Why is ROKU up?
Up 175% over three years while the S&P 500 rose 89%.
- Free cash flow went from -$149.9M in fiscal 2022 to $478.4M in fiscal 2025.
ROKU's Quality Score fell 1 point on Mon, Nov 2, to 16.
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Up 175% over three years while the S&P 500 rose 89%.
| Outperforming | Up 24% in 6 months vs the S&P's +5% |
| Its score | Up:Excellent or better for 86 days in a row |
| Latest filing | 8-K, Oct 15 |
ReportReports today, after the close. Every 3 months, a company tells everyone how much it sold and earned. It rose after 4 of its last 4 reports, +5.7% on average. Past reports ›
After its last 4 reports it closed +5.7% on average, higher 4 of 4 times.
Excellentfor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
ROKU is #1 of 10 by Quality Score among Cable & Other Pay Television Services.
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Reports Mon Nov 2, after the close (today). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Growth was driven by meaningful contributions from both Advertising and Subscriptions, underscoring the increasing diversity of our monetization.”
ROKU's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“Advertising revenue grew 25% YoY to $673 million, and advertising gross margin expanded to 62.4%, up approximately 190 basis points QoQ and 650 basis points YoY, driven primarily by a mix shift toward higher-margin ad products.”
From its results filing (SEC filing · Aug 6)
Sales grew 22% a year over 5 years, fiscal 2020 to 2025.
Its share count grew 4% a year over 5 years.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Aug 6, 2026 | +1.3% | +2.0% | +2.7% |
| Apr 30, 2026 | +7.7% | +6.0% | +8.7% |
| Feb 12, 2026 | +16.4% | +8.6% | +7.4% |
Sales grew every year from 2018 to 2025, to $4.7B. It turned a profit in 2025 after a loss in 2024.
One insider sold $100K across 1 filing in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: ROKU is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Roku enables consumers to stream television programming. Roku facilitated 145 billion streaming hours in 2025 and reached more than half of US broadband households. It is the top streaming operating system in the US, reaching more than half of broadband households, according to the company. Roku's OS is built into streaming devices and televisions that Roku sells, as well as on connected televisions from other manufacturers that license Roku's name and software. Roku also operates The Roku Channel, a free, ad-supported streaming television platform that offers a mix of on-demand and live television programming. Roku generates revenue primarily from device sales, licensing, and advertising, and it also receives fees from subscription streaming platforms that sell subscriptions through Roku.
“The TV streaming industry is highly competitive and, as it continues to evolve, we will continue to face strong competition in every aspect of our business.”
ROKU scores 16 today, which Breakaway calls Excellent. It is #1 of 10 in Cable & Other Pay Television Services by Quality Score, with 6 of 14 chart checks firing. Up 175% over three years while the S&P 500 rose 89%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
ROKU scores 16 today, which Breakaway calls Excellent (15 to 19). That is #1 of 10 in Cable & Other Pay Television Services by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind ROKU's 16.
One insider sold $100K across 1 filing in the last 6 months. No open-market buys on record. The newest is Mai Fyfield, Director, who sold $100K on Jun 11.
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