Roku swings to $164.2M net income (+1464%) on 22% revenue growth; Fox merger pending

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 1, 2025 · ~2 min read

Key Changes

• high

  Roku entered a definitive merger agreement with Fox Corporation on June 14, 2026. Stockholders will receive 0.9693 Fox Class A shares plus $96 cash per Roku share, owning ~27% of the combined company with minimal voting rights. Closing expected H1 2027, subject to regulatory and stockholder approvals.

  Notes: Fox merger agreement view on EDGAR →
• high

  Net income surged to $164.2M ($1.08 diluted EPS) from $10.5M a year earlier, a 1464% increase. Operating income swung from a $23.3M loss to $146.2M income. Revenue rose 21.9% to $1.35B, driven by 25% advertising growth and 26% subscriptions growth.

  MD&A: operating results verify on EDGAR →
• medium

  Roku reorganized reportable segments from two (Platform, Devices) to three (Advertising, Subscriptions, Devices) effective Q1 2026, splitting the former Platform segment. Advertising revenue grew 25% on 40% higher video impressions, partially offset by 12% lower price per impression.

  MD&A: segment reorganization verify on EDGAR →