Roku Inc will release fiscal third-quarter 2026 results on November 02, 2026 Post-Mkt; this preview compiles last quarter’s results, consensus forecasts for revenue, profit metrics, and adjusted EPS, alongside institutional commentary and segment trends from April 26, 2026 to October 26, 2026.
Market Forecast
Consensus points to fiscal third-quarter revenue of 1.41 billion US dollars, up 16.77% year over year, with estimated EBIT of 71.32 million US dollars and EPS of $0.523, up 510.57% year over year.
Management’s business mix remains tilted to Platform, and the growth outlook centers on ad recovery and device sell-through, while the most promising momentum is expected from Platform revenue at approximately 1.22 billion US dollars last quarter, which had higher growth than Device revenue. The main business continues to be Platform operations with monetization from advertising, content distribution, and subscription revenue shares, while device hardware is a smaller revenue contributor that primarily serves account acquisition. The most promising segment is Platform, which delivered 1.22 billion US dollars last quarter and is positioned for double-digit year-over-year growth on improving ad demand and rising active account engagement.
Last Quarter Review
Roku Inc reported fiscal second-quarter revenue of 1.35 billion US dollars, a gross profit margin of 49.73%, GAAP net income attributable to ordinary shareholders of 164.00 million US dollars with a net profit margin of 12.12%, and adjusted EPS of 1.20, with revenue up 21.93% year over year. Management highlighted operating discipline that lifted EBIT to 164.89 million US dollars, well above consensus, reflecting stronger Platform monetization and ad recovery. By segment, Platform operations delivered 1.22 billion US dollars while User devices contributed 133.72 million US dollars; Platform remained the core driver of growth and profitability with higher ARPU trends compared with devices.