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ROKUNasdaq
ROKU, INC
Cable & Other Pay Television Services · DE · CIK 1428439
Roku connects viewers to entertainment, content partners to audiences, and advertisers to viewers on its TV streaming platform
🔥 High media attention
$21.22B
Market cap
$136.53
Last close
+0.8%
1D
+1.0%
5D
3.4M
Volume
Price · last 39 sessions+8.3%
May 4L $116.94 · H $143.66Jun 29
161
Total filings
Jun 18, 2026
Last filing
12/31
Fiscal year end
8-KCompany UpdateJun 18, 20268-KShareholder VoteJun 17, 2026425425Jun 16, 2026425425Jun 16, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425425Jun 15, 2026425FORM 425Jun 15, 20268-KMaterial Agreement · Company UpdateJun 15, 2026425425Jun 15, 202610-Q10-QMay 1, 20268-KResults of OperationsApr 30, 2026DEFA14ADEFA14AApr 24, 2026DEF 14ADEF 14AApr 24, 20268-KReg FD DisclosureApr 13, 202610-K10-KFeb 13, 20268-KResults of OperationsFeb 12, 202610-Q10-QOct 31, 20258-KResults of OperationsOct 30, 202510-Q10-QAug 1, 20258-KExecutive Change · Results of OperationsJul 31, 20258-K/AShareholder VoteJun 26, 20258-KShareholder VoteJun 12, 20258-KExecutive ChangeMay 7, 202510-Q10-QMay 2, 20258-KResults of OperationsMay 1, 2025DEFA14ADEFA14AApr 25, 2025DEF 14ADEF 14AApr 25, 20258-KExecutive ChangeMar 28, 202510-K10-KFeb 14, 20258-KResults of OperationsFeb 13, 20258-KExecutive ChangeJan 7, 2025SC 13GSC 13GNov 5, 202410-Q10-QOct 31, 20248-KResults of OperationsOct 30, 20248-KExecutive ChangeSep 26, 20248-KMaterial Agreement · New Debt / ObligationSep 17, 202410-Q10-QAug 2, 20248-KResults of OperationsAug 1, 20248-KExecutive Change · Shareholder VoteJun 7, 2024DEFA14ADEFA14AApr 26, 2024DEF 14ADEF 14AApr 26, 202410-Q10-QApr 26, 20248-KResults of OperationsApr 25, 202410-K10-KFeb 16, 20248-KResults of OperationsFeb 15, 2024SC 13GSC 13GFeb 9, 2024SC 13GSC 13GJan 31, 202410-Q10-QNov 2, 20238-KResults of OperationsNov 1, 20238-KMaterial Impairment · Exit / Disposal CostsSep 6, 20238-KExecutive ChangeAug 11, 202310-Q10-QJul 28, 20238-KResults of OperationsJul 27, 20238-KShareholder VoteJun 9, 2023DEFA14ADEFA14AApr 27, 2023DEF 14ADEF 14AApr 27, 202310-Q10-QApr 27, 20238-KResults of OperationsApr 26, 20238-KExit / Disposal CostsMar 30, 20238-KCompany UpdateMar 10, 20238-KExecutive ChangeMar 8, 202310-K10-KFeb 16, 20238-KResults of OperationsFeb 15, 2023SC 13GSC 13GFeb 10, 2023SC 13GSC 13GFeb 3, 20238-KExecutive ChangeDec 19, 20228-KExit / Disposal CostsNov 17, 202210-Q10-QNov 3, 20228-KExecutive ChangeNov 2, 2022
Insider Activity
In the 90 days to Mar 16, 2026: 7 sold $21.3M.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 4,140 | $94.52 | $391K |
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 4,075 | $94.58 | $385K |
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 1,230 | $95.44 | $117K |
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 1,249 | $93.69 | $117K |
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 1,130 | $92.37 | $104K |
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 1,046 | $95.53 | $100K |
| Mar 16, 2026 | Jedda DanCFO & COO | Sell | 1,000 | $93.62 | $94K |
| Mar 10, 2026 | Wood Anthony J.CEO and Chairman BOD | Sell | 16,423 | $99.00 | $1.6M |
| Mar 10, 2026 | Wood Anthony J.CEO and Chairman BOD | Sell | 14,666 | $100.15 | $1.5M |
| Mar 10, 2026 | Wood Anthony J.CEO and Chairman BOD | Sell | 11,138 | $100.86 | $1.1M |
| Mar 10, 2026 | Wood Anthony J.CEO and Chairman BOD | Sell | 7,073 | $98.21 | $695K |
| Mar 10, 2026 | Wood Anthony J.CEO and Chairman BOD | Sell | 700 | $101.74 | $71K |
| Mar 5, 2026 | Collier CharlesPresident, Roku Media | Sell | 1,715 | $100.00 | $172K |
| Mar 3, 2026 | Fuchsberg GilbertPresident, Subscriptions | Sell | 3,250 | $95.57 | $311K |
| Mar 3, 2026 | Handman Christopher T.SVP & General Counsel | Sell | 2,999 | $95.57 | $287K |
| Mar 3, 2026 | Collier CharlesPresident, Roku Media | Sell | 1,715 | $95.57 | $164K |
| Mar 3, 2026 | Banks Matthew C.VP, CAO | Sell | 716 | $95.57 | $68K |
| Mar 2, 2026 | Hunt Neil DDirector | Sell | 989 | $98.07 | $97K |
| Mar 2, 2026 | Hunt Neil DDirector | Sell | 840 | $97.53 | $82K |
| Mar 2, 2026 | Hunt Neil DDirector | Sell | 171 | $96.40 | $16K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Feb 14, 2025 → Feb 13, 202668 added · 74 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- For example, we use AI technologies to power our content recommendation engine and our content row on the Roku Home Screen to provide more personalized recommendations.
