Filing Flows › Comparisons › OPTU vs ROKU
Optimum Communications vs Roku: OPTU and ROKU compared
Optimum Communications is the larger company: $2.0B of revenue in its latest quarter (Q3 2026) against $1.5B for Roku (Q3 2026). Roku is growing faster (+24% against -5% a year earlier). Roku is more profitable, with an operating margin of 10.9% against -152.9%.
Where the money goes: OPTU and ROKU
Optimum Communications (OPTU) · Q3 2026
Optimum Communications, Q3 2026: revenue $2.0B (-5% year over year), operating margin -152.9%, net loss $2.9B, operating cash flow $79.2M. The chart follows the revenue to costs, profit and cash.
Roku (ROKU) · Q3 2026
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.
| Optimum Communications (OPTU) | Roku (ROKU) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $2.0B | $1.5B |
| Revenue growth, Y/Y | -5% | +24% |
| Gross margin | — | 43.2% |
| Operating margin | -152.9% | 10.9% |
| Net earnings | −$2.9B | $183M |
| Net margin | -142.9% | 12.2% |
| Operating cash flow | $79.2M | $219M |
| Free cash flow | — | $218M |
| Market value | $216M | $24.7B |
| P/E | — | 47.5× |
| Analysts’ mean target | $1.05 | $163.03 |
Where the revenue comes from
Optimum Communications
- Residential revenue: $1.5B (75%)
- Business services and wholesale: $376M (19%)
- News and advertising: $93.4M (5%)
- Other: $23.1M (1%)
Roku
- Platform: $1.3B (87%)
- Devices: $194M (13%)
Questions
Which is bigger, Optimum Communications or Roku?
Optimum Communications is the larger company: $2.0B of revenue in its latest quarter (Q3 2026) against $1.5B for Roku (Q3 2026).
Is Optimum Communications or Roku growing faster?
Roku is growing faster (+24% against -5% a year earlier).
Which is more profitable, Optimum Communications or Roku?
Roku is more profitable, with an operating margin of 10.9% against -152.9%.
More: Optimum Communications earnings · how Optimum Communications makes money · Roku earnings · how Roku makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 6, 2026; 10-Q filed Nov 2, 2026). Fiscal quarters can end on different dates. Not investment advice.