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Roku, Inc. ROKU Devices — Total net 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$22.26B+77.9%
Enterprise value$20.73B+91.5%
P/E62.7×
P/S4.3×+1.4×

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:RevenueFromContractWithCustomerExcludingAssessedTax.

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
Cost of revenue321,439240,390626,848444,472
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

Item 1. Financial Statements (Unaudited)

FAQ

What is Roku, Inc.'s devices — total net revenue?
Roku, Inc. (ROKU) reported devices — total net revenue of $133.72M in Q2 2026.
What does devices — total net revenue mean?
This metric represents the total revenue generated from the sale of hardware products, such as streaming players and smart home devices. It reflects the company's ability to monetize its physical ecosystem and acquire new users into its streaming platform. Growth in this area indicates successful hardware adoption and market penetration.

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