Roku, Inc. (ROKU)

Roku beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported August 6, 2026, as revenue of $1.355 billion topped the $1.298 billion estimate, +4.4%, and EPS of $1.08 topped the $0.60 estimate, +79%. Revenue rose roughly 22% year over year to about $1.4 billion (up from about $1.1 billion a year ago), while net income surged about 1,464% to roughly $164 million (from about $10.5 million). Profitability tracked higher alongside the growth, with gross profit of about $673.7 million translating to a gross margin near 50% and operating income of roughly $146.2 million for an operating margin of about 11%. Cash generation was positive, with operating cash flow of around $284.6 million, and the company repurchased roughly $62.7 million of stock during the quarter. For the next period, consensus calls for EPS of $0.56 on revenue of $1.408 billion.