosenblatt Securities upgraded the stock to "buy" from "neutral" after the event, throwing in a price-target hike to $118 from $106. Several other analysts lifted their price targets as well, including Wedbush to $140 from $130. On track for it ...

Um, and now Diane King Hall is here. So, I want to see more about some of these movers, including Rivian this morning. We're joined by Diane King Hall.Good morning. >> Good morning. This is on the winning side, Rivian.So, those shares revving up today off the back of his quarterly results, which it did do better than expected. It did report a loss on an adjusted basis, but again, the street was expecting more bleeding than it reported. The adjusted loss uh 54 cents a share.Revenue coming in at 1.29% billion ...

Core Insights - Roku reported fourth-quarter 2025 earnings of 53 cents per share, surpassing the Zacks Consensus Estimate of 28 cents, and reversing a loss of 24 cents per share from the previous year [1][9] - Revenues increased by 16.1% year-over-year to $1.39 billion, exceeding the consensus mark by 3.12% [1][9] Financial Performance - Platform revenues, which account for 87.7% of total revenues, rose 18.2% year-over-year to $1.22 billion, driven by strong streaming services distribution and video advertising [6] - Device revenues, making up 12.3% of total revenues, grew 3.2% year-over-year to $170.9 million, with gross margin improving by 530 basis points to negative 23.3% [6] - Adjusted EBITDA for the quarter was $169.4 million, reflecting a 119% year-over-year increase, with an adjusted EBITDA margin improvement of 570 basis points to 12.1% [10] Operating Metrics - Gross margin as a percentage of total revenues expanded by 80 basis points year-over-year to 43.5% [7] - Operating expenses decreased by 2% year-over-year to $540.8 million, reducing the percentage of total revenues from 45.9% to 38.8% [7] Segment Highlights - Advertising performance benefited from Roku's scale of over 90 million logged-in streaming households, with The Roku Channel ranking as the 2 app by engagement in the U.S. [3] - The fourth quarter saw record net adds for Premium Subscriptions, supported by holiday promotions and enhancements to the Roku Experience [4] Guidance and Projections - For Q1 2026, Roku estimates total net revenues of approximately $1.2 billion, an 18% year-over-year increase, with platform revenues expected to grow by 21% [12] - For the full year 2026, Roku projects total net revenues of $5.50 billion, with platform revenues of $4.89 billion, representing 18% year-over-year growth [13]