Roku, Inc.: Beat — EPS $1.20, Revenue $1.5B
Earnings BeatQ3 2026 · After-market
Did Roku, Inc. (ROKU) beat earnings today?
Yes, Roku, Inc. (ROKU) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+122.22% surprise
$1.20Actual
Expected: $0.54
vs. year ago +650.0%
Total Revenue+6.53% surprise
$1.5BActual
Expected: $1.41B
vs. year ago +24.1%
Released Nov 02 · 4:09 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.50B | $1.21B | +24.1 |
| Revenue detail — reported lines | |||
| └─Total Platform | $1.31B | $1.06B | +22.9 |
| └─Advertising | $727.42M | $591.24M | +23.0 |
| └─Subscriptions | $580.91M | $473.40M | +22.7 |
| └─Devices | $193.70M | $145.99M | +32.7 |
| Net Income | $183.34M | $24.81M | +638.9 |
| GAAP Basic EPS | $1.23 | $0.17 | +623.5 |
| GAAP Diluted EPS | $1.20 | $0.16 | +650.0 |
Business Highlights
- ➤Completed U.S. rollout of the new Roku Home Screen in July.
- ➤Began rolling out the new Home Screen to international markets.
- ➤Enhanced Search and Recommendations with AI/ML-generated Reasons to Watch.
- ➤The Roku Channel ranked the #2 app by engagement in the U.S. and globally.
- ➤Added programming from Paramount, Disney, and NBCUniversal to The Roku Channel.
- ➤Over 80% of in-stream video ad impressions were delivered programmatically.
- ➤World Cup experience reached viewers across seven international markets.
- ➤Launched Sports Experience in Canada, joining Mexico and Brazil.
- ➤Launched Cloud DVR Lookback and Record capabilities in FOX One.
- ➤Launched Premium Subscription bundles with more than 35 combinations of services.
- ➤Launched first-ever Roku Pro Series OLED and Pro Series LX OLED TVs.
- ➤TCL expanded Roku TV at Target and Hisense moved its value assortment to Roku at Best Buy.
- ➤FOX entered a definitive agreement to acquire Roku.