Roku, Inc. filings document the financial reporting, segment structure, governance and capital actions of a public TV streaming platform company. Its Form 8-K reports include shareholder letters with quarterly and annual results, disclosure of the split of the Platform business into Advertising and Subscriptions, and information on share repurchases under a board-approved stock repurchase program.
Roku proxy materials cover annual meeting matters for holders of Class A and Class B common stock, including director elections, advisory votes on executive compensation, auditor ratification and stockholder voting procedures. Other current reports record executive-officer role changes and annual-meeting voting results, including the company’s frequency policy for future say-on-pay votes.
ROKU, INC executive Matthew C. Banks, VP and Chief Accounting Officer, sold 725 shares of Class A Common Stock in an open-market transaction on May 1, 2026 at $125.52 per share.
The sale was made pursuant to Mr. Banks' pre-arranged Rule 10b5-1 trading plan, indicating it was scheduled in advance. Following this transaction, he directly holds 6,222 shares of Roku Class A Common Stock.
ROKU, INC executive Gilbert Fuchsberg, President, Subscriptions, completed an open-market sale of 9,593 shares of Class A Common Stock at $125.52 per share. Following the transaction, he directly holds 50,863 shares. The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan.
ROKU, INC director Neil D. Hunt reported a mix of derivative exercises and open-market sales of the company’s stock. On Class A Common Stock, he sold a total of 2,000 shares in multiple open-market transactions at weighted average prices within ranges from $116.84 to $125.52 per share, under a pre-arranged Rule 10b5-1 trading plan.
Hunt also acquired shares through derivative activity. He converted 2,000 shares of Class B Common Stock into 2,000 shares of Class A Common Stock and exercised derivative securities covering an additional 8,000 shares, including an employee stock option for 4,000 shares with a $8.82 exercise price. Following these transactions, he directly holds 7,782 shares of Class A Common Stock, 16,000 shares of Class B Common Stock, and 55,333 employee stock options. The sales and exercises appear as routine portfolio management under his trading plan.
ROKU, INC President, Roku Media Charles Collier reported an exercise-and-sell transaction in Class A Common Stock. On 2026-05-04, he exercised employee stock options to acquire 20,538 shares at a conversion price of $49.59 per share, then sold 20,538 shares in open‑market trades at weighted average prices between $122.58 and $125.71 per share. The sales were made under a pre-arranged Rule 10b5-1 trading plan, which schedules transactions in advance.
Charles Collier submitted a Form 144 reporting the proposed sale of 20,538 shares of common stock on 05/04/2026 in connection with a stock option exercise. The filing lists prior sales by Mr. Collier in the past three months, including transactions on 04/17/2026, 04/08/2026, 04/16/2026, 03/05/2026, and 03/03/2026 with individual share counts and cash amounts.
ROKU reported a planned sale of 2,000 shares of Common Stock under Rule 144. The filing lists the sale method as a stock option exercise with a settlement/transaction date of 05/01/2026. The record shows three prior 2,000-share dispositions by Neil Hunt during 02/01/2026, 03/02/2026, and 04/01/2026.
ROKU reported a Form 144 disclosing the proposed sale of 725 shares of Common stock issued as restricted stock with an effective date of 03/01/2026. The filing lists recent sales by Matt Banks: 728 on 04/01/2026 and 716 on 03/03/2026 with the associated figures shown in the excerpt. Shares outstanding were 130,717,715 as of 05/01/2026.
Reporting person submitted a Form 144 to sell 9,593 shares of Common Stock. The notice lists Morgan Stanley Smith Barney LLC Executive Financial Services as the broker and 05/01/2026 and NASDAQ on the cover line.
The filing also shows 3,250 shares were sold on 03/03/2026 for $310,602.50 under the "Securities Sold During The Past 3 Months" line.
Roku, Inc. reported a strong turnaround for the quarter ended March 31, 2026, moving to net income of $85.7 million from a net loss of $27.4 million a year earlier. Total revenue rose 22% to $1.25 billion, driven by its higher-margin platform business.
Advertising revenue grew 27% to $612.7 million as video ad impressions increased 59%, while Subscriptions revenue climbed 30% to $518.5 million, helped by more subscriptions and higher average prices, including contributions from Frndly TV and the Howdy launch. Devices revenue fell 16% to $117.6 million and remained unprofitable.
Overall gross profit increased to $564.9 million, and Adjusted EBITDA rose to $148.4 million from $56.0 million. Trailing 12‑month free cash flow improved to $538.8 million. Roku ended the quarter with $1.65 billion in cash and equivalents plus $730.3 million in short‑term investments, and repurchased about 1.0 million shares for $100 million under its buyback program.
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.