ROKU · Roku, Inc · Earnings Call Transcripts & Audio
$152.28
+0.14 (+0.09%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$22.66B
Shares
148.42M
Volume · Sep 30
1.46M
Avg daily vol (3M)
2.47M
Roku, Inc Earnings Call Transcripts
Quarterly earnings calls for Roku, Inc (ROKU), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲12%
$761.37M
−$122.18M
'22 Q3
22-11-02
▲0.2%
$867.06M
−$237.19M
'22 Q4
23-02-15
▲1%
$740.99M
−$193.60M
'23 Q1
23-04-26
▲10.8%
$847.19M
−$107.59M
'23 Q2
23-07-27
▲19.8%
$912.02M
−$330.07M
'23 Q3
23-11-01
▲13.5%
$984.42M
−$78.29M
'23 Q4
24-02-15
▲19%
$881.47M
−$50.85M
'24 Q1
24-04-25
▲14.3%
$968.18M
−$33.95M
'24 Q2
24-08-01
▲16.5%
$1.06B
−$9.03M
'24 Q3
24-10-30
▲22%
$1.20B
−$35.55M
'24 Q4
25-02-13
▲15.8%
$1.02B
−$27.43M
'25 Q1
25-05-01
▲14.8%
$1.11B
$10.50M
'25 Q2
25-07-31
▲14%
$1.21B
$24.81M
'25 Q3
25-10-30
▲16.1%
$1.39B
$80.48M
'25 Q4
26-02-12
▲22.4%
$1.25B
$85.70M
'26 Q1
26-04-30
LATEST
▲21.9%
$1.35B
$164.22M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Roku, Inc (ROKU) Q2 2026 Earnings Call
Revenue
$1.35B
▲ 21.9% YoY Diluted EPS
$1.08
▲ 1442.9% YoY Gross margin
49.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-02
Roku, Inc (ROKU) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-13
Roku, Inc (ROKU) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-12
Roku, Inc (ROKU) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-30
Roku, Inc (ROKU) Q1 2026 Earnings Call Transcript
Confident tone
Retail and OEM distribution expansion
Premium subscriptions and content partners
Device segment and memory cost pressures
Revenue
$1.25B
▲ 22.4% YoY Diluted EPS
$0.57
Gross margin
45.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-10
Roku, Inc (ROKU) March 2026 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-03-04
Roku, Inc (ROKU) March 2026 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-12
Roku, Inc (ROKU) Q4 2025 Earnings Call Transcript
Confident tone
Advertising platform / Ads Manager and DSP integrations
Platform revenue growth and outlook
Profitability and free cash flow
Revenue
$1.39B*
▲ 16.1% YoY Gross margin
43.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Roku, Inc (ROKU) Q3 2025 Earnings Call Transcript
Confident tone
Platform Revenue Growth
Advertising & DSP Partnerships
Home Screen Optimization
Revenue
$1.21B
▲ 14% YoY Diluted EPS
$0.16
Gross margin
43.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Roku, Inc (ROKU) Q2 2025 Earnings Call Transcript
Confident tone
Frndly acquisition and subscription/bundling
Platform revenue growth strategy
2026 outlook and guidance
Revenue
$1.11B
▲ 14.8% YoY Diluted EPS
$0.07
Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Roku, Inc (ROKU) Q1 2025 Earnings Call Transcript
Confident tone
Shift from Guaranteed to Programmatic Advertising
Subscriptions and Frndly Acquisition
Full-Year Guidance Reaffirmation
Revenue
$1.02B
▲ 15.8% YoY Diluted EPS
$-0.19
Gross margin
43.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-13
Roku, Inc (ROKU) Q4 2024 Earnings Call Transcript
Confident tone
Subscriptions and ARPU
Advertising performance
Strategy execution
Revenue
$1.20B*
▲ 22% YoY Gross margin
42.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Roku, Inc (ROKU) Q3 2024 Earnings Call Transcript
Confident tone
Platform Revenue Growth Initiatives
International Expansion and ARPU
M&E Advertising Environment
Revenue
$1.06B
▲ 16.5% YoY Diluted EPS
$-0.06
Gross margin
45.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Roku, Inc (ROKU) Q2 2024 Earnings Call Transcript
Confident tone
