Roku, Inc. (ROKU) reported strong financial performance for the fourth quarter of 2025, with platform revenues rising 18% year over year to $1.224 billion, marking the first time this figure exceeded $1.2 billion in a single quarter. Total net revenues reached $1.395 billion, up 16% year over year. For the full year, platform revenues totaled $4.145 billion, also up 18%.
Net income for Q4 was $80 million, a company record, and Roku achieved its first GAAP profitable year in 2025. Adjusted EBITDA for the quarter was $169 million, contributing to a full-year total of $421 million. The company recorded free cash flow of $484 million in 2025, more than doubling the previous year’s amount. Roku’s guidance expects platform revenues to grow over 21% in Q1 2026, projecting full-year 2026 revenues of approximately $4.890 billion.
As of now, Roku has had a share price increase of approximately 41.3% over the past year. The Zacks Consensus Estimate predicts earnings of $2.10 per share for 2026, reflecting a growth rate of 255.93% year over year.
