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Roku Stock Rallies After Q4 Earnings: Here's Why
Benzinga· 2026-02-12 21:39
Core Insights - Roku reported quarterly earnings of 53 cents per share, significantly exceeding the consensus estimate of 27 cents by 93.43% [2] - Quarterly revenue reached $1.4 billion, surpassing the analyst consensus estimate of $1.35 billion and increasing from $1.2 billion in the same period last year [2] - Total net revenue for the fiscal year was $4.74 billion, reflecting a 15% year-over-year growth [3] Financial Performance - Platform revenue amounted to $4.15 billion, up 18% year-over-year [3] - Gross profit was reported at $2.07 billion, also up 15% year-over-year [3] - Streaming hours reached 145.6 billion, marking a 15% increase year-over-year [3] Future Outlook - Roku anticipates first-quarter revenue of $1.2 billion, exceeding the $1.16 billion analyst estimate [3] - For fiscal 2026, the company projects revenue of $5.5 billion, compared to the $5.35 billion estimate [3] - The Roku Channel ranked as the 2 app on the platform by engagement in the U.S. [3]