Feed / ROKU

Roku, Inc.

ROKU

Communication Services · 144.98 -0.1% today

Jodie read · what matters now

Revenue increased 22.4% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ROKU, and whether its market group begins moving.

Source storyJul 31, 2026 · mentions ROKURead on Struct ↗
Disclosed connections30 verified links27 additional receipts in Pro
Organic co-movement groupDigital Consumer Platforms · LeaderLast observed group; it is between live snapshots · See active groups →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.

mixed
OperationsconstructiveEvidence score +4
liquiditycautiousEvidence score -1
valuationpremium

What improved

  • Revenue increased 22.4% versus the comparable filing period.
  • Operating income moved from a loss to a profit in the comparable period.

What weakened

  • Cash declined 606.3M versus the comparable period.

Filing receipts

This increase was partially offset by lower average price per impression of 14%, which was driven primarily from changes in product and country mix.

Cash Flows from Financing Activities Net cash used in financing activities increased during the three months ended March 31, 2026 compared to the three months ended March 31, 2025 primarily due to tax payments of $51.5 million to net settle equity awards vested during the period and $100.0 million in repurchases of our common stock, partially offset by proceeds from the exercise of employee stock options of $1.8 million.

Subscriptions Subscriptions revenue increased by $120.5 million, or 30%, during the three months ended March 31, 2026 as compared to the three months ended March 31, 2025, primarily due to a 12% increase in the number of subscriptions and a 22% increase in the average price per subscription.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind ROKU

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CMCSAComcast CorporationpartnerFull receipt with Pro →
AAPLApple Inc.competitorFull receipt with Pro →

Depended on by

DJTTrump Media & Technology GroupdistributorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 27 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

ROKU is currently a Leader in the organic co-movement group Digital Consumer Platforms. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ROKU; it is not active in the latest market snapshot.

Theme membership history

No durable theme membership has been observed for this name yet.