Roku Q3 revenue rises 14% to $1.211 billion; operating income turns positive
Roku reported third-quarter 2025 total net revenue of $1.211 billion, up 14% year over year, and income from operations of $9.5 million, compared with a loss of $35.8 million a year earlier. The company raised its full-year 2025 Platform revenue outlook to $4.11 billion and Adjusted EBITDA outlook to $395 million, and repurchased $50 million of common stock.
Key points
- Platform revenue was $1.065 billion, up 17% year over year; Devices revenue was $146 million, down 5%.
- Net income was $24.8 million for the quarter, compared with a net loss of $9.0 million a year earlier.
- Full-year 2025 Platform revenue outlook raised to $4.11 billion; Q4 2025 total net revenue expected at approximately $1.35 billion.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits 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 October 30, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.