Symbols

ROKU

Roku·NASDAQ

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ROKU fundamentals

ROKU Q4 2025 Earnings

Roku (ROKU) released its earnings on Feb 12, 2026: revenue was 1.39B (YoY +16.14%), beat estimates; EPS was 0.53 (YoY +320.83%), beat estimates.

Revenue / YoY

1.39B

+16.14%

EPS / YoY

0.53

+320.83%

Report date

Feb 12, 2026

ROKU Earnings Call Summary for Q4,2025

Revenue Momentum: 18% platform revenue growth in 2025, guided for >21% Q1 2026 and 18% full year, driven by AI-powered ads and subscriptions.
AI Advantage: Integrating generative AI to reduce content costs, enhance recommendations, and expand SMB ad market via Ads Manager.
International Expansion: Mexico and Brazil showing monetization success, with streaming households set to exceed 100 million in 2026.
Financial Strength: $421 million adjusted EBITDA in 2025, targeting $635 million in 2026, and $1 billion+ free cash flow by 2028.
Share Buyback: $150 million executed in Q4 2025, $250 million remaining on $400 million program.

Earnings

EPS

Revenue

Revenue & Expenses

ROKU has released its 2025 Q4 earnings report, with revenue of 1.39B, reflecting a YoY change of 16.14%, and net profit of 80.48M, showing a YoY change of 326.39%. The Sankey diagram below clearly presents ROKU's revenue sources and cost distribution.

Key Indicators

Roku (ROKU) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Roku (ROKU)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Roku (ROKU)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Roku (ROKU)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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