ROKU, INC — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 72/100
What the filing says
Roku delivered Q3 2026 net revenue of $1.502B (+24% YoY), with Platform revenue of $1.308B (+23%), split evenly between Advertising ($727M) and Subscriptions ($581M). Net income reached $183M (vs. $25M YoY) and Free Cash Flow (TTM) was $796M. The company disclosed it is pending acquisition by Fox Corporation under a definitive agreement announced June 15, 2026; no earnings call or forward guidance will be provided due to the pending transaction.
Why this rating
Strong organic Q3 results (23% Platform growth, profitability up 639%) are positive, but pending FOX acquisition dominates—unclear terms, timing, or premium. Acquisition is material relative to $9.7B market cap but trading appears constrained by deal uncertainty.
Price action (we called it neutral)
before filing · preread $156.90 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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