The financials
Roku, Inc. by the numbers
Roku, Inc. (ROKU) reported revenue of $1.25B in Q1 2026 (quarter ended March 31, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 45% and net income of $86M (6.9% of revenue). For the full year FY2025, revenue was $4.74B (+15% year on year) and net income $88M. Its largest product in 2026-Q1 was Advertising at $613M, 49% of the disclosed total, just ahead of Subscriptions at 42%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.25B | $1.02B | +22% |
| Gross profit | $565M | $445M | +27% |
| Operating income | $52M | −$58M | to a profit |
| Net income | $86M | −$27M | to a profit |
| Diluted EPS | $0.57 | −$0.19 | to a profit |
| Product | Revenue | Share |
|---|---|---|
| Advertising | $613M | 49% |
| Subscriptions | $519M | 42% |
| Device | $118M | 9.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $1.25B (+17%)
Subscriptions grew +30% year on yearDevice -16% year on year
Segment Latestyear on year
- Advertising$612.7M$612.7Myear on year +27%+27%
- Subscriptions$518.5M$518.5Myear on year +30%+30%
- Device$117.6M$117.6Myear on year -16%-16%
- Service--year on year --