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Inferra AI / Company / ROKU

Roku

ROKU · Communication Services

Last earnings Aug 6, 2026

Key results

Revenuequarter

$1,111 million

Q2 2025 Key Results Total net revenue was $1,111 million, up 15% year over year (YoY) Platform revenue was $975 million, up 18% YoY

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Platform revenuequarter

15%

Q2 2025 Key Results Total net revenue was $1,111 million, up 15% year over year (YoY) Platform revenue was $975 million, up 18% YoY

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Growthquarter

up 18%

Q2 2025 Key Results Total net revenue was $1,111 million, up 15% year over year (YoY) Platform revenue was $975 million, up 18% YoY

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

YoY) Platform revenue was $975 million, up 18% YoY

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Total net revenue $1,205 $4,650 B Reconciling items between net income and non-GAAP Adjusted EBITDA consist of stock-based compensation of approx.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Net incomequarter

$10,503 thousand

Net income (loss) $ 10,503 $ (33,953) $ (16,928) $ (84,808)

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Research and developmentquarter

$32,961 thousand

Research and development 32,961 33,365 68,819 70,955

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

AI analysis

Q2 2025 · reported Jul 31, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$1,111M
EX-99 · Jul 31, 2025
Net income · Q2 2025
$10,503 thousand
EX-99 · Jul 31, 2025
Research and development · Q2 2025
$32,961 thousand
EX-99 · Jul 31, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Jul 31, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$1,111 million——
Platform revenue15%——
Growthup 18%——
Net income$10,503 thousand——
Research and development$32,961 thousand——

EX-99 · Jul 31, 2025

Guidance · company-stated

Direction: Raised

Revenue$4.075 billion

“We are raising our full-year 2025 outlook for Platform revenue to $4.075 billion and Adjusted EBITDA to $375 million.”

Revenue

“For the full year, we are raising our outlook for Platform revenue to $4.075 billion and Adjusted EBITDA to $375 million, supported by continued momentum in our Platform business.”

Midpoint vs latest-quarter revenue+266.8%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

With improving Adjusted EBITDA and strong Free Cash Flow, we are announcing a stock repurchase program authorizing the purchase of up to $400 million of our Class A common stock.

Stock Repurchase Program Our board of directors has approved a stock repurchase program with authorization to purchase up to $400 million of our Class A common stock through December 31, 2026.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +266.8% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Roku Q2 2025 — Q2 2025 Key Results Total net revenue was $1,111 million, up 15% year over year (YoY) Platform revenue was $975 million, up 18% YoY

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “We are raising our full-year 2025 outlook for Platform revenue to $4.075 billion and Adjusted EBITDA to $375 million.”

Revenue: “For the full year, we are raising our outlook for Platform revenue to $4.075 billion and Adjusted EBITDA to $375 million, supported by continued momentum in our Platform business.”

Revenue — Raised (“raising”)
“We are raising our full-year 2025 outlook for Platform revenue to $4.075 billion and Adjusted EBITDA to $375 million.”

Revenue — Raised (“raising”)
“For the full year, we are raising our outlook for Platform revenue to $4.075 billion and Adjusted EBITDA to $375 million, supported by continued momentum in our Platform business.”

Classified from the release's primary full-year outlook statement.

Capital allocation

With improving Adjusted EBITDA and strong Free Cash Flow, we are announcing a stock repurchase program authorizing the purchase of up to $400 million of our Class A common stock.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Stock Repurchase Program Our board of directors has approved a stock repurchase program with authorization to purchase up to $400 million of our Class A common stock through December 31, 2026.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

This stock repurchase program underscores our commitment to reduce dilution and preserve shareholder value while enhancing EPS (earnings per share) and Free Cash Flow per share over time.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Repurchases under the program may be made from time to time in the open market or through other means, with the amount and timing of repurchases to be determined at our discretion, depending on a variety of factors, including general market conditions, the trading price of our Class A common stock, corporate and regulatory requirements, the availability of funds, other investment opportunities, and other considerations we deem relevant.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Open market repurchases will be structured to occur in accordance with applicable federal securities laws, including within the pricing and volume requirements of Rule 10b-18 under the Securities Exchange Act of 1934, as amended (the Exchange Act).

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

We may also, from time to time, enter into trading plans adopted in accordance with Rule 10b5-1 of the Exchange Act to facilitate stock repurchases.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Strategy & priorities

This initiative, along with our net share settlement program, is intended to help offset dilution from employee equity-based compensation and reflects our continued commitment to delivering long-term shareholder value by growing Free Cash Flow per share.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

We remain confident in our strategy.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Our monetization initiatives position Roku to sustain double digit Platform revenue growth while increasing profitability.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Strategic Investments 14 9.

SEC original ↗Roku — 10-Q Quarterly report10-QAug 6, 2026

All statements other than statements of historical facts in this Quarterly Report, including statements regarding our future results of operations and financial condition, business strategy, and plans and objectives of management for future operations, are forward-looking statements.

SEC original ↗Roku — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

Devices revenue is expected to be slightly down, mostly due to tariffs.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Such forward-looking statements are based on our current beliefs, assumptions and information available to us and involve known and unknown risks, uncertainties and other factors that may cause our actual results to be materially different from any future results expressed or implied by the forward-looking statements.

SEC original ↗Roku — Earnings release (8-K exhibit)EX-99Jul 31, 2025

Legal Proceedings 35 Item 1A.

SEC original ↗Roku — 10-Q Quarterly report10-QAug 6, 2026

Table of Contents NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended ( Securities Act ), and Section 21E of the Securities Exchange Act of 1934, as amended ( Exchange Act ), about us and our industry that involve substantial risks and uncertainties.

SEC original ↗Roku — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Roku — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

T-Mobile US (TMUS) Communication ServicesSea Limited (SE) Communication ServicesRoblox (RBLX) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesNetEase (NTES) Communication Services

Filings

31 documents

Earnings releases

9 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Roku are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Roku by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.