The financials
Roku, Inc. by the numbers
Roku, Inc. (ROKU) reported revenue of $1.25B in Q1 2026 (quarter ended Mar 31, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 45% and net income of $86M (6.9% of revenue). For the full year FY2025, revenue was $4.74B (+15% year on year) and net income $88M. Its largest product in Jun 2026 was Advertising at $673M, 50% of the disclosed total, ahead of Subscriptions at 40%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.25B | $1.02B | +22% |
| Gross profit | $565M | $445M | +27% |
| Operating income | $52M | −$58M | to a profit |
| Net income | $86M | −$27M | to a profit |
| Diluted EPS | $0.57 | −$0.19 | to a profit |
| Product | Revenue | Share |
|---|---|---|
| Advertising | $673M | 50% |
| Subscriptions | $548M | 40% |
| Device | $134M | 9.9% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $1.35B (+8.5%)
Subscriptions grew +26% year on yearDevice -1.4% year on year
Segment Latestquarter on quarteryear on year
- Advertising$672.8M$672.8MQoQ +9.8%year on year +25%+9.8%+25%
- Subscriptions$548.2M$548.2MQoQ +5.7%year on year +26%+5.7%+26%
- Device$133.7M$133.7MQoQ +14%year on year -1.4%+14%-1.4%