ROKU Roku Inc

$ROKU I used to always say that ROKU would have a much easier time growing net income than The Trade Desk would have growing its top line. ROKU is now generating $183M in net income versus TTD's $65M. Well, that happened quickly! :) TTD grew revenue by a measly $21M.X YoY last quarter, while ROKU grew net income by $159M YoY. Pretty sad when ROKU's net income growth is miles ahead of TTD's top-line revenue growth. Hope all you $TTD fanboys were listening when I was preaching this back in 2024 and 2025. 😎

$ROKU as predicted, sources within the White House familiar with the buyout state that the Fox News Media purchase of Roku will be blocked.

$ROKU it’s very odd to see a bunch of posts by people who seems completely unaware that there’s a BO…

$ROKU Is Cathie Auntieeee completely out of this stock? If so, that explains why it’s going up! 😂 Everything she touches seems to turn to ash.

🟢 $ROKU 170 CALL 11/06 @ $0.17 🚀🔥 🎯 Watch for momentum and confirmation before entering. Manage your risk and avoid chasing the move. MYR — Manage Your Risk! 📈

I used to get alot of heat for my bullish stance on $ROKU ... Some folks see the same for $RBLX ... I know how this ends...

$ROKU saves the good ones for after the buyout - the irony Q3 EPS $1.20 vs. $0.53 Estimate Rev $1.502B vs. $1.408B Estimate

$ROKU - ROKU Q3 EARNINGS: • Total net revenue: $1.502B, +24% YoY • Platform revenue: $1.308B, +23% (Advertising $727.4M, Subscriptions $580.9M, both +23%) • Devices revenue: $193.7M, +33% • Total gross profit: $648.5M, +24% • Net income: $183.3M vs $24.8M a year ago • Diluted EPS: $1.20 vs $0.16 • Adj EBITDA: $248.8M vs $116.9M • Free cash flow (TTM): $795.7M • Streaming hours: 39.9B, +9% Roku says it will not host an earnings call or provide a financial outlook because of the pending acquisition by Fox Corporation ($FOXA), announced June 15.

$ROKU Advertising and Subscriptions both grew about 25% in Q2, but they are not the same growth. Ad impressions rose 40% while price per impression fell 12%, and Subscriptions leaned on a 25% higher average price with the count up 11%. Margins split too. Advertising gross margin was about 62% vs 56% a year earlier, Subscriptions about 41% vs 45% as content costs tied to Frndly TV and Howdy rose.

$ROKU is taking away my screensaver that I bought a decade ago when Roku sold screensavers The only digital item you can truly own anymore is $BTC.X

$ROKU So this is expected to close in Q1 2027. Been in since $55 a share 100 total shares. Am I missing something or basically waiting for an extra $3 a share for buyout at current Fox prices would be roughly $158 a share total some cash some Fox stock. Debating just selling now to reinvest as the market goes down instead of waiting. Or are there any talks that merger is off which if so would be huge for Roku holders as the current buyout is pretty much just calling us currently.

$ROKU another possible trending if not for roiling market. V will pull this up even higher.

$ROKU ai can target the ad perfectly and still lose if the household cancels the subscription first. seems like churn is the end customer voting, and that vote is not in the deck

$ROKU remember buying this in the 40’s in the 2022 and dumped around 90. Dang maybe I should have held. Never thought it would see 150 again. Guess I was wrong but never feel bad doubling your investment

$ROKU Devices revenue rose 33 percent in Q3 to 193.7 million dollars, and it was not unit growth. The 10-Q MD&A says device volume shipped fell 21 percent while average selling price rose 71 percent on higher sales of Roku made TVs. Devices still lost 48.6 million dollars at gross profit, with cost of revenue up 43 percent to 242.3 million dollars.

$ROKU the ad break is where ai streaming money meets a real advertiser with a real budget. seems like when budgets get cut, the break gets cheaper no matter how smart the placement is

Roku reported strong Q3 2026 results, with EPS of $1.20, more than double Wall Street estimates of $0.53, while revenue increased 24% year over year to $1.5B, beating the $1.41B consensus. Adjusted EBITDA reached $248.8M versus expectations of $162.6M, while operating margin expanded significantly to 10.9% from 0.8% a year earlier. Platform revenue grew 23% to $1.3B, driven by a 23% increase in advertising revenue to $727M, marking the ninth consecutive quarter of double-digit ad growth. Subscription revenue also rose 23% to $ 581M. Roku highlighted stronger political advertising than during the comparable 2024 presidential election period, while media and entertainment advertising recorded its fastest year-over-year growth in four years. The company did not provide forward guidance or hold an earnings call because of its pending $22B acquisition by Fox Corporation, valued at $160 per share and awaiting final regulatory approval. $ROKU $FOXA

$ROKU reported earnings today after the close and beat EPS estimates: $1.20 GAAP EPS vs $0.53 expected, according to Stock Meadow.

🚨 $ROKU | Roku Q3 2026 Earnings Q3 Results • EPS: $1.20 vs. $0.53 expected, beat by $0.67 (+126.4%). • Revenue: $1.5B vs. $1.41B expected, beat by approximately 6.4%. • Revenue grew 24.1% YoY. • Platform revenue: $1.3B, up 23% YoY. • Advertising revenue: +23% YoY. • Subscription revenue: +23% YoY. Business Update • Roku remains on track to meet its previously provided second-half 2026 forecast. • Roku and Fox Corporation entered into a definitive acquisition agreement on June 15, 2026. • Due to the pending transaction, Roku will not host an earnings call or provide financial outlook.

$ROKU Q3 2026 earnings (Nov 2, 2026): Quarter Strong, Outlook not rated (no guidance, FOX deal pending) #Roku #ROKU #Earnings #Q3 #Stocks