Roku Q4 revenue rises 16% to $1.39 billion; 2025 net income turns positive
Roku reported fourth-quarter and full-year 2025 results in a shareholder letter filed February 12, 2026. Q4 total net revenue was $1.395 billion, up 16% from a year earlier, and the company reported Q4 net income of $80.5 million compared with a $35.5 million loss in Q4 2024. The company also guided to 2026 total net revenue of $5.500 billion and Adjusted EBITDA of $635 million.
Key points
- Q4 2025 total net revenue was $1.395 billion, up 16% year over year; Q4 net income was $80.5 million, versus a loss of $35.5 million in Q4 2024.
- Full-year 2025 total net revenue was $4.737 billion, up 15%, and net income was $88.4 million, versus a loss of $129.4 million in 2024.
- For 2026, Roku expects total net revenue of $5.500 billion and Q1 2026 total net revenue of $1.200 billion.
- Roku repurchased $150 million of shares under a $400 million stock repurchase program announced in the third quarter of 2025.
The filing
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 February 12, 2026.
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.