Overview

• Roku’s second-quarter revenue reached $1.11 billion, topping analyst forecasts, with a net profit of $10.5 million marking its first profitable quarter in years.
• Platform segment revenue grew 18% year-over-year to $975 million, fueled by stronger video advertising and the May acquisition of Frndly TV.
• The company raised its full-year 2025 platform revenue outlook to $4.075 billion and boosted adjusted EBITDA guidance to $375 million.
• Roku authorized a $400 million repurchase program for its Class A common stock to support shareholder returns.
• Management forecasts third-quarter revenue of $1.2 billion, ahead of Wall Street’s $1.17 billion estimate.