Every 8-K that Roku, Inc. (ROKU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ROKU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ROKU filings page.
Roku, Inc. (ROKU) reported that on September 8, 2026 both Roku and Fox Corporation received a “Second Request” from the U.S. Department of Justice under the Hart-Scott-Rodino Antitrust Improvements Act in connection with their previously announced merger transaction.
The Second Request extends the HSR waiting period until 30 days after both companies have substantially complied, unless the DOJ terminates it earlier or the parties agree to an extension. Roku and Fox state they will continue to cooperate with the DOJ’s review and Roku currently expects the two-step merger to close by the first half of calendar year 2027, subject to regulatory clearance, shareholder approvals, and other customary conditions.
Roku, Inc. reported very strong Q2 2026 results, with total net revenue of $1.35 billion, up 22% year over year. Higher-margin Platform revenue grew 25% to $1.22 billion, driven by both Advertising and Subscriptions, while Devices revenue slipped 1% to $133.7 million. Total gross profit rose 35% to $673.7 million, lifting gross margin to 49.7%. Operating income reached $146.2 million versus a loss a year earlier, and net income increased to $164.2 million, or $1.08 diluted EPS. Adjusted EBITDA was $254.3 million, with an 18.8% margin.
Trailing twelve‑month free cash flow climbed to $704.1 million, up 80% year over year, supported by $719.0 million of cash flow from operations and cash and equivalents of $2.00 billion. Devices gross margin of 20.1% benefited from an IEEPA tariff refund; without it, Q2 Devices gross margin would have been (7.6)%, Q2 net income $127 million, and Q2 free cash flow $242 million. Roku highlighted growth in ad-supported and subscription activity, ongoing product and TV OEM expansion, and a pending acquisition by Fox Corporation, after which it will not host an earnings call or provide financial outlook.
Roku, Inc. updated its reporting structure and recast prior financials to reflect three segments: Advertising, Subscriptions, and Devices, replacing the former combined Platform segment. For 2025, total net revenue was $4.74 billion, with Platform revenue of $4.14 billion and Devices revenue of $0.59 billion.
Advertising revenue grew 13% to $2.33 billion, while Subscriptions revenue rose 25% to $1.82 billion, helped by the Frndly TV acquisition and the launch of Howdy. Streaming Hours increased 15% to 145.6 billion, showing higher user engagement across the platform.
Roku moved from a 2024 net loss to 2025 net income of $88.4 million and expanded Adjusted EBITDA to $420.5 million. Free Cash Flow for the twelve months ended December 31, 2025 reached $483.6 million, supported by stronger profitability and disciplined spending, while Devices remained managed near break-even to prioritize user growth.
Roku, Inc. reported the results of its annual stockholder meeting held via live webcast on June 11, 2026. Stockholders elected three Class III directors—Jeffrey Hastings, Neil Hunt, and Anthony Wood—to terms lasting until the 2029 annual meeting, with support ranging from 83.8% to 94.9% of votes cast.
Stockholders also approved, on an advisory basis, the compensation of Roku’s named executive officers, with 85.4% of votes cast in favor. In addition, stockholders ratified Deloitte & Touche LLP as Roku’s independent registered accounting firm for the fiscal year ending December 31, 2026, with 99.5% of votes cast in support.
Roku, Inc. has agreed to be acquired by Fox Corporation in a cash-and-stock merger. Roku stockholders will receive $160.00 per share, made up of $96.00 in cash and 0.9693 shares of Fox Class A common stock, subject to customary adjustments and tax withholding. The deal values Roku at approximately $22 billion in enterprise value, and Roku stockholders are expected to own about 27% of the combined company, with Fox stockholders owning about 73%.
The transaction involves a two-step merger structure that will make Roku a wholly owned Fox subsidiary, after which Roku will be delisted from Nasdaq and its shares deregistered. All Roku equity awards will be cashed out or converted into cash and Fox equity awards based on the merger terms. The merger is unanimously approved by both boards and supported by voting agreements from Roku holders with approximately 55% of its voting power and Fox holders with approximately 38.7% of its voting power.
