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Roku, Inc. ROKU Platform — Total stock-based compensation

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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:AllocatedShareBasedCompensationExpense.

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 revenue, platform$208$341$402$725
Cost of revenue, devices38108
Research and development27,00532,96156,50068,819
Sales and marketing27,34730,48654,73165,272
General and administrative20,76120,81442,37045,210
Total stock-based compensation$75,321$84,640$154,003$180,134

Item 1. Financial Statements (Unaudited)

FAQ

What is Roku, Inc.'s platform — total stock-based compensation?
Roku, Inc. (ROKU) reported platform — total stock-based compensation of $208K in Q2 2026.
What does platform — total stock-based compensation mean?
This metric reflects the total expense recognized for equity-based awards granted to employees and contractors specifically supporting the platform segment. It represents a non-cash compensation cost that impacts the segment's operating expenses and overall profitability. Investors monitor this to understand the true economic cost of talent and the potential dilution impact on shareholders.

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