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Roku, Inc. ROKU Devices — Total Cost of Revenue

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Other financials

Income statement

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Revenue$1.4B+21.9%
Gross profit$673.7M+35.4%
Operating income$146.2M+726%
Net income$164.2M+1,464%
EPS (diluted)$1.08+1,443%

Balance sheet

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Cash & equivalents$2.0B-11.2%
Total debt$474.1M-16.4%
Total equity$2.8B+9.0%
Total assets$4.6B+6.8%

Cash flow

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Operating cash flow$284.6M+159%
CapEx$3.8M+236%
Free cash flow$280.9M+159%

Valuation

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Market cap$21.8B+74.2%
Enterprise value$20.27B+87.2%
P/E61.4×
P/S4.2×+1.3×

Profitability

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Gross margin45.5%+1.5pp
Operating margin-2.4%-1.0pp
Net margin6.8%+5.8pp
FCF margin13.6%+4.8pp

Returns & leverage

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Return on equity13.1%+11.3pp
Debt / equity0.2×-0.1×
Current ratio2.9×0.0×

Where this comes from

Reported directly by Roku, Inc. in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: Roku, Inc.’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:15 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-054335
Line itemThree Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Gross profit226,714196,028439,830389,940
Devices
Net revenue133,721135,567251,370275,422
Cost of revenue106,777135,585243,575294,706
Gross profit (loss)26,944(18)7,795(19,284)
Total
Net revenue1,354,6901,111,0382,603,5692,131,710
Cost of revenue680,994613,3801,364,9371,189,007

Item 1. Financial Statements (Unaudited)

FAQ

What is Roku, Inc.'s devices — total cost of revenue?
Roku, Inc. (ROKU) reported devices — total cost of revenue of $106.78M in Q2 2026.
What does devices — total cost of revenue mean?
This metric captures the direct costs associated with manufacturing, shipping, and fulfilling hardware product sales. It includes expenses related to materials, assembly, and logistics required to deliver physical streaming devices to consumers. Monitoring this helps evaluate the efficiency of the hardware supply chain and production costs.

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