Roku, Inc. (ROKU)

From the record

Roku, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2026-11-06) (its current reports).

From the record

Roku, Inc.'s 10 filed years say what it did: revenue went from $399 million in fiscal 2016 to $4.7 billion in fiscal 2025, up 31.7% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 2 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Roku, Inc.'s diluted share count grew about 3.1% a year, and dividends and buybacks returned about 16% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 169 sales (168 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Roku, Inc. earned about 3 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 47 cents per dollar of everything the company owns. Leverage: it owed about 40 cents per dollar of assets, and net share issuance: its share count grew 4.3% over the year (the filed statements).

From the record

Roku, Inc.'s standing among 18 graded names in its industry family: revenue of $4.7 billion in fiscal 2025 ranks in the top 38% by size; a net margin of 1.9% ranks in the bottom 47%; revenue growth of 14.9% a year over the last 3 filed years ranks in the top 3% (its annual reports).

From the record

Roku, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Wood, Anthony J. (CEO and Chairman BOD, as filed), filing under that title since 2017-09-27, 9.1 years (top 25% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (bottom 21%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 47%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Roku, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.6 billion against no long-term debt tagged leaves 35.8% of its assets as net cash, top 3% of its family; cash from operations less capital spending is 10.1% of revenue (bottom 47%); a gross margin of 43.8% (bottom 6%); research spending of 15.4% of revenue (top 25%) (its annual report).

From the record

Roku, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 14.9% a year over the last three filed years against 31.7% over all 10, slowing (bottom 28% of its family); the newest year grew 15.2% (top 9%); research spending grew -2.6% a year (bottom 42%); capital spending grew -68% a year (bottom 3%) (its annual reports). Roku, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Roku, Inc.'s newest year against its own record: revenue of $4.7 billion in fiscal 2025 came in 0.4% above the $4.7 billion its prior three years' pace pointed to (bottom 41% of its family); net income of $88 million against a prior three-year average of $446 million (top 28%); a net margin of 1.9% against -13.1% before (top 28%) (its annual reports).