8-K - Roku, Inc. | StockGist

AI Analysis

AI-generated analysis. Always verify with the original filing.

Roku, Inc. announced its financial results for the quarter and year ended December 31, 2025, reporting total net revenue of $4.737 billion for the full year and achieving positive net income. The company also provided financial guidance for Q1 and full year 2026, including an outlook for total net revenue of $5.5 billion and net income of $325 million.

Key Takeaways

1Full year 2025 total net revenue was $4.737 billion, up 15% year over year.

2Full year 2025 net income was positive, with Q4 2025 net income of $80.5 million.

3Platform revenue grew 18% year over year to $4.145 billion for full year 2025.

4The company repurchased $150 million of shares under its $400 million stock repurchase program.

5Full year 2026 guidance includes total net revenue of $5.5 billion and net income of $325 million.

6The company expects to achieve 100 million Streaming Households globally in 2026.

Current Report Details

Event Type

Financial Results

Exhibits Only

Disclosure

Mandatory

Variant

8-K

Items Reported

2.02

Results of Operations and Financial Condition. On February 12, 2026, Roku, Inc. (the “Company”) announced its financial results for the quarter and year ended D

Financial Results

9.01

Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1* Shareholder Letter dated February 12, 2026 104 Cover Page Interactive Data Fil

Exhibits Only

Source Document

Results of Operations

Full Year 2025

Metric	Value	Prior Period
Total Net Revenue	$4.7K	15%
Platform Revenue	$4.1K	18%
Gross Profit	$2.1K	15%
Net Income	$80.50

Forward Guidance

Full Year 2026

Total Net Revenue

$5.5K

Net Income

$325.00

Capital Return

Buyback Auth.

400

Exhibits (2)

8-K

99.1

EX-99.1