ROKU · Roku reported Q3 2026 total net revenue of $1.502 billion, up 24% YoY,…

Roku reported Q3 2026 total net revenue of $1.502 billion, up 24% YoY, and GAAP diluted EPS of $1.20, significantly above the $0.55 consensus. Platform revenue grew 23% YoY to $1.308 billion, with both Advertising and Subscriptions segments growing 23%. The company noted its pending acquisition by Fox Corporation and provided no financial outlook.

• Total net revenue of $1.502 billion, up 24% YoY from $1.211 billion
• GAAP diluted EPS of $1.20 vs consensus estimate of $0.55
• Platform revenue of $1.308 billion, up 23% YoY
• Advertising revenue of $727 million, up 23% YoY (ninth consecutive quarter of double-digit growth)