Roku (ROKU) reported $1.25 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 22.4%. EPS of $0.57 for the same period compares to -$0.19 a year ago.
The reported revenue represents a surprise of +3.8% over the Zacks Consensus Estimate of $1.2 billion. With the consensus EPS estimate being $0.34, the EPS surprise was +69.49%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Roku performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Streaming Hours: 38.7 billion compared to the 40.21 billion average estimate based on four analysts. Net Revenue- Platform: $1.13 billion compared to the $1.07 billion average estimate based on eight analysts. The reported number represents a change of +28.4% year over year. Net Revenue- Devices: $117.6 million compared to the $132.41 million average estimate based on eight analysts. The reported number represents a change of -15.9% year over year. Gross Profit- Platform: $584.1 million compared to the $552.2 million average estimate based on eight analysts. Gross Profit- Devices: $-19.1 million versus the eight-analyst average estimate of $-20.83 million.View all Key Company Metrics for Roku here>>>
Shares of Roku have returned +18.7% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Radical New Technology Could Hand Investors Huge Gains
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Roku, Inc. (ROKU): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).