Discontinued — last reported Q4 '25

Business Segments · Deferred revenue, current portion

Devices — Deferred revenue, current portion

Roku, Inc. Devices — Deferred revenue, current portion increased by 86.7% to $56.81M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 85.1%, from $30.69M to $56.81M. Over 2 years (FY 2023 to FY 2025), Devices — Deferred revenue, current portion shows relatively stable performance with a 2.5% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ4 2025Feb 13, 2026
Rolls up toDeferred Revenue

How to read this metric

An increase suggests growing sales of devices with bundled services or prepaid service contracts, while a decrease may indicate slowing hardware sales or faster recognition of service revenue.

Detailed definition

Represents the portion of revenue received from hardware sales or related services that has not yet been earned and is e...

Peer comparison

Common in consumer electronics and SaaS-enabled hardware companies that bundle software subscriptions with physical devices.

Metric ID: roku_segment_devices_deferred_revenue_current_portion

Historical Data

14 periods
 Q4 '21Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$28.62M$28.40M$34.68M$35.64M$34.98M$35.52M$31.09M$30.17M$29.97M$30.69M$30.40M$30.23M$30.42M$56.81M
QoQ Change-0.7%+22.1%+2.8%-1.9%+1.5%-12.5%-3.0%-0.7%+2.4%-0.9%-0.6%+0.6%+86.7%
YoY Change-0.7%+25.1%-10.4%-15.4%-14.3%-13.6%-2.2%+0.2%+1.5%+85.1%
Range$28.40M$56.81M
CAGR+23.5%
Avg YoY Growth+5.5%
Median YoY Growth-1.5%
Current Streak2 quarters growth

Frequently Asked Questions

What is Roku, Inc.'s devices — deferred revenue, current portion?
Roku, Inc. (ROKU) reported devices — deferred revenue, current portion of $56.81M in Q4 2025.
How has Roku, Inc.'s devices — deferred revenue, current portion changed year-over-year?
Roku, Inc.'s devices — deferred revenue, current portion increased by 85.1% year-over-year, from $30.69M to $56.81M.
What is the long-term trend for Roku, Inc.'s devices — deferred revenue, current portion?
Over 2 years (2023 to 2025), Roku, Inc.'s devices — deferred revenue, current portion has grown at a 2.5% compound annual growth rate (CAGR), from $140.83M to $147.86M.
What does devices — deferred revenue, current portion mean?
Revenue collected for hardware-related services that will be recognized as income within one year.