Discontinued — last reported Q4 '25
Roku, Inc. Devices — Deferred revenue, non-current portion increased by 7.3% to $27.35M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.2%, from $25.05M to $27.35M. Over 2 years (FY 2023 to FY 2025), Devices — Deferred revenue, non-current portion shows an upward trend with a 6.1% CAGR.
An increase indicates a growing long-term service backlog and customer commitment to the platform, whereas a decrease suggests a shorter duration of service obligations.
Represents the portion of revenue received from hardware sales or related services that will be recognized as income bey...
Similar to deferred revenue metrics in companies with multi-year service contracts or long-term software support agreements.
roku_segment_devices_deferred_revenue_non_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 | $27.66M | $27.24M | $23.59M | $22.21M | $21.82M | $23.95M | $22.87M | $23.08M | $23.19M | $25.05M | $25.12M | $25.19M | $25.49M | $27.35M |
| QoQ Change | — | -1.5% | -13.4% | -5.9% | -1.7% | +9.7% | -4.5% | +0.9% | +0.5% | +8.0% | +0.3% | +0.3% | +1.2% | +7.3% |
| YoY Change | — | -1.5% | — | — | — | -12.1% | -3.1% | +3.9% | +6.3% | +4.6% | +9.9% | +9.1% | +9.9% | +9.2% |