Roku shared its fourth-quarter earnings for 2025 this week, as well as some exciting plans in the pipeline. The company is rolling out new streaming bundles, expanding its $3 subscription service, Howdy, to more platforms, and partnering with more premium streaming services following the successful addition of HBO Max.
Roku posted fourth-quarter results that beat on the top and bottom lines. It also offered guidance for the current period and full year that surpassed Wall Street's expectations.
Roku Inc (NASDAQ:ROKU) stock is surging today, last seen up 5.9% at $87.83, after the streaming name's better-than-expected fourth-quarter results and upbeat annual revenue forecast.
Roku swings to a Q4 profit as revenues climb 16%, fueled by ad gains, record subscription adds and an upbeat 2026 revenue and EBITDA outlook.
Investors hope that the shift away from traditional linear TV can be a tailwind for the streaming device maker.
Roku, Inc. (ROKU) Q4 2025 Earnings Call Transcript
Roku remains resilient amid tech sector volatility, with Q4 results showing accelerating platform revenue and a robust FY26 profit outlook. ROKU benefits from category tailwinds in streaming, platform-agnostic growth, and increased monetization through premium subscriptions and price increases. Gross margin expansion continues as ROKU shifts focus from low-margin hardware to high-margin platform revenue, supported by a $1.6 billion cash position.
While the top- and bottom-line numbers for Roku (ROKU) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Roku (ROKU) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to a loss of $0.24 per share a year ago.
Roku handily beat Wall Street analysts' consensus forecast for earnings in the fourth quarter and signaled plans to roll out bundles of premium streaming subscriptions. The company posted revenue of $1.
Roku (ROKU) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Roku heads into Q4 earnings with strong Platform momentum and record EBITDA expectations, but Devices margin pressure clouds the outlook.