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Fox Corporation completed its acquisition of Roku on November 6, 2026, making Roku a wholly owned subsidiary. Shareholders receive $95.30 cash plus 0.9799 Fox shares per share, and Nasdaq trading will halt before November 9, 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.
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.
Roku stockholders approved the Merger Agreement with Fox Corporation at a special meeting on October 14, 2026, with 241,044,988 votes for and 502,927 against (81.5% of outstanding). An advisory merger-related compensation proposal also passed 99.3% in favor.
Roku voluntarily supplemented merger proxy disclosures following stockholder demand letters, adding financial-analysis assumptions, selected-company enterprise values, and transaction bonus limits and recipient details.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Roku raised full-year Platform revenue guidance as Platform revenue grew 28%, advertising and subscriptions revenue grew 27% and 30%, and profitability and trailing free cash flow advanced. The main risks were a 16% decline in Devices revenue, a $19.1 million Devices gross loss, memory-cost pressure, lower Subscriptions gross margin, and a conservative second-half outlook.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 651.53M | Nine Months Ended September 30, 2026 | — |
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| Adjusted EBITDA margin % non-GAAP | 16.6% | Q3 2026 | — |
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| Free Cash Flow (TTM) non-GAAP | 796M | Q3 2026 | — |
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| Platform revenue | $1.31B | FY2026 Q3 | +22.9% |
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| Premium Subscription sign-ups from customers who had never subscribed to that service directly | 95% | Q3 2026 | — |
| Streaming Hours | 37.9B | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ROKU
this stock
Roku, Inc
|
$23.93B | +48.0% | +15.2% | 47.2 | 6.4% |
|
NFLX
Netflix Inc
|
$255.21B | -33.7% | +15.9% | 18.0 | 2.2% |
|
DIS
Walt Disney Co
|
$205.42B | +4.6% | +3.4% | 24.6 | 1.2% |
|
LYV
Live Nation Entertainment, Inc.
|
$42.06B | +25.2% | +8.8% | — | 10.8% |
|
SKYD
Skydance Corp
|
$37.93B | — | -1.5% | — | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Fox Corporation completed its acquisition of Roku on November 6, 2026, making Roku a wholly owned subsidiary. Shareholders receive $95.30 cash plus 0.9799 Fox shares per share, and Nasdaq trading will halt before November 9, 2026.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ROKU | +3.5% | +5.0% | +29.3% | +3.5% | +48.0% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | +6.2% | +10.6% | +29.8% | +6.2% | +40.1% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
