← BackROKU, Inc · Cable & Other Pay Television ServicesROKU
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The short versionA profitable company with growing sales.
Going well
- Sales up 22% in the latest quarter vs a year ago
- Profitable
- Sales up 15% last year
Money moves
- Insiders sold $4.6M in the last 30 days, all through pre-planned sales
- Institutions added 1.9% to their holdings in the quarter ending June 2026 (428 bought, 348 sold)
- Held by George Soros (Soros Fund), Ray Dalio (Bridgewater), Stanley Druckenmiller (Duquesne) and 1 more famous investor
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$157.30-0.8% that day
- Company value
- $23.9B
- Share price times all shares
- Price vs profit (P/E)
- 66.9x
- You pay about $67 for each $1 of yearly profit
- Price vs sales
- 4.6x
- Company value is 4.6 times a year of sales
- Cash vs value
- 8%
- Cash as a share of company value
From ROKU's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.4B+22% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $5.2B, up 19% from the 12 months before. Over 5 years, sales grew about 22% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.3.4%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.9%
- MissProfitable every yearSteady profits, not one good year.2 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$478.4M
- MissShare count not growingNot diluting owners. Falling means buybacks.+7.7% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.43.8%
- Revenue
- $4.7B
- +15.2% vs prior year
- 5-year growth
- +21.6%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 2.75x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.4B
- +21.9% YoY
- EPS
- $1.08
- vs $0.07
- Op. margin
- 10.8%
- +12.9 pts
- Gross margin
- 49.7%
- +4.9 pts
- Free cash flow
- $280.9M
- Share count
- +1.5%
- vs a year ago
Insider rating
Last 90 days
43Mixed
- Pre-planned sales of $4.6M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 4.3
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.9%Institutions added 1.9% to their holdings. 428 bought, 348 sold. 2 quarters of net buying in a row.
Shares held by institutions114.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+2.5%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
152MNext reportIn 2 days (est.)Estimated from the same quarter last year
- Results filedAug 6
- Results filedApr 30
- Results filedFeb 12
- Results filedOct 30, 2025
- Results filedJul 31, 2025
Insider trades
Open-market buys and sells, last 90 days Bought$00 insiders
Sold$4.6M4 insiders, 4 pre-planned
| Insider | Trade | Shares | Avg price | Value | Owns after | Date |
|---|
Dan JeddaCFO & COO | Sell | 7K | $152.84 | $1.1M | 68K | |
- -9.4% of their holdings
- Pre-planned sale (10b5-1)
- Filed 4 days after
|
Charles CollierPresident, Roku Media | Sell | 21K | $151.63 | $3.1M | 23K | |
- -47.5% of their holdings
- $151.60 to $152.07 across 4 trades
- Pre-planned sale (10b5-1)
- Filed 2 days after
|
Matthew C. BanksVP, CAO | Sell | 554 | $152.21 | $84K | 8K | |
- -6.8% of their holdings
- Pre-planned sale (10b5-1)
- Filed 4 days after
|
Neil D HuntDirector | Sell | 2K | $151.09 | $302K | 10K | |
- -17.2% of their holdings
- $150.85 to $152.04 across 2 trades
- Pre-planned sale (10b5-1)
- Filed 4 days after
|
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldDan JeddaCFO & COO
7,000 shares at $152.84 · $1.1M
- -9% of holdings
- Now owns 67,811 shares
- Pre-planned sale (10b5-1)
- Filed 4 days after trade
SoldCharles CollierPresident, Roku Media
20,538 shares at $151.63 avg ($151.60 to $152.07) · $3.1M
- -47% of holdings
- Now owns 22,700 shares
- Pre-planned sale (10b5-1)
- 4 transactions
- Filed 2 days after trade
- Also: Option exercise
SoldNeil D HuntDirector
2,000 shares at $151.09 avg ($150.85 to $152.04) · $302K
- -17% of holdings
- Now owns 9,629 shares
- Pre-planned sale (10b5-1)
- 2 transactions
- Filed 4 days after trade
- Also: Option exercise, Conversion
SoldMatthew C. BanksVP, CAO
554 shares at $152.21 · $84K
- -7% of holdings
- Now owns 7,568 shares
- Pre-planned sale (10b5-1)
- Filed 4 days after trade
GiftAnthony J. WoodCEO and Chairman BOD, Director, 10% owner
48,218 shares
- Now owns 44,290 shares
- Held The Anthony J. Wood 2025 Annuity Trust V-B
- 2 transactions
- Filed 2 days after trade
SoldDan JeddaCFO & COO
7,000 shares at $156.81 · $1.1M
- -9% of holdings
- Now owns 74,811 shares
- Pre-planned sale (10b5-1)
- Filed 1 day after trade