Streaming Engagement and Scale
Programmatic and Ad Tech Partnerships
Olympics and Sports Partnerships
Revenue
$968.18M
▲ 14.3% YoY Diluted EPS
$-0.24
Gross margin
43.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Roku, Inc (ROKU) Q1 2024 Earnings Call Transcript
Positive tone
Roku Home Screen as monetization vehicle
Operating expense discipline and profitability
Platform revenue growth strategy for 2025
Revenue
$881.47M
▲ 19% YoY Diluted EPS
$-0.35
Gross margin
44.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-15
Roku, Inc (ROKU) Q4 2023 Earnings Call Transcript
Positive tone
Platform growth and engagement
Media & Entertainment (M&E) headwinds
Advertising recovery
Revenue
$984.42M*
▲ 13.5% YoY Gross margin
44.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Roku, Inc (ROKU) Q3 2023 Earnings Call Transcript
Revenue
$912.02M
▲ 19.8% YoY Diluted EPS
$-2.33
Gross margin
40.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Roku, Inc (ROKU) Q2 2023 Earnings Call Transcript
Revenue
$847.19M
▲ 10.8% YoY Diluted EPS
$-0.76
Gross margin
44.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
Roku, Inc (ROKU) Q1 2023 Earnings Call Transcript
Revenue
$740.99M
▲ 1% YoY Diluted EPS
$-1.38
Gross margin
45.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Roku, Inc (ROKU) Q4 2022 Earnings Call Transcript
Revenue
$867.06M*
▲ 0.2% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Roku, Inc (ROKU) Q3 2022 Earnings Call Transcript
Revenue
$761.37M
▲ 12% YoY Diluted EPS
$-0.88
▼ 283.3% YoY Gross margin
46.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Roku, Inc (ROKU) Q2 2022 Earnings Call Transcript
Revenue
$764.41M
▲ 18.5% YoY Diluted EPS
$-0.82
▼ 257.7% YoY Gross margin
46.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
Roku, Inc (ROKU) Q1 2022 Earnings Call Transcript
Revenue
$733.70M
▲ 27.8% YoY Diluted EPS
$-0.19
▼ 135.2% YoY Gross margin
49.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Roku, Inc (ROKU) Q4 2021 Earnings Call Transcript
Revenue
$865.33M*
▲ 33.2% YoY Gross margin
43.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Roku, Inc (ROKU) Q3 2021 Earnings Call Transcript
Revenue
$679.95M
▲ 50.5% YoY Diluted EPS
$0.48
▲ 433.3% YoY Gross margin
53.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Roku, Inc (ROKU) Q2 2021 Earnings Call Transcript
Revenue
$645.12M
▲ 81.2% YoY Diluted EPS
$0.52
Gross margin
52.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Roku, Inc (ROKU) Q1 2021 Earnings Call Transcript
Revenue
$574.18M
▲ 79% YoY Diluted EPS
$0.54
Gross margin
56.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Roku, Inc (ROKU) Q4 2020 Earnings Call Transcript
Revenue
$649.89M
▲ 58% YoY Diluted EPS
$0.49
Gross margin
47.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Roku, Inc (ROKU) Q3 2020 Earnings Call Transcript
Revenue
$451.66M
▲ 73.1% YoY Diluted EPS
$0.09
Gross margin
47.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Roku, Inc (ROKU) Q2 2020 Earnings Call Transcript
Revenue
$356.07M
▲ 42.4% YoY Diluted EPS
$-0.35
Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-14
Roku, Inc (ROKU) Q1 2020 Earnings Call Transcript
Revenue
$320.77M
▲ 55.2% YoY Diluted EPS
$-0.45
Gross margin
44.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
Roku, Inc (ROKU) Q4 2019 Earnings Call
Revenue
$411.23M
▲ 49.1% YoY Gross margin
39.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–32 of 32 earnings calls
Key facts
CIK
1428439
CUSIP
77543R102
13F (30d)
16 filings
13 filers
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