Roku Smashes Q4 Expectations, Stock Surges After Hours
Roku swings to $80.5M profit on $1.39B revenue, sending shares up double digits in after-hours trading.
Roku just dropped a Q4 earnings report that Wall Street loved. Revenue hit $1.39 billion, up 16% year-over-year and beating analyst estimates of $1.35 billion. The real headline? An $80.5 million net income — a sharp reversal from the $35.5 million loss posted in Q4 2024.
Investors responded immediately. ROKU shares jumped as much as 13% in after-hours trading on Thursday.
The streaming hardware maker isn't slowing down either. Roku is forecasting another 16% revenue growth in 2026, signaling confidence that its momentum has legs.
The turnaround from red to black ink is significant. Roku has been grinding through a tough stretch for streaming-adjacent companies, and posting real profitability — not just adjusted EBITDA magic tricks — sends a clear message. The business is working.