Roku, Inc. ROKU Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Goodwill by Business | ||||||
| Advertising | $188.8M0.0% | $188.8M— | —— | —— | —— | |
| Subscriptions | $120.6M0.0% | $120.6M— | —— | —— | —— | |
| Total net revenue by Product | ||||||
| Advertising | $612.71M— | —— | —— | —— | $482.82M— | |
| Device | $117.65M— | —— | —— | —— | $139.86M— | |
| Platform | $1.13B— | —— | —— | —— | $880.82M— | |
| Subscriptions | $518.53M— | —— | —— | —— | $397.99M— | |
| Total Cost of Revenue by Product | ||||||
| Advertising | $241.74M— | —— | —— | —— | $212.42M— | |
| Device | $136.8M— | —— | —— | —— | $159.12M— | |
| Platform | $547.15M— | —— | —— | —— | $416.51M— | |
| Subscriptions | $305.41M— | —— | —— | —— | $204.08M— | |
| Gross Profit by Product | ||||||
| Advertising | $370.97M— | —— | —— | —— | $270.4M— | |
| Device | -$19.15M— | —— | —— | —— | -$19.27M— | |
| Platform | $584.09M— | —— | —— | —— | $464.31M— | |
| Subscriptions | $213.12M— | —— | —— | —— | $193.91M— | |
| Total Content assets, net and advances by Product | ||||||
| Completed, not released | $10.7M+17.5% | $9.11M+15.0% | $7.92M-54.6% | $17.44M+19.7% | $14.57M-37.4% | |
| In production | $7.52M-6.5% | $8.04M+41.4% | $5.68M+5.4% | $5.39M-54.7% | $11.9M+57.3% | |
| License | $91.11M-4.1% | $95.02M-5.8% | $100.91M-15.7% | $119.66M-12.0% | $136M-11.0% | |
| Released, less amortization | $55.72M-3.6% | $57.81M-13.5% | $66.83M+0.2% | $66.71M-1.6% | $67.83M+2.8% | |
| Total stock-based compensation by Product | ||||||
| Device | $0— | —— | —— | —— | $70K— | |
| Platform | $194K— | —— | —— | —— | $384K— | |
| Purchase Obligation by Product | ||||||
| Content | $157.48M-17.1% | $189.99M-4.0% | $197.93M+5.0% | $188.52M-1.7% | $191.78M-12.9% | |
| Manufacturing | $353.44M+123% | $158.44M-12.3% | $180.62M+6.0% | $170.4M+26.4% | $134.76M-18.6% | |
| Other obligations | $375.26M+76.4% | $212.69M+71.1% | $124.28M-15.4% | $146.89M-12.6% | $167.99M+0.3% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Roku, Inc. break its business down?
- Roku, Inc. (ROKU) reports goodwill by business across 2 parts — Advertising and Subscriptions. Each is extracted from the segment footnotes and tracked over time.
- Where does Roku, Inc.'s segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Roku, Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