- For example, in 2025, we acquired Frndly TV and launched Howdy, both of which are owned and operated subscription streaming services.
- For example, delays or disruptions at U.S. ports of entry have in the past, and may in the future, adversely affect our or our licensed Roku TV partners’ ability to timely deliver products to retailers during holiday seasons.
- For example, our revenue and gross profit are traditionally strongest in the fourth quarter of each fiscal year due to higher consumer purchases and increased advertising during holiday seasons.
- For example, consolidation among content partners has in the past resulted, and may in the future result, in decreased spending on ads integrated into our UI.
- We also assume risks associated with content production, such as completion and key talent risks, and the risk of litigation and claims related to our content production.
- We also use AI technologies to improve measurement and performance in Roku Ads Manager and drive internal operational productivity and efficiency.
- Risks Related to Our Business and Industry If we fail to differentiate our streaming platform and compete successfully with our competitors, it will be difficult for us to attract and retain users and our business will be adversely impacted.
- Historically, a small number of advertisers and content partners have accounted for a significant portion of the spending on ads integrated into our UI, and we are making efforts to expand the number and categories of advertisers spending on these ads.
- If our advertisers and content partners decrease spending on ads integrated into our UI, or if our efforts to broaden the categories of advertisers spending on these ads are unsuccessful, our financial condition and operating results may suffer, and our business may be harmed.
- We expect to encounter more of these challenges and issues as the number of partners we integrate with increases. 12 Table of Contents We may not be successful in our efforts to further monetize our expanding user base and streaming activity as we increase the amount of content offered and streamed across our platform, which may harm our business.
- Furthermore, if the advertisements on our ad-supported streaming services are not relevant to our users or are overly intrusive and impede our users’ enjoyment of the available content, our users may not stream content and view advertisements on our streaming services, and our streaming services may not generate sufficient revenue from advertising to be cost effective for us to operate.
No longer disclosed
- For example, we have introduced a generative-driven ad creation service for our advertisers to help them create ads more easily, and we continue to use AI technologies to power our content recommendation engine and our content row on the Roku Home Screen.
- In addition, from time to time we have experienced unanticipated increases in demand that resulted in the need to ship our products via air freight, which is more expensive than ocean freight, and adversely affected our devices gross margin during such periods of high demand (for example, during end-of-year holidays).
- For example, spending commitments we obtain in connection with annual TV Upfront presentations are typically not fully binding, and the revenue we receive from such commitments may be less than the initially committed amount.
- Risks Related to Intellectual Property • intellectual property infringement claims and litigation resulting in significant costs or the loss of important intellectual property rights; • failure or inability to protect or enforce our intellectual property or proprietary rights; • our use of open-source software; • our agreements to indemnify certain of our partners if our technology is alleged to infringe on third parties’ intellectual property rights;
- We also assume risks associated with content production, such as completion and key talent risks, and the risk of litigation and claims related to our content production. 14 Table of Contents Furthermore, if the advertisements on The Roku Channel are not relevant to our users or are overly intrusive and impede our users’ enjoyment of the available content, our users may not stream content and view advertisements on The Roku Channel, and The Roku Channel may not generate sufficient revenue from advertising to be cost effective for us to operate.
- For example, our contract manufacturers order materials and components in advance in an effort to meet our projected needs for our products.
- From time to time, we may remove underperforming content from The Roku Channel and record an impairment charge related to such removal.
- We expect continued competition in TV streaming, which could result in pricing pressure, lower revenue and gross profit, declines in our key performance metrics, or the failure of Roku streaming devices, our streaming platform, or our other products to gain or maintain broad market acceptance.
- If our smart home and audio products do not operate as designed or do not enhance the Roku Experience as we intend, our users’ overall viewing experience may be diminished, which may impact the overall demand for our products and our partners’ Roku TV models.
- These services, as well as other services such as YouTube and services that have FAST channels (such as Tubi and Pluto), sell (either through direct sales or programmatically through third parties) advertising inventory in their ad-supported content that is distributed on our streaming platform.
- If advertisers, or their agency relationships, do not perceive meaningful benefits of advertising on our TV streaming platform, the market may develop more slowly than we expect, which could adversely impact our operating results and our ability to grow our business.
- However, a small number of content partners historically have accounted for a significant portion of the spending on ads integrated into our UI, and consolidation among content partners has in the past resulted, and may in the future result, in decreased spending on ads integrated into our UI.
In the News
🔥 High media attentionCoverage (30d): 21 reputable articles · skews ▲ positive.
CNBCHow Roku fits into Fox's future — and what investors are missing about the deal13d agoCNBCHow Roku fits into Fox's future – and what investors are missing about the deal13d agoBarron'sFox Stock Extends Slide to Second Day After Roku Deal13d agoBloomberg.comFox to Buy Roku at $22 Billion Value in Streaming Video Push14d agoCNBCStocks making the biggest moves midday: SpaceX, Roku, Tripadvisor, Ferrari & more14d agoBarron'sWhy Fox Stock Is Tumbling After $22 Billion Roku Deal14d ago
Reputable outlets only (Reuters, WSJ, CNBC, Barron's, and peers). More on Google News ↗
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