Roku Q2 FY26 net income rises to $164 million; revenue increases 22% YoY to $1.35 billion

• Roku posted Q2 net revenue of $1.35 billion, up 22% year over year, with platform revenue rising 25% to $1.22 billion.
• Net income was $164 million; adjusted EBITDA was $254 million, while trailing-12-month free cash flow reached $704 million.
• Advertising revenue climbed 25% to $673 million, with advertising gross margin widening to 62.4% as mix shifted to higher-margin ad products.
• Subscriptions revenue increased 26% to $548 million, while streaming hours grew 7% to 37.9 billion.
• Roku began rolling out its biggest Home Screen update in more than a decade, citing early signs of improved U.S. household retention.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Roku Inc. published the original content used to generate this news brief on August 06, 2026, and is solely responsible for the information contained therein.