{
  "url": "https://struct.news/briefs/rokus-profit-jumped-1464-its-subscription-costs-are-still-gaining-faster",
  "title": "Roku's profit jumped 1,464%. Its subscription costs are still gaining faster.",
  "summary": "Subscriptions revenue rose 26% as the number of subscriptions grew 11%, putting pricing at the center of Roku's surge.",
  "published_at": "2026-08-06T20:22:59.589246+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Roku, Inc.",
    "ticker": "ROKU",
    "cik": "1628280",
    "sector": "Communication Services",
    "industry": "Entertainment"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-08-06",
    "accession": "0001628280-26-054335",
    "url": "https://www.sec.gov/Archives/edgar/data/1428439/000162828026054335/roku-20260630.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2025-08-01",
    "url": "https://www.sec.gov/Archives/edgar/data/1428439/000142843925000040/roku-20250630.htm"
  },
  "reported_figures": [
    {
      "group": "The filing in three numbers",
      "label": "Revenue",
      "value": 4737251000,
      "display": "$4.7B",
      "unit": "usd",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-054335",
        "filing_date": "2026-08-06"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Revenue YoY",
      "value": 15.180366738975781,
      "display": "+15.2%",
      "unit": "percent",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-054335",
        "filing_date": "2026-08-06"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Operating margin",
      "value": -0.11871864083199306,
      "display": "-0.1%",
      "unit": "percent",
      "period": "2025-12-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001628280-26-054335",
        "filing_date": "2026-08-06"
      }
    }
  ],
  "watch_next": [
    {
      "type": "pricing",
      "statement": "Subscription growth was supported by a 25% increase in average price per subscription alongside an 11% increase in subscriptions.",
      "importance": "medium",
      "evidence": "Subscriptions revenue increased by $111.7 million, or 26%, during the three months ended June 30, 2026 as compared to the three months ended June 30, 2025, primarily due to a 11% increase in the number of subscriptions and a 25% increase in the average price per subscription.",
      "source_date": "2026-08-06"
    }
  ],
  "related_tickers": [
    "ROKU"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}