Discontinued — last reported Q4 '25
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.
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.
Represents the portion of revenue received from hardware sales or related services that has not yet been earned and is e...
Common in consumer electronics and SaaS-enabled hardware companies that bundle software subscriptions with physical devices.
roku_segment_devices_deferred_revenue_current_portion| Q4 '21 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '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% |