Roku 8-K: Q3 2025 results furnished under Item 2.02

Rhea-AI Filing Summary

Roku, Inc. furnished an update on its business by announcing financial results for the quarter ended September 30, 2025. The company made its Shareholder Letter available as Exhibit 99.1, providing details on Q3 performance. The materials were furnished under Item 2.02 and are not deemed filed under the Exchange Act, which limits their legal incorporation into other filings unless specifically referenced.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

1173 Coleman AveSan JoseCalifornia0001428439FALSE00014284392025-10-302025-10-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 30, 2025

Roku, Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware			001-38211			26-2087865
(State or Other Jurisdiction of Incorporation)			(Commission File Number)			(IRS Employer Identification No.)
1173 Coleman Ave San Jose, California						95110
(Address of Principal Executive Offices)						(Zip Code)

(408) 556-9040

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
 

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class:			Trading Symbol(s):			Name of Exchange on Which Registered:
Class A Common Stock, $0.0001 par value			ROKU			The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition.

On October 30, 2025, Roku, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2025. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference.

The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933 or the Securities Exchange Act of 1934, except as expressly stated by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits.

(d)			Exhibits.
Exhibit Number			Description
99.1*			Shareholder Letter dated October 30, 2025
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

*This exhibit is intended to be furnished and shall not be deemed “filed” for purposes of the Securities and Exchange Act of 1934.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			Roku, Inc.
Dated: October 30, 2025
			By:			/s/ Dan Jedda
						Dan Jedda
						Chief Financial Officer and Chief Operating Officer

FAQ

What did Roku (ROKU) announce in this 8-K?

Roku announced its financial results for the quarter ended September 30, 2025 and furnished a Shareholder Letter as Exhibit 99.1.

Which exhibit contains Roku’s Q3 2025 details?

Exhibit 99.1 contains the Shareholder Letter dated October 30, 2025 with the company’s Q3 2025 results.

Under which item did Roku furnish the results?

The information was furnished under Item 2.02 (Results of Operations and Financial Condition).

Are the materials considered filed or furnished?

They are furnished, not filed, and therefore are not subject to Section 18 liability nor incorporated into other filings unless expressly referenced.

What period do the results cover for Roku (ROKU)?

The results cover the quarter ended September 30, 2025.

What is Roku’s trading symbol and exchange?

Roku’s Class A common stock trades under the symbol ROKU on The Nasdaq Global Select Market.