Cable & Other Pay Television Services · SIC 4841

ROKU, INC

ROKU

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Latest revenue

$1.25B

as of 2026-03-31

Latest net income

$85.7M

as of 2026-03-31

Net margin

6.9%

as of 2026-03-31

Price · 5Y

-18.4% / yr 32.2 pts / yr vs S&P 500 63.8% total
Compare:

Live market

delayed ≤15 min
$125.55
0.38%
Market cap
$18.32B
Enterprise value
$18.32B
P/E (trailing)
207.3×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$131.39
52-wk low
$69.12
Beta
Shares out
145.9M

5-year trend

About ROKU

Business description and risk factors will appear here once ROKU's latest filing is fully ingested.

Profitability

Gross margin

43.8%

0.3%

Operating margin

-0.1%

97.8%

Net margin

1.9%

159.3%

Return on equity

3.3%

164.0%

Return on assets

2.0%

166.3%

Leverage

Debt / equity

0.67×

8.1%

Long-term debt / equity

0.00×

100.0%

Debt / assets

40.0%

4.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.25B+22.4%$85.7M+412.4%6.9%

Q4 2025

2025-12-31

$1.39B+16.1%$97.4M+374.0%7.0%

Q3 2025

2025-09-30

$1.21B+14.0%$7.9M+187.3%0.7%

Q2 2025

2025-06-30

$1.11B+14.8%$10.5M+130.9%0.9%

Q1 2025

2025-03-31

$1.02B+15.8%$-27.4M+46.1%-2.7%

Q4 2024

2024-12-31

$1.20B$-35.5M-3.0%

Q3 2024

2024-09-30

$1.06B+16.5%$-9.0M+97.3%-0.9%

Q2 2024

2024-06-30

$968.2M+14.3%$-34.0M+68.4%-3.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Cable & Other Pay Television Services · SIC 4841

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$187.0M

Net activity

−$187.0M

Distinct insiders

9

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-15

Dan Jedda

CFO & COO

Sale7,000$122.56$857.9K
2026-05-11

Anthony J. Wood

CEO and Chairman BOD

Sale34,660$128.17$4.4M
2026-05-11

Anthony J. Wood

CEO and Chairman BOD

Sale31,491$129.12$4.1M
2026-05-11

Anthony J. Wood

CEO and Chairman BOD

Sale7,238$129.87$940.0K
2026-05-11

Anthony J. Wood

CEO and Chairman BOD

Sale1,611$130.82$210.8K
2026-05-04

Charles Collier

President, Roku Media

Sale2,521$123.18$310.5K
2026-05-04

Charles Collier

President, Roku Media

Sale4,410$123.98$546.8K
2026-05-04

Charles Collier

President, Roku Media

Sale3,235$125.29$405.3K
2026-05-04

Charles Collier

President, Roku Media

Sale103$125.91$13.0K
2026-05-04

Charles Collier

President, Roku Media

Sale2,375$123.29$292.8K
2026-05-04

Charles Collier

President, Roku Media

Sale4,566$124.00$566.2K
2026-05-04

Charles Collier

President, Roku Media

Sale3,208$125.24$401.8K
2026-05-04

Charles Collier

President, Roku Media

Sale120$125.94$15.1K
2026-05-01

Matthew C. Banks

VP, CAO

Sale725$125.52$91.0K
2026-05-01

Gilbert Fuchsberg

President, Subscriptions

Sale9,593$125.52$1.2M
2026-05-01

Neil D Hunt

Director

Sale46$116.99$5.4K
2026-05-01

Neil D Hunt

Director

Sale98$118.39$11.6K
2026-05-01

Neil D Hunt

Director

Sale90$119.49$10.8K
2026-05-01

Neil D Hunt

Director

Sale178$120.41$21.4K
2026-05-01

Neil D Hunt

Director

Sale528$121.50$64.2K
2026-05-01

Neil D Hunt

Director

Sale259$122.57$31.7K
2026-05-01

Neil D Hunt

Director

Sale733$123.69$90.7K
2026-05-01

Neil D Hunt

Director

Sale68$124.79$8.5K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ROKU

Institutional value

$4.30B

Total shares held

48.4M

Distinct holders

447

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.7.4M$702.7MNew
2VANGUARD PORTFOLIO MANAGEMENT LLC6.5M$611.1MNew
3VANGUARD CAPITAL MANAGEMENT LLC5.9M$556.0MNew
4ARK Investment Management LLC3.8M$361.5MNew
5Sumitomo Mitsui Trust Group, Inc.1.9M$177.4MNew
6Nikko Asset Management Americas, Inc.1.8M$174.9MNew
7BNP PARIBAS FINANCIAL MARKETS1.4M$132.6MNew
8WESTFIELD CAPITAL MANAGEMENT CO LP1.2M$111.5MNew
9Assenagon Asset Management S.A.1.2M$110.0MNew
10VANGUARD FIDUCIARY TRUST CO815.0K$77.1MNew
11Robeco Institutional Asset Management B.V.759.0K$71.8MNew
12DIMENSIONAL FUND ADVISORS LP750.6K$71.0MNew
13Walleye Capital LLC724.1K$68.5MNew
14JANE STREET GROUP, LLC717.5K$67.9MNew
15Nuveen, LLC571.3K$54.1MNew
16Russell Investments Group, Ltd.579.1K$53.7MNew
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO501.9K$47.5MNew
18UBS Group AG496.2K$46.9MNew
19FEDERATED HERMES, INC.436.4K$41.3MNew
20Allianz Asset Management GmbH392.3K$37.1MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ROKU's latest filing finishes processing.