Roku's revenue growth re-accelerated to 24.1% year over year in 2026Q3 after 16.1% in 2025Q4, suggesting its advertising and streaming monetization are gaining traction.
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Revenue growth re-accelerated to 24.1% in 2026Q3 and operating margin rose to 10.9%, though the path has been uneven, with a 4.1% margin in 2026Q1 showing how sensitive profitability remains to quarterly expense timing.
The company is experiencing accelerating Platform revenue growth, driven by its expanding advertising and subscription ecosystem.
Roku's profitability trajectory is improving, supported by its growing monetization strategies and operational efficiencies.
The company is broadening its advertising ecosystem, which is a key driver for revenue and market share expansion.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $1.20+126.4% vs $0.53 | $1.5B+6.5% vs $1.4B |
Q3 2026 Aug 6, 2026 | $1.08+78.5% vs $0.60 | $1.4B+4.4% vs $1.3B |
Q2 2026 Apr 30, 2026 | $0.57+72.6% vs $0.33 | $1.2B+3.7% vs $1.2B |
Q1 2026 Feb 12, 2026 | $0.53+89.3% vs $0.28 | $1.4B+3.0% vs $1.4B |
Beyond analysts' top-and-bottom-line estimates for Roku (ROKU), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.
Investors are watching Roku (NASDAQ:ROKU | ROKU Price Prediction) ahead of third-quarter results expected around Nov. 2. This is the first full quarter since Fox Corporation (NASDAQ:FOXA) agreed to buy the company.
Citi's new Buy rating and a reported investment from Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk haven't been enough to steady Skydance (NYSE:SKYD) shares. Skydance stock is trading at $7.
Roku (ROKU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Benchmark ROKU against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Roku, Inc. (ROKU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $160.52 | $23.81B | 47.69 | 15.18% | 9.34% | 18.37% | — | |
| $7.60 | $223.77M | -4.73 | 67.74% | -1.06% | -2.53% | — | |
| $8.34 | $108.04M | -6.51 | 2.05% | -16.92% | -23.77% | — | |
| $27.39 | $3.92B | 22.84 | 6.85% | 23.58% | 19.35% | — | |
| $17.81 | $831.79M | -60.91 | -2.86% | -4.66% | -5.41% | — | |
| $12.93 | $6.08B | 14.93 | 18.47% | 13.61% | 16.09% | — |
Roku, Inc. (ROKU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Roku, Inc. (ROKU) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Oct 15, 2026·SEC
Oct 6, 2026·SEC
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Roku, Inc. (ROKU) stock FAQ — growth, dividends, profitability & financials explained
Roku, Inc. (ROKU) reported $5.50B in revenue over the trailing twelve months. Revenue was $4.74B in fiscal year 2025. That is 1381% more than the $319.9M of fiscal year 2015.
Roku, Inc. (ROKU) grew revenue by 21.1% over the trailing twelve months, compared with the twelve months before.
Yes. Roku, Inc. (ROKU) earned $513.7M in net income over the trailing twelve months (a 9.3% net margin).
Roku, Inc. (ROKU) had a return on equity (ROE) of 18.4% over the trailing twelve months. That is above the market's typical 10-15%.
Roku, Inc. (ROKU) generated $916.5M in free cash flow over the trailing twelve months.
