Roku Inc（ROKU）財務資料ROKURoku Inc

Roku, Inc. (ROKU) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Platform, accounting for 90.1% of total sales, equivalent to $1.22B. Another important revenue stream is Devices. Understanding this composition is critical for investors evaluating how ROKU navigates market cycles within the Entertainment Production industry.

Evaluating the bottom line, Roku, Inc. maintains a gross margin of 49.73%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 10.79%, while the net margin is 12.12%. These profitability ratios, combined with a Return on Equity (ROE) of 13.12%, provide a clear picture of how effectively ROKU converts its operational activities into shareholder value.

In the context of the broader market, ROKU competes directly with industry leaders such as CBRS and CRCL. With a market capitalization of $23.55B, it holds a significant position in the sector. When comparing efficiency, ROKU's gross margin of 49.73% stands against CBRS's 14.19% and CRCL's 36.92%. Such benchmarking helps identify whether Roku, Inc. is trading at a premium or discount relative to its financial performance.

Roku's financial performance shows a positive trend, with total revenue increasing from $1.02 billion in Q1 2025 to $1.35 billion in Q2 2026. The net income has also turned positive, with $164.2 million reported in Q2 2026, compared to a loss of $27.4 million in Q1 2025. The gross margin has improved from 43.60% in Q1 2025 to 47.57% in Q2 2026, indicating enhanced operational efficiency.