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Roku (ROKU)
NASDAQ:ROKU
Earnings Data
Report Date
Feb 12, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.26Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook with several financial milestones achieved, strong platform revenue growth, and successful product expansions. However, there are some growth challenges, such as a slight deceleration in streaming hours and pressures in the M&E advertising sector.Company Guidance
Positive Operating Income Achieved
Roku achieved a positive operating income in Q3 2025 for the first time since fiscal 2021, signaling improved financial health.
Record High Adjusted EBITDA
The outlook for Q4 2025 on adjusted EBITDA is $145 million, marking Roku's highest ever adjusted EBITDA.
Significant Share Buyback
Roku repurchased $500 million of its stock under a $400 million share repurchase program, reducing dilution to the lowest level in any quarter.
Strong Platform Revenue Growth
Platform revenue grew over 17% year-over-year in Q3 2025, and guidance suggests continued strong growth in Q4.
Successful Ad Manager Growth
Approximately 90% of advertisers on Roku's Ads Manager in Q3 were new to the platform, indicating robust adoption and growth potential.
Expansion in Subscription Services
Premium subscriptions are performing well, with new Tier 1 launches planned for 2026, contributing to revenue growth.
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
ROKU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $100.03 | ― | ― |
Jul 31, 2025 | $94.16 | $79.98 | -15.06% |
May 01, 2025 | $67.27 | $61.55 | -8.50% |
Feb 13, 2025 | $86.80 | $99.07 | +14.14% |
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.
FAQ
When does Roku (ROKU) report earnings?
Roku (ROKU) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Roku (ROKU) earnings time?
Roku (ROKU) earnings time is at Feb 12, 2026, After Close (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 (Q4) is 0.26.
