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

Roku Q1 revenue rises 22% to $1.25 billion; full-year revenue outlook raised

Positive Impact 4 of 5 earnings Written later

Roku reported first-quarter 2026 results on April 30, 2026, with total net revenue of $1.25 billion, up 22% year over year, and net income of $86 million, compared with a net loss of $27 million a year earlier. The company said it is raising its full-year 2026 outlook, now expecting total net revenue of $5.5 billion and Adjusted EBITDA of $675 million.

Key points

  • Q1 2026 total net revenue was $1.25 billion, up 22% YoY; Platform revenue was $1.13 billion, up 28%
  • Net income was $86 million in Q1 2026, versus a net loss of $27 million in Q1 2025; Adjusted EBITDA was $148 million, up 165% YoY
  • Q2 2026 outlook: total net revenue of $1.3 billion and Adjusted EBITDA of $170 million; full-year 2026 total net revenue of $5.5 billion and Adjusted EBITDA of $675 million
  • Devices revenue fell 16% YoY to $118 million; the company disclosed $100 million of Q1 share repurchases

The filing

CompanyRoku (ROKU)
Form8-K, current report
Filed with the SECApr 30, 2026, 4:01 PM ET
Accession number0001628280-26-028851

Items reported: 2.02 Results of Operations

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 April 30, 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.