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Roku (ROKU) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 2, 2026
Roku (ROKU) reported revenue of $1.5B for the third quarter 2026 (Q3 2026), +24% from a year earlier and +11% from the quarter before. Operating margin was 10.9%, net earnings $183M (12.2% of revenue).
Roku, Q3 2026: revenue $1.5B (+24% year over year), operating margin 10.9%, net earnings $183M, operating cash flow $219M. The chart follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.5B | +11% | +24% |
| Gross profit | $649M | -4% | +24% |
| Operating profit | $164M | +12% | 17× |
| Net earnings | $183M | +12% | +639% |
| Operating cash flow | $219M | -23% | +72% |
| Free cash flow | $218M | -22% | +72% |
What changed
Revenue was $1.5B in Q3 2026, up 24% year over year and up 11% from the previous quarter. Advertising was the largest line at 48% of revenue. Advertising added $0.14B year over year (up 23%), 47% of the total change.
Gross margin was 43.2%, down 0.2 points from Q3 2025. Operating profit was $0.16B, a 10.9% margin (up 10.1 points year over year). Of the extra revenue versus Q3 2025, 53% reached operating profit, above the 1% margin then. Operating expenses fell 6% while revenue rose 24%. The fastest-growing cost line was General & admin (+17%). Net earnings were $0.18B, up 639% year over year. The effective tax rate was 2.1%.
Operating cash flow was $0.22B (up 72% year over year), 120% of net earnings. Non-cash charges added back $0.01B of depreciation and amortization and $0.08B of share-based compensation. Working capital and other items used $0.05B. Capital expenditures of $1.4M left free cash flow of $0.22B.
Questions
What was Roku's revenue in the third quarter 2026?
Roku (ROKU) reported revenue of $1.5B for the third quarter 2026 (Q3 2026), +24% from a year earlier and +11% from the quarter before.
Was Roku profitable in the third quarter 2026?
Operating profit was $164M (10.9% of revenue) and net earnings $183M.
Source: Roku 10-Q on SEC EDGAR.