Roku Posts $1.5 Billion Quarterly Revenue
The streaming platform's third-quarter revenue rose 24% year over year, while it declined to hold an earnings call during its pending acquisition by Fox.
Updated on Nov. 3, 2026 in Television
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Roku reported third-quarter revenue of $1.502 billion and net income of $183.3 million, released Monday, Nov. 2. Platform revenue, combining advertising and subscriptions, reached $1.308 billion, up 23% from a year earlier.
Why it matters
The results show continued growth in Roku's advertising and subscription businesses even as its devices segment widened its losses. Because the company is being acquired by Fox, it did not hold an earnings call or provide a financial outlook, leaving investors with fewer details about its future direction.
Advertising revenue rose 23% to $727.4 million and subscription revenue rose 23% to $580.9 million. The devices segment brought in $193.7 million, up 33%, but its gross loss widened to $48.6 million from $22.9 million.
The players
Roku
Roku is a streaming platform company known for its TV streaming devices and operating system, which generates revenue through advertising and subscriptions.
Fox
Fox is a major American media company that owns broadcast and cable networks and is pursuing a proposed acquisition of Roku.
The details
Roku released its third-quarter results on Monday, Nov. 2, covering the period ended Sept. 30. The company attributed the devices segment's negative margin primarily to elevated memory costs, and it declined to hold an earnings call or provide a financial outlook while its proposed acquisition by Fox is pending.
Timeline
Sept. 30, 2026: Third-quarter period ended for the reported results.
Nov. 2, 2026: Roku released its third-quarter results.
Industry Dynamics
The results are reported as consistent with the second-half 2026 forecast Roku disclosed in its proxy statement, which the company said it remains on track to meet. The quarter reflects that guidance even as the devices segment's losses widened amid higher memory costs.
Roku's results reflect the subscription and advertising businesses that determine how viewers access streaming content on its platform. Viewers may see changes in platform offerings as the pending Fox acquisition moves forward, though the company did not address specific plans on its results call.
The takeaway
Roku's growth in advertising and subscription revenue continued this quarter, but its devices business lost more money as memory costs rose. Readers tracking the streaming sector should watch how the pending Fox acquisition changes the company's reporting and outlook.
Further reading
Explore more Television coverage for context on the streaming platforms shaping the industry.
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