Use the supplemental data to establish baselines for the new Advertising and Subscriptions segments ahead of Roku's Q1 2026 earnings report on April 30, 2026. Focus on trends in advertising growth (26% YoY) and subscription growth (24% YoY) as key performance indicators.
Price Chart
Executive Summary
Roku disclosed a forthcoming change in its financial reporting segments, splitting the current Platform segment into Advertising and Subscriptions for better transparency. The company provided supplemental financial data for 2024 and 2025 to help investors compare historical results under the new structure. This change does not affect consolidated financials.
Key Facts
- Roku will split its Platform segment into Advertising and Subscriptions beginning with Q1 2026 results (reported April 30, 2026)
- Supplemental financial data provided for FY 2024 and FY 2025, including quarterly breakdowns for 2025
- Change is for reporting purposes only and does not impact consolidated financial results
- Advertising revenue grew from $2.07B in 2024 to $2.33B in 2025; Subscriptions revenue grew from $1.46B to $1.82B
- Total net revenue increased from $4.11B in 2024 to $4.74B in 2025
Financial Impact
No impact on consolidated financials; provides historical context for new reporting segments
Risk Factors
- Potential confusion during transition period as investors adapt to new segment reporting
- No forward-looking guidance provided in this filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-024842 |
| Document: wk-20260413.htm | 0001628280-26-024842 |
| Document: 0001628280-26-024842-index-headers.html | 0001628280-26-024842 |
| Document: 0001628280-26-024842-index.html | 0001628280-26-024842 |
| Document: 0001628280-26-024842.txt | 0001628280-26-024842 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 22d ago | Insider Cluster | $154.12 $154.08 | ▼ −0.03% | ▲ +0.47% | $151.07 (−1.98%) |
Sep 3, 2026 28d ago | Insider Cluster | $155.59 $157.45 | ▲ +1.20% | ▲ +2.40% | $151.07 (−2.91%) |
Sep 1, 2026 4w ago | DEFM14A | $155.53 $152.90 | ▼ −1.69% | ▼ −1.77% | $151.07 (−2.87%) |
Aug 7, 2026 7w ago | Insider Cluster | $151.84 $158.31 | ▼ −4.26% | ▼ −4.31% | $151.07 (+0.51%) |
Aug 5, 2026 8w ago | Insider Cluster | $150.07 $153.68 | ▲ +2.41% | ▲ +1.19% | $151.07 (+0.67%) |
Jul 7, 2026 12w ago | Insider Cluster | $141.21 $141.76 | ▲ +0.39% | ▼ −0.16% | $151.07 (+6.98%) |
Jul 2, 2026 13w ago | Insider Cluster | $142.43 $140.26 | ▼ −1.52% | ▼ −2.45% | $151.07 (+6.07%) |
Jun 18, 2026 15w ago | 8-K | $135.20 $135.40 | ▲ +0.15% | ▲ +2.22% | $151.07 (+11.74%) |
Jun 16, 2026 15w ago | Insider Cluster | $137.29 $135.93 | ▲ +0.99% | ▼ −0.05% | $151.07 (−10.04%) |
Jun 15, 2026 15w ago | 425 | $137.95 $135.06 | ▼ −2.10% | ▲ +0.13% | $151.07 (+9.51%) |
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