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Roku (ROKU)
NASDAQ:ROKU
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 25 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -8.50%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
Roku's earnings call highlighted significant growth in Platform and advertising revenue, bolstered by strategic partnerships and acquisitions like Frndly. However, challenges such as macroeconomic uncertainties affecting advertising commitments and tariff concerns impacting device operations were also noted. Despite these challenges, the reiteration of full-year guidance and strong growth in key areas indicate a cautiously optimistic outlook.Company Guidance
During the Roku First Quarter 2025 Earnings Call, the company reiterated its guidance for the full year, forecasting Platform revenue to reach $3.950 billion and adjusted EBITDA of $350 million, despite macroeconomic uncertainties. The company highlighted several positive trends, including the ongoing shift from linear to streaming and the increasing preference of advertisers for programmatic over direct insertion orders, which have bolstered confidence in achieving these targets. Furthermore, Roku emphasized its diversified revenue streams and robust ad business, noting that ad revenue outpaced the overall OTT ad market. The company also mentioned its strategic focus on enhancing the Roku Experience and growing subscriptions, including its recent acquisition of Frndly, which is expected to be EBITDA accretive in its first year. Additionally, Roku outlined its efforts to leverage its first-party data to enhance advertiser ROI, contributing to its optimistic outlook for sustained growth and achieving positive operating income by 2026.Reaffirmed Full-Year Guidance
Roku reaffirmed its Platform revenue and adjusted EBITDA outlook for the full year 2025, projecting $3.950 billion in Platform revenue and adjusted EBITDA of $350 million.
Strong Platform Revenue Growth
Platform revenue grew faster than the overall OTT ad market, with significant growth in ad revenue driven by programmatic advertising and deeper DSP integrations.
Roku Channel Growth
The Roku Channel became the number two app on the Roku platform in the U.S., with global engagement growing 84% year-over-year.
Acquisition of Frndly
Roku announced the acquisition of Frndly, a skinny bundle subscription service, expected to be adjusted EBITDA margin accretive in its first full year.
Focus on First-Party Data
Roku emphasized the value of its 100% authenticated first-party data, highlighting its role in proving performance and enhancing advertisers' ROI.
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ROKU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ROKU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $67.27 | $61.55 | -8.50% |
| Feb 13, 2025 | $86.80 | $99.07 | +14.14% |
| Oct 30, 2024 | $77.51 | $64.08 | -17.33% |
| Aug 01, 2024 | $55.33 | $53.14 | -3.96% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Roku (ROKU) report earnings?
Roku (ROKU) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Roku (ROKU) earnings time?
Roku (ROKU) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ROKU EPS forecast?
ROKU EPS forecast for the fiscal quarter 2025 (Q2) is -0.15.
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