Roku — Q3 2026 Earnings Summary

In the third quarter of 2026, Roku reported total net revenue of $1.5 billion, representing a 24% year-over-year increase, driven by a 23% growth in platform revenue to $1.3 billion. The company achieved net income of $183 million and generated $796 million in trailing twelve-month free cash flow, while streaming hours rose 9% to 39.9 billion. Platform gross margin improved to 53.3%, supported by strong performance in advertising and subscription segments, although devices revenue faced margin pressure due to elevated memory costs. Additionally, the document confirms a pending acquisition of Roku by Fox Corporation, which precludes the company from hosting an earnings call or providing a financial outlook.