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$160.52 +0.15 (+0.09%) At close · Nov 6 Play latest call Q1 2026 earnings call transcript
Market Cap
$23.93B
Shares
149.10M
Volume · Nov 6 11.52M Avg daily vol (3M) 2.41M
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Earnings call · FY2026 Q3

Roku, Inc (ROKU) Q3 2026 Earnings Call

Concluded Nov 2, 2026
Nov 2, 2026
Period
FY2026 Q3
Runtime
—
Sources
3 artifacts
Revenue $1.50B +24.1% YoY
Diluted EPS $1.20 +650% YoY
Gross margin 43.2% -0.2 pp YoY
Net income $183.34M +638.9% YoY
Open full screen Slides 14 8-K 10-Q

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 2, 2026
Roku reported Q3 results for the quarter ended September 30, 2026: total net revenue of $1.5 billion, up 24% YoY; platform revenue of $1.3 billion, up 23% YoY; net income of $183 million; and Free Cash Flow (TTM) of $796 million.
10-Q report · filed Nov 2, 2026
Roku reported Platform revenue of $1,308.3 million for the three months ended September 30, 2026, versus $1,064.6 million in 2025, while nine-month net income was $433.3 million. It entered the Merger Agreement with Fox on June 14, 2026.

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Research coverage

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Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Advertising Segment$727.42M +23% YoY
Subscriptions Segment$580.91M +22.7% YoY
Device Segment$193.70M +32.7% YoY
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