Roku, Inc. ROKU Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Goodwill by Business | ||||||
| Advertising | $188.8M— | $188.8M— | —— | —— | —— | |
| Subscriptions | $120.6M— | $120.6M— | —— | —— | —— | |
| Total net revenue by Product | ||||||
| Advertising | $612.71M+26.9% | —— | —— | —— | $482.82M— | |
| Device | $117.65M-15.9% | —— | —— | —— | $139.86M— | |
| Platform | $1.13B+28.4% | —— | —— | —— | $880.82M— | |
| Subscriptions | $518.53M+30.3% | —— | —— | —— | $397.99M— | |
| Total Cost of Revenue by Product | ||||||
| Advertising | $241.74M+13.8% | —— | —— | —— | $212.42M— | |
| Device | $136.8M-14.0% | —— | —— | —— | $159.12M— | |
| Platform | $547.15M+31.4% | —— | —— | —— | $416.51M— | |
| Subscriptions | $305.41M+49.7% | —— | —— | —— | $204.08M— | |
| Gross Profit by Product | ||||||
| Advertising | $370.97M+37.2% | —— | —— | —— | $270.4M— | |
| Device | -$19.15M+0.6% | —— | —— | —— | -$19.27M— | |
| Platform | $584.09M+25.8% | —— | —— | —— | $464.31M— | |
| Subscriptions | $213.12M+9.9% | —— | —— | —— | $193.91M— | |
| Total Content assets, net and advances by Product | ||||||
| Completed, not released | $10.7M-26.6% | $9.11M-60.9% | $7.92M-73.4% | $17.44M-18.8% | $14.57M-42.5% | |
| In production | $7.52M-36.8% | $8.04M+6.3% | $5.68M-44.6% | $5.39M-78.4% | $11.9M-65.8% | |
| License | $91.11M-33.0% | $95.02M-37.8% | $100.91M-36.9% | $119.66M-16.5% | $136M-6.8% | |
| Released, less amortization | $55.72M-17.8% | $57.81M-12.4% | $66.83M+5.8% | $66.71M+10.9% | $67.83M+14.1% | |
| Total stock-based compensation by Product | ||||||
| Device | $0-100% | —— | —— | —— | $70K— | |
| Platform | $194K-49.5% | —— | —— | —— | $384K— | |
| Purchase Obligation by Product | ||||||
| Content | $157.48M-17.9% | $189.99M-13.7% | $197.93M— | $188.52M— | $191.78M— | |
| Manufacturing | $353.44M+162% | $158.44M-4.3% | $180.62M-24.2% | $170.4M-47.7% | $134.76M-27.0% | |
| Other obligations | $375.26M+123% | $212.69M+27.0% | $124.28M— | $146.89M— | $167.99M— |
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.
