Roku, Inc. revenue by segment ROKU

Annual Quarterly

Roku, Inc. splits its revenue 2 ways in its filings. By operating segments, the largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Advertising at $727.4 million, 48% of the total. By sales mix, the largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Advertising services at $727.4 million, 48% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Sep 30, 2026	Q3 FY2026 Sep 30, 2026	Q2 FY2026 Jun 30, 2026	Q1 FY2026 Mar 31, 2026	Q4 FY2025 Dec 31, 2025	Q3 FY2025 Sep 30, 2025	Q2 FY2025 Jun 30, 2025	Q1 FY2025 Mar 31, 2025	Q4 FY2024 Dec 31, 2024
Revenue	5,500	1,502	1,355	1,249	1,395	1,211	1,111	1,021	1,201
Operating segments
Advertising	—	727 +23.0% share 48.4%	673 +24.8% share 49.7%	—	—	591 share 48.8%	539 share 48.5%	—	—
Subscriptions	—	581 +22.7% share 38.7%	548 +25.6% share 40.5%	—	—	473 share 39.1%	436 share 39.3%	—	—
Device	—	194 +32.7% share 12.9%	134 -1.4% share 9.9%	—	—	146 share 12.1%	136 share 12.2%	—	—
Sales mix
Advertising services	—	727 +23.0% share 48.4%	673 +24.8% share 49.7%	613 +26.9% share 49.1%	—	591 share 48.8%	539 share 48.5%	483 share 47.3%	—
Subscriptions	—	581 +22.7% share 38.7%	548 +25.6% share 40.5%	519 +30.3% share 41.5%	—	473 share 39.1%	436 share 39.3%	398 share 39.0%	—
Device	—	194 +32.7% share 12.9%	134 -1.4% share 9.9%	118 -15.9% share 9.4%	—	146 share 12.1%	136 share 12.2%	140 share 13.7%	—

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Cable & Other Pay Television Services (SIC 4841)
Listed as: ROKU (Nasdaq)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: San Jose, CA
SEC filer status: Large accelerated filer
SEC CIK: 1428439
Former names: ROKU INC (until Jun 4, 2009)

Other Cable & Other Pay Television Services companies

All 14 Cable & Other Pay Television Services companies

Source: SEC EDGAR filings. This is company-reported data, not investment advice.