Welcome to our dedicated page for Roku SEC filings (Ticker: ROKU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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.
Roku Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 6,876,921 shares of Roku common stock, representing 5.26% of the class as of 03/31/2026. The filing lists sole voting power of 1,000,875 shares and sole dispositive power over 6,876,921 shares, and states these holdings include securities held by Vanguard funds and certain Vanguard affiliates.
Roku, Inc. will hold its 2026 annual shareholder meeting virtually on June 11, 2026 at 9:00 a.m. Pacific Time. Stockholders of record as of April 13, 2026 may vote on electing three Class III directors, an advisory say‑on‑pay resolution, and ratifying Deloitte & Touche LLP as auditor for 2026.
The company has 131,191,687 Class A shares with one vote each and 16,502,064 Class B shares with ten votes each, voting together as a single class. A majority of directors are independent, and non‑employee director pay combines a $45,000 cash retainer with equity targeted at $260,000. Executive pay is heavily equity‑based, with no annual cash bonus program, and prior say‑on‑pay support was 78.6%.
Roku, Inc. president of Roku Media Charles Collier exercised and sold a large block of company stock. On April 17, 2026 he exercised employee stock options covering 205,807 shares of Class A Common Stock at various strike prices, including $49.59 and $103.54 per share.
He then sold 205,807 shares in an open-market transaction at $115.00 per share pursuant to a Rule 10b5-1 trading plan, converting his option position into cash. After these transactions, he holds 7,700 shares directly and 600 shares indirectly through the Charles D. Collier Revocable Trust.
Charles Collier submitted a Rule 144 notice to sell 205,807 shares of Common Stock via a Stock Option Exercise on 04/17/2026. The filing lists prior open-market sales in the past three months, including transactions on 04/16/2026, 04/08/2026, 03/05/2026, and 03/03/2026.