What is Roku, Inc.'s subscriptions — total net revenue?

Roku, Inc. (ROKU) reported subscriptions — total net revenue of $518.53M in Q1 2026.

What does subscriptions — total net revenue mean?

This represents the total gross revenue generated from subscription-based services, including fees from premium content partners and direct-to-consumer subscription offerings. It serves as a primary indicator of the company's ability to monetize its user base through recurring service models rather than one-time hardware sales. Growth in this metric reflects the successful expansion of the platform's content ecosystem and user engagement.

Roku, Inc. ROKU Subscriptions — Total net revenue

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Other financials

Income statement

See full

Revenue$1.2B+22.4%

Gross profit$564.9M+26.9%

Operating income$51.8M+190%

Net income$85.7M+412%

EPS (diluted)$0.57+400%

Balance sheet

See full

Cash & equivalents$1.6B-26.9%

Total debt$501.1M-13.2%

Total equity$2.7B+5.8%

Total assets$4.4B+4.1%

Cash flow

See full

Operating cash flow$199.1M+43.5%

CapEx$3.1M+62.3%

Free cash flow$196.0M+43.3%

Valuation

See full

Market cap$21.35B+59.8%

Enterprise value$20.2B+72.9%

P/E106×—

P/S4.3×+1.3×

Profitability

See full

Gross margin44.2%+0.4pp

Operating margin-2.4%-1.0pp

Net margin4.1%+2.9pp

FCF margin10.8%+3.7pp

Returns & leverage

See full

Return on equity7.8%+5.7pp

Debt / equity0.2×0.0×

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 official record: Roku, Inc.’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Roku, Inc.'s subscriptions — total net revenue?: Roku, Inc. (ROKU) reported subscriptions — total net revenue of $518.53M in Q1 2026.
What does subscriptions — total net revenue mean?: This represents the total gross revenue generated from subscription-based services, including fees from premium content partners and direct-to-consumer subscription offerings. It serves as a primary indicator of the company's ability to monetize its user base through recurring service models rather than one-time hardware sales. Growth in this metric reflects the successful expansion of the platform's content ecosystem and user engagement.