Roku Q3 Earnings Beat Estimates, Device Weakness Weighs on Stock
ROKU's Q3 earnings and revenues beat estimates, but persistent device weakness weighs on the stock despite platform growth momentum.
Roku: A Strategic Pivot May Be About To Unlock Major Upside Value
Roku delivered a solid Q3 with positive net and operating income, signaling a potential turning point for the company. ROKU's strategic pivot from advertising to subscription-based models, including Frndly TV and Howdy, is driving improved profitability and future growth potential. Despite short-term stock volatility, I see the subscription focus and Amazon DSP integration as positive catalysts for sustainable margin expansion.
Roku posts quarterly beat, raises full-year outlook as ad business expands
Roku Inc (NASDAQ:ROKU) reported third-quarter results that beat Wall Street expectations on both revenue and profit, as the streaming platform's advertising and content business continued to grow and the company achieved positive operating income for the first time since 2021. Revenue rose 14% from a year earlier to $1.21 billion, matching analysts' estimates, while diluted earnings per share came in at $0.16, well ahead of the $0.09 expected.
Roku: Sticky Revenue Base Keeps Me Invested, Buy The Dip
Roku remains a "Buy" despite a post-earnings dip, as secular tailwinds and platform leadership support long-term growth. Roku's Q3 results showed 14% revenue growth and strong platform performance, with advertising resilience and cost control driving margin expansion. The company is expecting platform revenue to accelerate in Q4, excluding last year's political advertising tailwinds.
Roku, Inc. (ROKU) Q3 2025 Earnings Call Transcript
Roku, Inc. ( ROKU ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Conrad Grodd - Vice President of Investor Relations Anthony Wood - Founder, Chairman, President & CEO Dan Jedda - COO & CFO Charlie Collier - President of Roku Media Conference Call Participants Cory Carpenter - JPMorgan Chase & Co, Research Division Brent Navon - BofA Securities, Research Division Justin Patterson - KeyBanc Capital Markets Inc., Research Division Laura Martin - Needham & Company, LLC, Research Division Michael Nathanson - MoffettNathanson LLC Vasily Karasyov - Cannonball Research, LLC James Heaney - Jefferies LLC, Research Division Ross Walthall - Cleveland Research Company LLC Robert Coolbrith - Evercore ISI Institutional Equities, Research Division Alan Gould - Loop Capital Markets LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Roku's Third Quarter 2025 Earnings Conference Call.
Here's What Key Metrics Tell Us About Roku (ROKU) Q3 Earnings
The headline numbers for Roku (ROKU) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Roku (ROKU) Q3 Earnings and Revenues Surpass Estimates
Roku (ROKU) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to a loss of $0.06 per share a year ago.
Roku Lifts 2025 Outlook After Swinging to Quarterly Profit
Roku boosted its full-year guidance for the top and bottom lines after swinging to a profit in the third quarter on a big jump in platform revenue.
Roku Posts Solid Q3 Results, Raises Full-Year Guidance
Roku delivered a solid batch of third-quarter financial results, and raised its full-year guidance, indicating it expects “slightly” higher platform revenue in the fourth quarter. Revenue for the streaming giant totaled $1.211 billion, up 14% from the prior-year period and matching Wall Street analysts' forecast.
Roku posts rise in quarterly revenue
Roku reported a 14% rise in third-quarter revenue on Thursday, fueled by its expanding user base and advertising sales.
Should Roku Stock Be in Your Portfolio Before the Q3 Earnings Release?
ROKU's third-quarter 2025 performance is likely to have been driven by strong ad growth, Amazon DSP integration and solid Roku Channel engagement.
Will Roku Stock Rally On Its Upcoming Earnings?
Roku (NASDAQ:ROKU) is anticipated to announce its earnings on Thursday, October 30, 2025. Revenues are predicted to approximate $1.2 billion, reflecting a 13% increase year over year, according to consensus estimates, while earnings are expected to be about $0.09 per share.
