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Roku, Inc. ROKU Platform — 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
Platform:
Advertising252,778237,405494,514449,829
Subscriptions321,439240,390626,848444,472
Total Platform574,217477,7951,121,362894,301
Devices106,777135,585243,575294,706
Total cost of revenue680,994613,3801,364,9371,189,007
Gross profit (loss):
Platform:

Item 1. Financial Statements (Unaudited)

FAQ

What is Roku, Inc.'s platform — total cost of revenue?
Roku, Inc. (ROKU) reported platform — total cost of revenue of $574.22M in Q2 2026.
What does platform — total cost of revenue mean?
This metric aggregates all direct costs associated with generating platform revenue, including content acquisition costs, payment processing fees, and platform hosting expenses. It is a critical component in calculating the gross margin of the platform business. Investors use this to assess the direct cost burden of supporting the platform's revenue-generating activities.

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