For the quarter ended June 2026, Roku (ROKU) reported revenue of $1.35 billion, up 21.9% over the same period last year. EPS came in at $1.18, compared to $0.07 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.3 billion, representing a surprise of +4.23%. The company delivered an EPS surprise of +93.44%, with the consensus EPS estimate being $0.61.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 37.9 billion versus 39.72 billion estimated by three analysts on average. Net Revenue- Devices: $133.72 million versus the eight-analyst average estimate of $125.46 million. The reported number represents a year-over-year change of -1.4%. Net Revenue- Platform: $1.22 billion versus $1.17 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +25.2% change. Revenue- Platform- Advertising: $672.82 million versus $653.35 million estimated by two analysts on average. Revenue- Platform- Subscription: $548.15 million compared to the $520.15 million average estimate based on two analysts. Gross Profit- Devices: $26.94 million versus $-24.54 million estimated by eight analysts on average. Gross Profit- Platform: $646.75 million versus $606.8 million estimated by eight analysts on average. Gross Profit- Platform- Advertising: $420.04 million compared to the $394.6 million average estimate based on two analysts. Gross Profit- Platform- Subscriptions: $226.71 million versus the two-analyst average estimate of $213.9 million.View all Key Company Metrics for Roku here>>>
Shares of Roku have returned +5.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.7 Best Stocks for the Next 30 Days
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Roku, Inc. (ROKU): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).