Roku Inc. (ROKU) beat expectations in Q1 FY2026 on revenue of $1.4B versus the $1.3B estimate (+21.9% YoY) and EPS of $1.08. The next Roku Inc. (ROKU) earnings date is Oct 29, 2026. Below is the full Roku Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Roku Inc. (ROKU) Earnings Analysis — key stats
Next earnings date
Oct 29, 2026
Latest reported quarter
Q1 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±10.0% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±7.5% (options-derived · into Oct 29, 2026)
Institutional ownership
56.3% (13F as of 2026-06-30)
Top 10 holders
33.8% (of shares outstanding)
Insider activity
2 buys / 10 sells (recent Form 4 filings)
Revenue
$1.4B (vs $1.3B est · +4.4% surprise · +21.9% YoY)
EPS
$1.08 (vs $0.60 est · +78.5% surprise · +1452.4% YoY)
Share price
$157.68 (+2.3%)
Market cap
$23.4B
Roku Inc. (ROKU) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.4B vs $1.3B est
$1.08 vs $0.60 est
+78.5%
+4.2%
Beat
Q2 FY2026
$1.2B vs $1.2B est
$0.57 vs $0.33 est
+72.6%
+9.7%
Beat
Q1 FY2026
$1.4B vs $1.4B est
$0.53 vs $0.28 est
+89.3%
+2.5%
Beat
Q4 FY2025
$1.2B vs $1.4B est
$0.16 vs $0.07 est
+128.6%
+7.6%
Mixed
Q3 FY2025
$1.1B vs $1.2B est
$0.07 vs $-0.16 est
+143.8%
-13.1%
Mixed
Q2 FY2025
$1.0B vs $1.0B est
$-0.19 vs $-0.27 est
+29.6%
-9.7%
Mixed
Q1 FY2025
$1.2B vs $1.0B est
$-0.24 vs $-0.41 est
+41.5%
+16.9%
Beat
Q4 FY2024
$1.1B vs $1.1B est
$-0.06 vs $-0.32 est
+81.3%
-16.1%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.1%
13.4M
$1.8B
+80.2%
Vanguard Capital Management LLC
4.0%
5.9M
$818.6M
+0.9%
Undisclosed filer
4.0%
5.9M
$811.7M
-9.0%
Fmr LLC
3.6%
5.3M
$733.6M
-68.8%
Pentwater Capital Management LP
2.9%
4.3M
$597.5M
+100.0%
State Street Corp
2.8%
4.1M
$568.5M
+81.9%
Balyasny Asset Management L.P.
2.1%
3.1M
$434.8M
+1277.1%
Geode Capital Management, LLC
2.1%
3.1M
$424.0M
+10.2%
Goldman Sachs Group INC
1.8%
2.6M
$366.0M
+177.5%
Schroder Investment Management Group
1.4%
2.1M
$286.3M
-10.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Fuchsberg Gilbert
officer: President, Subscriptions
2026-08-06
Sell
11K
$1.6M
Collier Charles
officer: President, Roku Media
2026-08-04
Sell
10K
$509240
Collier Charles
officer: President, Roku Media
2026-08-04
Sell
10K
$509240
Collier Charles
officer: President, Roku Media
2026-08-04
Buy
10K
$509240
Collier Charles
officer: President, Roku Media
2026-08-04
Sell
9K
$1.3M
Collier Charles
officer: President, Roku Media
2026-08-04
Sell
9K
$1.4M
Collier Charles
officer: President, Roku Media
2026-08-04
Sell
956
$139949
Collier Charles
officer: President, Roku Media
2026-08-04
Sell
1K
$210641
What you'll find
Next Roku Inc. (ROKU) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Roku Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Roku Inc. (ROKU)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Roku Inc.'s next earnings date?
Roku Inc.'s (ROKU) next scheduled earnings date is Oct 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Roku Inc. (ROKU) beat or miss earnings?
In Q1 FY2026, Roku Inc. (ROKU) posted beat results — revenue of $1.4B versus the $1.3B estimate (+4.4% surprise) and EPS of $1.08 versus $0.60 expected (+78.5% surprise). Magnisto decodes every Roku Inc. (ROKU) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Roku Inc. beat earnings estimates?
Over its last 8 reported quarters, Roku Inc. (ROKU) beat Wall Street EPS estimates 8 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Roku Inc. (ROKU) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Roku Inc. stock move after earnings?
Over its last 8 quarterly reports, Roku Inc. (ROKU) moved an average of ±10.0% the day after earnings — ranging from -16.1% (Q4 FY2024) to +16.9% (Q1 FY2025). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 29, 2026, options-implied volatility is pricing in a move of roughly ±7.5% (derived). Magnisto tracks the realized post-earnings move for every Roku Inc. (ROKU) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Roku Inc.?
Institutions hold about 56.3% of Roku Inc.'s (ROKU) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.1%), Vanguard Capital Management LLC (4.0%), Undisclosed filer (4.0%). Magnisto lists Roku Inc.'s (ROKU) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Roku Inc. (ROKU)?
In the most recent Form 4 filings Magnisto tracks, Roku Inc. (ROKU) insiders recorded 2 purchases and 10 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Roku Inc. (ROKU) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Roku Inc. (ROKU), anchored to the current $157.68 share price, so you can weigh the bull, base and bear cases for Roku Inc. side by side.
Is Roku Inc. (ROKU) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Roku Inc. fits your own thesis and risk profile. This is research, not investment advice.