Roku stock posts strong Q3 growth as Fox deal remains pending

Roku released its third-quarter 2026 results on Monday, November 2, according to the Roku newsroom. Revenue reached USD 1.502 billion for the quarter ended September 30, while net income rose to USD 183.3 million from USD 24.8 million a year earlier.

Roku stock traded at 142.94 euros on Lang & Schwarz at 22:08 CET on Tuesday, November 3. The quote is a current evening indication; a verified Xetra closing comparison is not included here. The real-time quote of Roku stock provides the latest trading view.

Platform growth drives quarterly performance

Platform revenue increased 23 percent year over year to USD 1.308 billion. Advertising revenue rose to USD 727.4 million, while subscription revenue reached USD 580.9 million. Platform gross profit climbed 27 percent to USD 697.1 million.

Streaming hours increased 9 percent to 39.9 billion. The Roku Channel ranked as the second-most engaged app on the platform in both the United States and globally, according to the shareholder letter.

Devices remain a pressure point

Devices revenue grew 33 percent to USD 193.7 million, but the segment recorded a gross loss of USD 48.6 million. Roku reported a devices gross margin of negative 25.1 percent, citing elevated memory costs as the main factor.

Adjusted EBITDA was USD 248.8 million, compared with USD 116.9 million in the prior-year quarter. Trailing-twelve-month free cash flow reached USD 795.7 million, although the company presents this as a non-GAAP measure alongside its reconciliation.

Fox transaction shapes the outlook

Fox Corporation and Roku announced a definitive acquisition agreement on June 15. Because the transaction remains pending, Roku said it would not host an earnings call and would not provide a financial outlook. Management said the company remains on track for the second-half 2026 forecast included in its proxy statement.

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