AI brief of an SEC Form 8-K · Roku (ROKU)

Roku Q2 revenue rises 15% to $1.11 billion; raises 2025 outlook and authorizes $400M buyback

Positive Impact 4 of 5 earnings Written later

Roku reported second-quarter 2025 total net revenue of $1.111 billion, up 15% year over year, and net income of $10.5 million, compared with a net loss a year earlier. The company raised its full-year 2025 Platform revenue and Adjusted EBITDA outlook and authorized up to $400 million in share repurchases through December 31, 2026.

Key points

  • Q2 total net revenue was $1.111 billion, up 15% YoY; Platform revenue was $975 million, up 18% YoY
  • Net income was $10.5 million, or $0.07 per share, versus a net loss of $34.0 million in Q2 2024
  • Full-year 2025 outlook raised to $4.075 billion Platform revenue and $375 million Adjusted EBITDA; Q2 Adjusted EBITDA was $78 million, up 79%
  • Board authorized up to $400 million of Class A stock repurchases; Dan Jedda was named Chief Financial Officer and Chief Operating Officer, approved July 28, 2025

The filing

CompanyRoku (ROKU)
Form8-K, current report
Filed with the SECJul 31, 2025, 4:11 PM ET
Accession number0001428439-25-000035

Items reported: 2.02 Results of Operations5.02 Director / Officer Change8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 31, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.