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Roku, Inc. ROKU Subscriptions — 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$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: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
Cost of revenue:
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):

Item 1. Financial Statements (Unaudited)

FAQ

What is Roku, Inc.'s subscriptions — total cost of revenue?
Roku, Inc. (ROKU) reported subscriptions — total cost of revenue of $321.44M in Q2 2026.
What does subscriptions — total cost of revenue mean?
This includes the direct costs associated with delivering subscription services, such as content licensing fees, payment processing costs, and cloud infrastructure expenses. It measures the variable costs required to support the subscription segment's operations. Monitoring this helps evaluate the scalability and efficiency of the content delivery model.

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