Roku Posts $0.53 EPS Beat with $1.4B Revenue, 16% Growth
Roku delivered an adjusted EPS of $0.53, reversing last year’s $0.24 loss, and generated $1.4 billion in revenue, up 16% year-over-year. Fiscal 2025 saw 145.6 billion streaming hours (+15%) and record trailing-12-month free cash flow, while analysts now forecast 255% EPS growth in FY26.
1. Solid Quarterly Performance
Roku reported adjusted EPS of $0.53 in its latest quarter versus a $0.24 loss a year earlier, alongside $1.4 billion in sales, a 16% year-over-year increase that surpassed expectations.
2. Annual Streaming Growth and Cash Flow
For fiscal 2025, total streaming hours reached 145.6 billion, up 15% year-over-year, gross profit rose 15%, and trailing-twelve-month free cash flow hit a record high, demonstrating improved monetization and operational leverage.
3. Bullish Outlook and Consensus Revisions
Analysts have increased EPS estimates by 240% for FY26 and 100% for FY27 since last March, forecasting 255% EPS growth in FY26 and 55% in FY27, with sales expected to rise 16% and 13% respectively.