ROKU, INC — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
Roku delivered Q2 2026 results with Platform revenue of $1.22B (up 25% YoY), net income of $164M, Adjusted EBITDA of $254M, and Free Cash Flow (TTM) of $704M—all record highs. Advertising revenue grew 25% YoY to $673M with 62.4% gross margin; Subscriptions grew 26% YoY to $548M. On June 15, 2026, Fox Corporation announced a definitive agreement to acquire Roku; the company will not host an earnings call or provide forward guidance pending transaction close.
Why this rating
Strong operational results are positive, but pending FOX acquisition dominates outlook. Earnings call suspension and no guidance material uncertainty. Acquisition is transformational relative to $9.7B market cap.
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