Roku to Report Q4 Results Amid Various Challenges
Roku (NASDAQ: ROKU) will report its fourth-quarter financial results on Thursday afternoon. The company is anticipating a revenue of $1.35 billion, reflecting a 12.4% year-over-year increase, which marks a decline in growth compared to previous quarters. Its net profit outlook stands at $40 million, a 3% margin, yet representing the largest quarterly earnings since 2021. In contrast, Roku’s stock has decreased by 18% in 2026, despite a 46% surge last year.
Roku’s platform revenue accounted for 87% of its top-line results in the first nine months of 2025, indicating a strong focus on its streaming technology over hardware sales. Effective monetization strategies, including a partnership with Amazon, may help bolster Roku’s ad revenue this quarter. However, the success of high-margin device sales during the holiday season will be crucial to offset potential margin declines from hardware.
