Roku, INC

Market Movers (8-K)

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NASDAQ
Roku and Fox Corporation have received a second request from the DOJ regarding their merger, extending the HSR Act waiting period and pushing the expected closing into the first half of 2027.
Delay expected
NASDAQ
Roku, Inc. files an 8-K to reflect changes in its reportable segments, recasting prior period information for Advertising, Subscriptions, and Devices.
NASDAQ
Roku, Inc. held its annual meeting on June 11, 2026, where stockholders voted on director elections, executive compensation, and auditor ratification.
NASDAQ
Fox Corporation announced a definitive agreement to acquire Roku, Inc. for approximately $22 billion in a cash and stock transaction, aiming to create a scaled media and technology platform.
NASDAQ
Roku, Inc. is restructuring its reporting segments, splitting the 'Platform' segment into 'Advertising' and 'Subscriptions' effective Q1 2026, with updated historical financial data provided.
NASDAQ
Roku reported excellent 2025 results with positive net income, expanded Adjusted EBITDA margin, and record Free Cash Flow, driven by strong platform monetization and strategic investments.
Better than expected

Quarterly Earnings (10-Q)

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NASDAQ
Roku reported a return to profitability in Q1 2026 with $85.7 million in net income, driven by strong growth in advertising and subscription revenue.
Capital raise
Better than expected
NASDAQ
Roku reports net income of $24.8 million in Q3 2025, driven by a 17% increase in platform revenue and improved Adjusted EBITDA, despite device segment losses.
Capital raise
Better than expected
NASDAQ
Roku, Inc. reported a return to net income in the second quarter of 2025, driven by robust platform revenue growth and improved device segment performance, alongside the strategic acquisition of Frndly TV.
Better than expected
Capital raise
NASDAQ
Roku's Q1 2025 results show a 16% increase in total net revenue, driven by platform growth, despite a loss in the devices segment.
Better than expected
NASDAQ
Roku's Q3 2024 results show continued platform revenue growth and increased streaming hours, alongside ongoing restructuring efforts to reduce operating expenses.
Better than expected
NASDAQ
Roku's Q2 2024 results show a 14% increase in total net revenue driven by platform growth, while the devices segment continues to face challenges.
Better than expected

Annual Reports (10-K)

NASDAQ
Roku, Inc. reported a return to net income in 2025, driven by significant growth in Platform revenue, Adjusted EBITDA, and Free Cash Flow, alongside strategic acquisitions and product expansions.
Capital raise
Better than expected
NASDAQ
Roku's 2024 annual report reveals a significant increase in streaming hours and platform revenue, but the company still reports a net loss for the year.
Worse than expected
NASDAQ
Roku's 2023 annual report highlights a year of growth in active accounts and streaming hours, alongside strategic investments and challenges in a competitive market.
Worse than expected
Capital raise

Insider Trading (Form 4)

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NASDAQ
Dan Jedda, CFO & COO of Roku, Inc, sold 7,000 shares of common stock on September 15, 2026 for $156.81 per share.
NASDAQ
Anthony J. Wood, CEO and Chairman BOD, a Director and 10% owner of Roku, Inc, reported multiple transactions in common stock on September 14, 2026.
NASDAQ
Charles Collier, President, Roku Media of Roku, Inc, sold 20,538 shares of common stock on September 4, 2026.
NASDAQ
Roku, Inc. announced that the U.S. Department of Justice has issued a second request for information regarding its proposed merger with Fox Corporation, extending the regulatory review period.
Delay expected
NASDAQ
Anthony J. Wood, CEO and Chairman BOD, a Director and 10% owner of Roku, Inc, reported multiple transactions in common stock on September 1, 2026.
NASDAQ
Christopher T. Handman, SVP & General Counsel of Roku, Inc, sold 2,999 shares of common stock on September 1, 2026 for $155.64 per share.

Proxy Statements (Def-14A)

NASDAQ
Roku, Inc. announces its 2026 Annual Meeting of Stockholders to be held virtually on June 11, 2026.
NASDAQ
Roku, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NASDAQ
Roku's 2025 annual meeting will address director elections, executive compensation, and auditor ratification.
NASDAQ
Roku, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NASDAQ
Roku's 2024 proxy statement details proposals for the upcoming annual meeting, including director elections, an amended equity incentive plan, and executive compensation.

Schedule 13G - Passive Investments

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NASDAQ
FMR LLC has disclosed a beneficial ownership of 4.0% of Roku Inc.'s Class A Common Stock as of June 30, 2026.
NASDAQ
FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 13.0% of Roku Inc.'s Class A Common Stock as of March 31, 2026.
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 5.26% of Roku Inc.'s common stock as of March 31, 2026.
NASDAQ
The Vanguard Group reports 0% beneficial ownership in Roku Inc. following an internal realignment, with subsidiaries now reporting separately.
NASDAQ
FMR LLC and Abigail P. Johnson reported a 10.5% beneficial ownership stake in Roku Inc.'s Class A Common Stock as of December 31, 2025.
NASDAQ
ARK Investment Management and Catherine D. Wood report a 4.50% beneficial ownership stake in Roku, Inc. Class A Common Stock.