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ROKU, INC (ROKU) SEC Filings, Jun-Jul 2026

ROKU NASDAQ

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.

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Roku director Neil D. Hunt reported stock trades combining a small sale with option activity. He sold a total of 2,000 shares of Class A Common Stock in open-market transactions at weighted average prices around $139–$141 per share, executed under a Rule 10b5-1 trading plan. Hunt also converted 2,000 shares of Class B Common Stock into Class A Common Stock and exercised employee stock options for 4,000 shares of Class B Common Stock at an exercise price of $8.82 per share. Following these transactions, he directly holds 9,629 shares of Class A Common Stock, 20,000 shares of Class B Common Stock and 47,333 employee stock options.

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ROKU, INC executive Matthew C. Banks, the company’s VP and Chief Accounting Officer, reported an open-market sale of Class A common stock. He sold 554 shares at a price of $138.88 per share in a single transaction conducted under a pre-arranged Rule 10b5-1 trading plan. Following this sale, Banks directly owns 7,171 shares of Roku Class A common stock, indicating he retains the majority of his reported holdings after this planned transaction.

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ROKU submitted a Form 144 notice concerning the proposed sale of 2,000 shares on 07/01/2026 tied to a stock option exercise with cash payment to the issuer. The filing also records two prior reported sales by Neil Hunt: 2,000 shares on 06/01/2026 for $258,192.95 and 2,000 shares on 05/01/2026 for $244,222.44.

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Matt Banks reported dispositions of Common stock via a Form 144 notice. The filing lists 554 shares of restricted Common stock dated 06/01/2026 as securities to be sold and shows prior sales of 546 shares on 06/02/2026 and 725 shares on 05/01/2026.

The broker listed is Morgan Stanley Smith Barney LLC Executive Financial Services at 1 New York Plaza; the filing references NASDAQ as the market. The filing is a routine Regulation 144 notice describing intended and recent dispositions.

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Fox Corporation entered into a $1.0 billion senior unsecured Term Loan Credit Agreement to finance its previously announced acquisition of Roku, Inc. The facility, committed by a syndicate led by Morgan Stanley Senior Funding, Inc., is contingent on consummation of the Acquisition and matures two years after the Acquisition is consummated. The agreement permits the Company to incur up to an additional $1.0 billion of term loans, includes customary covenants and an operating income leverage ratio covenant of 4.5 to 1.0, and ties pricing and commitment fees to the Company’s public debt ratings.

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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.

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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.

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ROKU, INC CFO & COO Dan Jedda sold shares of the company in a planned transaction. On June 15, 2026, he executed an open-market sale of 7,000 shares of Roku Class A Common Stock at $143.87 per share.

These shares were sold pursuant to Mr. Jedda's Rule 10b5-1 trading plan, indicating the sale was pre-arranged rather than timed discretionarily. After the transaction, he continues to directly hold 79,963 Roku shares, keeping a substantial equity stake in the company.

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Fox Corporation announced an agreement to acquire Roku, Inc. The transaction values Roku at $160.00 per share in a cash-and-stock deal.

FOX will pay $96.00 in cash per Roku share and issue 0.9693 FOXA Class A shares per Roku share (stock component ~$64.00 based on a $66.03 reference price). Consideration mix is 60% cash (~$15B) and 40% stock (~152 million FOXA shares). Funding includes approximately $8B of new debt and roughly $9B of pro forma combined cash. On a pro forma basis, FOX shareholders are expected to own ~73% and Roku shareholders ~27%. FOX expects net leverage at close of ~2.8x pro forma TTM EBITDA (inclusive of 50% credit for run-rate cost synergies) and $400M of run-rate cost synergies. The parties expect the deal to close in the first half of 2027. FOX and Roku state Roku will continue to operate as an open, partner-friendly platform; completion remains subject to regulatory clearances including HSR and other approvals.

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Fox Corporation announced an agreement to acquire Roku in a cash-and-stock transaction valuing Roku at $160.00 per share. The deal comprises $15 billion in cash (60%) and approximately 152 million Fox Class A shares (40%), with 0.9693 FoxA shares and $96.00 cash per Roku share. Fox expects the combined company to be majority-owned by existing Fox shareholders (~73% pro forma) and targets closing in 1H 2027, funded with about $8 billion of new debt and available cash. Management projects ~$400 million of run-rate cost synergies, pro forma digital revenue of ~30%, initial net leverage of ~2.8x pro forma TTM EBITDA, and free cash flow per share accretion within two years of close.

The companies say Roku will remain an open, partner-friendly platform, Roku’s founder Anthony Wood will join Fox’s board, and the firms expect advertising, first-party data, cross-promotion, and combined distribution (Tubi + Roku Channel + FOX One) to drive material revenue upside beyond announced cost synergies.

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FAQ

How many ROKU (ROKU) SEC filings are available on StockTitan?

StockTitan tracks 256 SEC filings for ROKU (ROKU), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ROKU (ROKU)?

The most recent SEC filing for ROKU (ROKU) was filed on July 2, 2026.