Discontinued — last reported Q4 '25

Business Segments · Deferred revenue, current portion

Platform — Deferred revenue, current portion

Roku, Inc. Platform — Deferred revenue, current portion decreased by 30.2% to $64.11M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 14.6%, from $75.03M to $64.11M. Over 3 years (FY 2022 to FY 2025), Platform — Deferred revenue, current portion shows an upward trend with a 26.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ4 2025Feb 13, 2026
Rolls up toDeferred Revenue

How to read this metric

An increase suggests growing demand for future platform services, while a decrease may indicate slowing bookings or faster service delivery.

Detailed definition

Represents the portion of revenue received in advance for platform services that is expected to be recognized within the...

Peer comparison

Common in SaaS and digital media companies as 'Deferred Revenue' or 'Unearned Revenue'.

Metric ID: roku_segment_platform_deferred_revenue_current_portion

Historical Data

17 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$17.14M$33.18M$30.84M$40.45M$59.28M$63.38M$68.47M$63.25M$66.64M$70.56M$65.81M$63.44M$75.03M$85.44M$93.40M$91.89M$64.11M
QoQ Change+93.5%-7.1%+31.2%+46.5%+6.9%+8.0%-7.6%+5.3%+5.9%-6.7%-3.6%+18.3%+13.9%+9.3%-1.6%-30.2%
YoY Change+245.8%+91.0%+122.0%+56.4%+12.4%+11.3%-3.9%+0.3%+12.6%+21.1%+41.9%+44.9%-14.6%
Range$17.14M$93.40M
CAGR+39.1%
Avg YoY Growth+49.3%
Median YoY Growth+21.1%
Current Streak2 quarters decline

Frequently Asked Questions

What is Roku, Inc.'s platform — deferred revenue, current portion?
Roku, Inc. (ROKU) reported platform — deferred revenue, current portion of $64.11M in Q4 2025.
How has Roku, Inc.'s platform — deferred revenue, current portion changed year-over-year?
Roku, Inc.'s platform — deferred revenue, current portion decreased by 14.6% year-over-year, from $75.03M to $64.11M.
What is the long-term trend for Roku, Inc.'s platform — deferred revenue, current portion?
Over 3 years (2022 to 2025), Roku, Inc.'s platform — deferred revenue, current portion has grown at a 26.9% compound annual growth rate (CAGR), from $163.75M to $334.83M.
What does platform — deferred revenue, current portion mean?
Revenue collected for platform services that will be earned within one year.