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Roku Stock Rallies After Q4 Earnings: Here's Why - Roku (NASDAQ:ROKU)

Roku shares surged in after-hours trading as the company beat Q4 estimates, fueled by 145.6 billion streaming hours and significant platform revenue growth.

  • Today, Roku released its Q4 2025 and full year 2025 financial results, reporting Q4 revenue of $1.395 billion, up 16% year over year, and swung to profitability in Q4 2025.
  • Platform revenue climbed 18% to $1.224 billion in Q4, driven by the biggest quarter ever for Premium Subscriptions net adds and upgrades to Content Row, Live TV and Sports UI.
  • Earnings showed a clear beat as Roku reported earnings per share of 53 cents, net income of $80.5 million, and adjusted EBITDA of $169.4 million in Q4.
  • Shares rocketed in after-hours trading as Roku expects first-quarter revenue of $1.2 billion, fiscal 2026 revenue of $5.5 billion, and plans bundled premium-subscription plans.
  • For full-year 2026, Roku forecasts Platform revenue of $4.890 billion with 51% to 52% gross margin, this year adding HBO Max and more tier-one partners while surpassing 90 million logged-in streaming households.
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Benzinga broke the news in New York, United States on Thursday, February 12, 2026.
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