ROKU
Market read
The latest filing evidence is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 29 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ROKU's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 29 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decrease was driven by lower freight costs of $39.1 million, primarily due to an IEEPA refund for tariff payments made in previous quarters, and lower manufacturing costs of $27.0 million, partially offset by an $18.4 million increase in inventory reserve…”10-Q · Aug 6, 2026 ↗
“The decrease was primarily driven by a fair value remeasurement loss of $0.3 million on our strategic investment in convertible promissory notes, compared to a gain of $7.0 million during the nine months ended September 30, 2024, and higher interest expense o…”10-Q · Oct 31, 2025 ↗
“The increase was partially offset by $2.3 million of non-recurring restructuring costs in the prior year.”10-Q · May 1, 2026 ↗
“The change in the valuation allowance during the years ended December 31, 2024 and 2023 is primarily attributable to an increase in deferred tax assets generated through capitalization of domestic and foreign research and development expenses for U.S.”10-K · Feb 13, 2026 ↗
Valuation discipline
Price/sales 4.9× · EV/sales 4.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ROKU. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-01.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“Subscriptions Cost of revenue, subscriptions increased by $81.0 million, or 34%, during the three months ended June 30, 2026 as compared to the three months ended June 30, 2025, primarily driven by higher licensing and content costs.”
“Cost of revenue, subscriptions increased by $182.4 million, or 41%, during the six months ended June 30, 2026 as compared to the six months ended June 30, 2025, primarily driven by higher licensing and content costs.”
“This increase was partially offset by a decrease in the average price per impression of 12%, which was driven by changes in product and country mix.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Similarly, some service operators, such as Comcast and Charter Communications (and their joint venture, Xumo, LLC), offer TV streaming applications and devices as part of their cable service plans and can leverage their existing user bases, installation netwo…”
“Large companies such as Amazon, Apple, and Google offer TV streaming devices that compete with Roku streaming devices and those of our licensed Roku TV partners and the Roku TV OS.”
Depended on by
“On March 19, 2025 and May 22, 2025, respectively, TMTG announced the release of Truth+ streaming and on-demand content via Roku.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 27 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
ROKU is currently a Follower in the organic co-movement group Television & Streaming. 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.
Context history
No durable theme membership has been observed for this name yet.