Roku, Inc. Q1 2026 Financial Results

Roku, Inc. reported its financial results for the first quarter ended March 31, 2026. The company announced a total net revenue of $1.25 billion, a 22% year-over-year increase. Platform revenue grew by 28% YoY to $1.13 billion, driven by strength in Advertising and Subscriptions. Advertising revenue increased by 27% YoY to $613 million, while Subscriptions revenue grew by 30% YoY to $519 million. The company reported a Net Income of $86 million and Adjusted EBITDA of $148 million, a 165% increase YoY. Free Cash Flow (TTM) reached an all-time high. Roku repurchased $100 million of shares in Q1 under its $400 million stock repurchase program. The company provided an outlook for Q2 2026 and raised its full-year 2026 guidance, anticipating continued double-digit Platform revenue growth and margin expansion.