Every material Form 8-K Roku filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Roku completed its merger with Fox Corporation on November 6, 2026, becoming a wholly owned subsidiary of FOX. Roku stockholders received $95.30 in cash and 0.9799 of a share of FOX Class A common stock per share, and trading of Roku stock on Nasdaq will halt.
The merger became effective on November 6, 2026, resulting in a change in control.
Stockholders are entitled to $95.30 in cash and 0.9799 of a FOX Class A common stock share per share.
Roku requested the removal of its Class A common stock from listing on Nasdaq.
Roku terminated its existing credit agreement dated September 16, 2024.
Roku, Inc. reported its third-quarter 2026 financial results, highlighting total net revenue of $1.5 billion and net income of $183 million. Due to its pending acquisition by Fox Corporation, the company did not host an earnings call or provide a financial outlook.
Total net revenue grew 24% year over year to $1.5 billion for the quarter ended September 30, 2026.
Platform revenue increased 23% year over year to $1.3 billion.
Net income reached $183 million, compared to $25 million in the prior-year period.
Streaming hours rose 9% year over year to 39.9 billion.
Roku reported second-quarter 2026 total net revenue of $1.35 billion, up 22% from a year earlier, and net income of $164 million, compared with $10.5 million in the same quarter of 2025. The company will not hold an earnings call or provide a financial outlook because of its pending acquisition by Fox Corporation, announced June 15, 2026. For shareholders, revenue and profit both grew, but the absence of guidance means no company forecast is available for coming quarters.
Platform revenue was $1.22 billion, up 25% year over year, with Advertising at $673 million and Subscriptions at $548 million.
Net income was $164 million, or $1.08 per diluted share, versus $10.5 million, or $0.07 per diluted share, in Q2 2025.
Devices revenue was $134 million, down 1% year over year; Devices gross margin of 20.1% included an IEEPA tariff refund.
No earnings call or financial outlook, due to the pending acquisition by Fox Corporation announced June 15, 2026.
Roku entered a merger agreement under which Fox Corporation will acquire Roku in a cash-and-stock deal valued at $160.00 per Roku share, or about $22 billion in enterprise value. Roku stockholders would receive $96.00 in cash and 0.9693 Fox Class A shares per share, and Roku's Class A stock would be delisted from Nasdaq if the deal closes, which is expected in the first half of calendar 2027.
Consideration: $96.00 in cash plus 0.9693 Fox Class A shares per Roku share, with the stock portion based on a $66.03 reference price as of June 10, 2026
Roku stockholders are expected to own about 27% of the combined company
Closing is subject to Roku and Fox shareholder approvals and U.S. and certain non-U.S. regulatory approvals; a Roku holder group controlling at least a majority of voting power has agreed to vote in favor
Fox has obtained $12.0 billion of committed bridge financing from Morgan Stanley Senior Funding
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.
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
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Roku filing is on SEC EDGAR ↗. 8-K briefs of other companies →