Roku Inc Class A

ROKU: XNAS (USA)

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Roku Earnings: Business Remains Phenomenal on Nearly Every Front

Matthew Dolgin

Aug 7, 2026

Roku's second-quarter revenue rose 22% year over year, with advertising sales up 25% and subscription sales up 26%. Device sales, which carry negative margins, were flat, but a tariff refund led to a devices gross profit. Even excluding the refund benefit, adjusted EBITDA rose 180%, to $254 million.

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Roku Inc Class A

Roku Earnings: Business Remains Phenomenal on Nearly Every Front

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