Q2 FY2026 EarningsQ2 FY26 significantly outperformed consensus across all key profitability metrics, driven by platform monetization and operational discipline. Revenue of $1.35B beat the $1.30B estimate by 4.40%, while GAAP EPS reached $1.08, nearly doubling the $0.60 mean consensus. Gross margin expanded to 49.73% (vs. 44.84% expected) aided by a one-time tariff refund in the Devices segment. The pending merger with Fox Corporation for $96.00 cash plus 0.9693 Fox shares per Roku share remains the primary catalyst, with a projected close in H1 2027.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Roku(ROKU) the Revenue is 1.355 B (+21.93%), Beat estimate;the EBIT is 146.18 M (+726.5%), Beat estimate;the EPS is 1.08 (+1443%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.35B21.93%
1.30B16.79%
+0.06B5.14%
EBITExceed expectations
0.15B726.47%
0.07B405.28%
+0.07B321.19%
EPSExceed expectations
1.081442.86%
0.5937748.09%
+0.4863694.77%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf