This is a pure segment reclassification filing — no new operating or financial event. The recast data will be used for future SEC filings and investor presentations. Monitor for any subsequent 8-K or earnings release that may provide updated segment-level guidance under the new structure.
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Executive Summary
Roku filed an 8-K to recast its 2025 10-K financials into three new reportable segments (Advertising, Subscriptions, Devices), replacing the prior two-segment structure (Platform, Devices). The change is retrospective and reflects an internal reporting update effective Q1 2026. No new financial results or material events are reported — the filing is purely a segment reclassification.
Key Facts
- Segment structure changed from Platform/Devices to Advertising/Subscriptions/Devices effective Q1 2026
- All prior period financials in the 2025 10-K have been recast to reflect the new segment presentation
- Platform revenue (Advertising + Subscriptions) was $4.145B in FY2025, up 18% YoY from $3.523B
- Devices revenue was $592.4M in FY2025, flat YoY
- Total net revenue was $4.737B in FY2025, up 15% YoY
- Net income was $88.4M in FY2025 vs net loss of $129.4M in FY2024
- Adjusted EBITDA was $420.5M in FY2025 vs $260.2M in FY2024
- Free Cash Flow was $483.6M in FY2025 vs $203.2M in FY2024
Financial Impact
No new financial impact — this is a retrospective reclassification of existing reported figures
Risk Factors
- No new risk disclosed — filing is administrative in nature
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-044373 |
| Document: 0001628280-26-044373-index-headers.html | 0001628280-26-044373 |
| Document: 0001628280-26-044373-index.html | 0001628280-26-044373 |
| Document: 0001628280-26-044373.txt | 0001628280-26-044373 |
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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