Earning Analysis
Welcome to our in-depth analysis of Roku Inc(ROKU) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Roku Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-30 | After Hours | 0.07 | 0.16 | +128.57 | 1.21B | 1.21B | +0.37 | +6.10 | +5.64 |
| FY2025Q2 | 2025-07-31 | After Hours | -0.16 | 0.07 | +143.75 | 1.07B | 1.11B | +3.62 | -15.06 | -9.80 |
| FY2025Q1 | 2025-05-01 | After Hours | -0.27 | -0.19 | +29.63 | 1.01B | 1.02B | +1.29 | -8.50 | -10.97 |
| FY2024Q4 | 2025-02-13 | After Hours | -0.44 | -0.24 | +45.45 | 1.15B | 1.20B | +4.54 | +14.14 | +2.37 |
| FY2024Q3 | 2024-10-30 | After Hours | -0.35 | -0.06 | +82.86 | 1.02B | 1.06B | +4.55 | -17.33 | -6.76 |
| FY2024Q2 | 2024-08-01 | - | -0.45 | -0.24 | +46.67 | 937.92M | 968.18M | +3.23 | -4.95 | -9.23 |
| FY2024Q1 | 2024-04-25 | - | -0.64 | -0.35 | +45.31 | 850.35M | 881.47M | +3.66 | +1.58 | -4.37 |
| FY2023Q4 | 2024-02-15 | - | -0.65 | -0.55 | +15.38 | 965.40M | 984.43M | +1.97 | +3.57 | -30.63 |
| FY2023Q3 | 2023-11-01 | - | -2.16 | -2.33 | -7.87 | 855.68M | 912.02M | +6.58 | +0.22 | +40.05 |
| FY2023Q2 | 2023-07-27 | - | -1.28 | -0.76 | +40.63 | 774.53M | 847.19M | +9.38 | -4.59 | +27.68 |
ROKU Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Roku Inc reported performance for FY2025Q3, announced on 2025-10-30. The company achieved an EPS of 0.16, compared to analyst estimates of 0.07 by 128.57% . Revenue for the quarter reached 1.21B compared to expectations of 1.21B by 0.37% .
The stock price reacted with a 6.10% one-day change and a 5.64% five-day change following the earnings release. These movements reflect market reaction in Roku Inc growth trajectory and strategic initiatives.
ROKU Earnings Forecast
Looking ahead, Roku Inc(ROKU) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.35B and an EPS of 0.27.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.75%, while EPS estimates have been Revise Upward by 86.68%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 2.23% . These revisions correlate with a -0.73% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Roku Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ROKU's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.75%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+86.68%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+2.23%
In Past 3 Month
Stock Price
Go Down
-0.73%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:4.70B
--
EPS Estimate-Annual FY 2025:0.32
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Stock Price94.54
ROKU Revenue and EPS Performance: A Historical Perspective
Roku Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-30,After Hours):
EPS: 0.16 (Actual) vs.0.07 (Estimate) (128.57%)
Revenue: 1.21B (Actual) vs. 1.21B (Estimate) (0.37%)
Price Reaction: 6.10%(1-Day), 5.64%(5-Day)
FY2025Q2 (2025-07-31,After Hours):
EPS: 0.07 (Actual) vs.-0.16 (Estimate) (143.75%)
Revenue: 1.11B (Actual) vs. 1.07B (Estimate) (3.62%)
Price Reaction: -15.06%(1-Day), -9.80%(5-Day)
FY2025Q1 (2025-05-01,After Hours):
EPS: -0.19 (Actual) vs.-0.27 (Estimate) (29.63%)
Revenue: 1.02B (Actual) vs. 1.01B (Estimate) (1.29%)
Price Reaction: -8.50%(1-Day), -10.97%(5-Day)
Earnings Reaction
The chart below shows how ROKU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ROKU sees a -0.09% change in stock price 10 days leading up to the earnings, and a +2.86% change 10 days following the report. On the earnings day itself, the stock moves by +0.21%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 6.10% on the day following the earnings release and then changed by -0.02% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Roku Inc (ROKU) Q3 2025 Earnings Call Summary
Positive
2025-10-30
The earnings call reflects a positive sentiment due to strong financial performance, strategic DSP partnerships, and growth in subscription revenue and ARPU. Despite some management vagueness, the optimistic guidance on EBITDA and platform revenue initiatives, combined with a focus on shareholder returns through buybacks, suggests a positive market reaction.
Roku Inc (ROKU) Q2 2025 Earnings Call Summary
Positive
2025-08-01
Roku's earnings call and Q&A indicate a positive outlook with strong revenue growth driven by increased advertising spend and strategic acquisitions like Frndly. The company's efforts in diversifying demand, maintaining healthy margins, and strategic capital allocation, including a $400 million share repurchase program, bolster investor confidence. Despite some lack of clarity on specific integrations, the overall sentiment remains optimistic, supported by strong platform growth and strategic initiatives in CTV and subscription bundling.
Roku Inc (ROKU) Q1 2025 Earnings Call Summary
Positive
2025-05-01
Roku's earnings call highlights strong financial performance with revenue and net income growth, improved margins, and a share buyback program. Despite acknowledging risks, the company maintains a positive outlook with ongoing advertising growth and strategic investments. The Q&A session reinforced confidence in revenue and EBITDA guidance, and analysts' questions reflected interest in Roku's strategic initiatives. The positive sentiment is supported by Roku's growth in advertising and the Roku Channel's success, suggesting a likely stock price increase in the short term.
Roku Inc (ROKU) Q4 2024 Earnings Call Summary
Positive
2025-02-13
Roku's earnings call highlights strong financial performance with significant growth in platform and device revenue. Despite slight margin decline, the company forecasts robust EBITDA improvement and free cash flow growth. The Q&A reflects positive sentiment with successful platform strategies and international expansion. Management's unclear responses on certain issues are offset by overall optimistic guidance, especially regarding platform revenue and international growth. The absence of a share buyback program and potential economic challenges are minor concerns, but the outlook remains positive, suggesting a stock price increase in the short term.
Roku, Inc. (ROKU) Q3 2024 Earnings Call Summary
Positive
2024-10-31
The earnings call reveals strong financial performance with a 16% YoY revenue increase and significant growth in both platform and devices revenue. Positive adjusted EBITDA and cash position further bolster confidence. However, concerns about regulatory changes and supply chain challenges persist. The Q&A section showed optimism, particularly in platform acceleration and advertising initiatives. Despite some management ambiguity, the overall sentiment is positive, driven by strong financials and growth prospects, suggesting a positive stock price movement within the 2% to 8% range over the next two weeks.
Roku, Inc. (ROKU) Q2 2024 Earnings Call Summary
Neutral
2024-08-01
The earnings call reveals mixed signals: strong revenue growth and improved engagement metrics suggest positive momentum, but challenges such as competitive pressures, regulatory risks, and negative device gross margins pose concerns. The Q&A section indicates optimism in advertising growth, though uncertainties remain in the M&E vertical. While free cash flow and cash reserves are robust, the lack of clear guidance on UID partnership impacts and 606 adjustments tempers enthusiasm. Therefore, a neutral stock price movement is predicted over the next two weeks.
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FAQ
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