Roku, Inc.
ROKU
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.
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.
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
Depended on by
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.