Roku (ROKU) Q3 2026 Earnings

Yes. Roku reported Q3 2026 earnings of $1.20 a share on Nov 2, 2026, beating the $0.55 consensus estimate by 119.0%. Revenue was $1.5B against a $1.4B estimate.

Roku delivered a blowout third quarter for fiscal 2026, posting GAAP earnings per share of $1.20, well ahead of the $0.53 consensus estimate for a beat of 126.42%, extending the company's streak of beating EPS consensus to six consecutive quarters. Revenue climbed 24.1% year over year to $1.50 billion, topping the $1.41 billion consensus by 6.36%, as the Platform business fired on multiple cylinders. The primary engine was advertising, where programmatic delivery now accounts for more than 80% of in-stream video ad impressions and the Media and Entertainment vertical posted its strongest year-over-year growth in four years; a 470-basis-point expansion in gross margin to 63.2%, driven by a mix shift toward higher-margin ad products, further amplified the results. GAAP figures include a $22.30 million gain on lease termination recorded within restructuring charges and $13.57 million of merger-related costs tied to Fox Corporation's pending acquisition of the company. With that deal announced in June, Roku skipped its earnings call and issued no new guidance, saying only that it remains on track with the second-half 2026 forecast provided in its proxy statement.