Latest revenue
$1.25B
as of 2026-03-31
Latest net income
$85.7M
as of 2026-03-31
Net margin
6.9%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $18.32B
- Enterprise value
- $18.32B
- P/E (trailing)
- 207.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $131.39
- 52-wk low
- $69.12
- Beta
- —
- Shares out
- 145.9M
5-year trend
What this company does
Item 1: Business Overview Roku, Inc. (“Roku,” the “Company,” “we,” or “us”) is the leading TV streaming platform in the United States, Canada, and Mexico by hours streamed. We pioneered TV streaming and believe that all TV will be streamed. The shift of the TV ecosystem to streaming continues and is expanding TV’s capabilities for viewers, content partners, advertisers, and other industry participants. Nearly every major media company not only has a streaming service, but has also expanded beyond pure subscription streaming models to ad-supported streaming options. Advertisers use TV streaming to reach viewers who are increasingly unreachable on traditional TV, while also benefiting from…
AI summary unavailable — showing raw filing excerpt
Generated from ROKU's filing dated 2026-02-13
Key risks
Item 1A. Risk Factors Our business involves significant risks, some of which are described below. You should carefully consider the risks and uncertainties described below, together with all the other information in this Annual Report, including “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and the consolidated financial statements and the related notes. If any of the following risks actually occur, our business, reputation, financial condition, results of operations, revenue, key performance metrics, and future prospects could be seriously harmed. In addition, you should consider the interrelationship and compounding effects of two or more risks…
AI summary unavailable — showing raw filing excerpt
Generated from ROKU's filing dated 2026-02-13
Profitability
Gross margin
43.8%
0.3%Operating margin
-0.1%
97.8%Net margin
1.9%
159.3%Return on equity
3.3%
164.0%Return on assets
2.0%
166.3%Leverage
Debt / equity
0.67×
8.1%Long-term debt / equity
0.00×
100.0%Debt / assets
40.0%
4.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.25B | +22.4% | $85.7M | +412.4% | 6.9% |
Q4 2025 2025-12-31 | $1.39B | +16.1% | $97.4M | +374.0% | 7.0% |
Q3 2025 2025-09-30 | $1.21B | +14.0% | $7.9M | +187.3% | 0.7% |
Q2 2025 2025-06-30 | $1.11B | +14.8% | $10.5M | +130.9% | 0.9% |
Q1 2025 2025-03-31 | $1.02B | +15.8% | $-27.4M | +46.1% | -2.7% |
Q4 2024 2024-12-31 | $1.20B | — | $-35.5M | — | -3.0% |
Q3 2024 2024-09-30 | $1.06B | +16.5% | $-9.0M | +97.3% | -0.9% |
Q2 2024 2024-06-30 | $968.2M | +14.3% | $-34.0M | +68.4% | -3.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Cable & Other Pay Television Services · SIC 4841
Your notes
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Insider activity
Insider buying
$0
Insider selling
$187.0M
Net activity
−$187.0M
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ROKU
Institutional value
$4.30B
Total shares held
48.4M
Distinct holders
447
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.4M | $702.7M | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M | $611.1M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $556.0M | — | New |
| 4 | ARK Investment Management LLC | 3.8M | $361.5M | — | New |
| 5 | Sumitomo Mitsui Trust Group, Inc. | 1.9M | $177.4M | — | New |
| 6 | Nikko Asset Management Americas, Inc. | 1.8M | $174.9M | — | New |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 1.4M | $132.6M | — | New |
| 8 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.2M | $111.5M | — | New |
| 9 | Assenagon Asset Management S.A. | 1.2M | $110.0M | — | New |
| 10 | VANGUARD FIDUCIARY TRUST CO | 815.0K | $77.1M | — | New |
| 11 | Robeco Institutional Asset Management B.V. | 759.0K | $71.8M | — | New |
| 12 | DIMENSIONAL FUND ADVISORS LP | 750.6K | $71.0M | — | New |
| 13 | Walleye Capital LLC | 724.1K | $68.5M | — | New |
| 14 | JANE STREET GROUP, LLC | 717.5K | $67.9M | — | New |
| 15 | Nuveen, LLC | 571.3K | $54.1M | — | New |
| 16 | Russell Investments Group, Ltd. | 579.1K | $53.7M | — | New |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 501.9K | $47.5M | — | New |
| 18 | UBS Group AG | 496.2K | $46.9M | — | New |
| 19 | FEDERATED HERMES, INC. | 436.4K | $41.3M | — | New |
| 20 | Allianz Asset Management GmbH | 392.3K | $37.1M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ROKU's latest filing finishes processing.