Roku Surpasses Expectations with Q4 Earnings, Reports Profit (ROKU)

Roku Inc. (ROKU) reported Q4 earnings on February 12, 2026, topping expectations with a surprise profit and strong streaming device sales. The company posted net income of $123 million, versus a loss of $21 million in the same period last year, and revenue of $1.46 billion, exceeding the $1.35 billion median estimate. Key drivers included a 14% year-over-year increase in streaming device sales and a 22% rise in average revenue per user. The results reflect continued momentum in the connected device segment and Roku's strategy to expand its ad-supported streaming options.