For the quarter ended December 2025, Roku (ROKU) reported revenue of $1.39 billion, up 16.1% over the same period last year. EPS came in at $0.53, compared to -$0.24 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.35 billion, representing a surprise of +3.12%. The company delivered an EPS surprise of +90.99%, with the consensus EPS estimate being $0.28.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Roku performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Revenue- Platform: $1.22 billion versus $1.19 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +18.2% change.
- Net Revenue- Devices: $170.95 million versus $160.48 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +3.2% change.
- Gross Profit- Platform: $646.68 million compared to the $620.31 million average estimate based on eight analysts.
- Gross Profit- Devices: $-39.86 million versus the eight-analyst average estimate of $-42.47 million.
View all Key Company Metrics for Roku here>>>
Shares of Roku have returned -18.3% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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Roku, Inc. (ROKU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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