Closing is targeted for the first half of 2027 and is subject to stockholder approvals, U.S. and non-U.S. regulatory clearances, effectiveness of a Fox Form S-4 registration statement, and the absence of material adverse effects. The agreement includes mutual termination rights, a termination date that can extend to March 14, 2028 under certain conditions, reciprocal termination fees of $866,084,000 for specified circumstances, a $1,237,262,000 regulatory-related fee payable by Fox in certain cases, and up to $70,000,000 of expense reimbursement to Roku if Fox stockholders do not approve the share issuance.
Roku, Inc. reported strong Q1 2026 results, with total net revenue of $1.25 billion, up 22% year over year, driven mainly by its Platform business. Platform revenue reached $1.13 billion, up 28% year over year, as Advertising and Subscriptions both contributed.
The company returned solidly to profitability, generating net income of $85.7 million versus a loss a year ago, and Adjusted EBITDA of $148.4 million, up 165% year over year, with an 11.9% margin. Trailing twelve‑month free cash flow rose to an all‑time high of $538.8 million, up 81% year over year.
Roku also repurchased $100 million of stock in Q1 (total $250 million since Q3 under a $400 million program). For Q2 2026, it guides to $1.295 billion in net revenue, $580 million in gross profit, and $170 million in Adjusted EBITDA. For full‑year 2026, Roku expects $5.54 billion in net revenue and $675 million in Adjusted EBITDA, and continues to target $1 billion of free cash flow by 2028.
Roku, Inc. is changing how it reports its business, splitting its current Platform segment into two new segments: Advertising and Subscriptions. Advertising will capture Roku’s various video ad formats and related services, while Subscriptions will capture subscription revenue shares, Premium Subscriptions, owned and operated subscription services, and branded remote-control buttons.
The new structure will be used starting with results for the quarter ended March 31, 2026, and does not change Roku’s consolidated financial results. To help comparisons, Roku furnished supplemental segment data for 2024 and 2025. This information shows total net revenue rising from $4,112.9 million in 2024 to $4,737.3 million in 2025, with net income moving from a $129.4 million loss to an $88.4 million profit and Adjusted EBITDA increasing from $260.2 million to $420.5 million.
Roku, Inc. reported strong 2025 results, returning to profitability and accelerating growth in its streaming platform business. Full-year net revenue reached $4.737 billion, up 15% year over year, with Platform revenue of $4.145 billion, up 18%, and gross profit of $2.074 billion, also up 15%.
The company delivered 145.6 billion streaming hours, up 15%, and generated positive net income of $88.4 million after a prior-year loss. Free cash flow was $483.6 million, and Roku repurchased $150 million of stock under a $400 million authorization, emphasizing free cash flow per share.
Management guides 2026 total net revenue to $5.5 billion, net income to $325 million, and Adjusted EBITDA to $635 million, with expectations for sustained double-digit Platform revenue growth and expanding operating and net income margins while keeping operating expenses to mid-single-digit growth.
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.
Roku, Inc. filed an Amendment No. 1 to its Form 8-K originally submitted on June 12, 2025. The sole purpose of this Form 8-K/A is to disclose the Board of Directors’ formal decision regarding the frequency of future non-binding stockholder advisory votes on executive compensation (the “Say-on-Pay Vote”).
Consistent with the voting results from the 2025 Annual Meeting of Stockholders held on June 11, 2025—where a majority of shareholders favored an annual Say-on-Pay Vote—and in line with the Board’s recommendation in the proxy statement, Roku will conduct Say-on-Pay Votes every year. The Board will revisit the frequency after the next Say-on-Frequency vote, which is required to occur no later than Roku’s 2031 Annual Meeting. No other information from the original Form 8-K has been changed.