---
title: "Roku Q2 revenue beats expectations helped by sports content, premium subscriptions"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295139715.md"
datetime: "2026-08-06T20:25:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295139715.md)
  - [en](https://longbridge.com/en/news/295139715.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295139715.md)
---

# Roku Q2 revenue beats expectations helped by sports content, premium subscriptions

) Overview

-   U.S. streaming platform’s Q2 revenue grew 22% yr/yr, beating analyst expectations
-   Adjusted EPS for Q2 was $1.08, with no analyst estimates provided
-   Company attributed revenue growth to momentum in advertising and subscriptions Outlook
-   Company expects to roll out new Home Screen to international markets in coming months
-   Roku sees political ad spend weighted toward late Q3 and Q4 ahead of Election Day
-   Company expects AI-powered recommendations to strengthen monetization opportunities over time Result Drivers
-   ADVERTISING MIX SHIFT - Co said higher-margin ad products and expanded programmatic capabilities drove advertising revenue and margin growth
-   SUBSCRIPTIONS & SPORTS CONTENT - Co said sports content and premium subscriptions fueled subscription revenue growth, though gross margin declined due to mix shift
-   HOME SCREEN & AI FEATURES - Co said rollout of new Home Screen and improved AI-powered recommendations boosted user retention and engagement, supporting monetization Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $1.35 $1.30

Revenue bln bln (25

Analysts

)

### Q2 EPS $1.08

Q2 Gross $674 mln

Profit

Analyst Coverage

-   The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 12 “strong buy” or “buy”, 17 “hold” and no “sell” or “strong sell”
-   The average consensus recommendation for the entertainment production peer group is “buy.”
-   Wall Street’s median 12-month price target for Roku, Inc. is $158.50, about 7.9% above its August 5 closing price of $146.96
-   The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 47 three months ago Reuters Recommended Reads
-   Aug 5 - Magnite Q2 revenue rises 11%, beats estimates, lifts outlook
-   Aug 6 - Trade Desk misses Q2 profit, revenue estimates; shares tumble
-   Aug 6 - Fox posts upbeat revenue, profit on ad boost from FIFA World Cup For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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