Roku (NASDAQ:ROKU) is set to give its latest quarterly earnings report on Thursday, 2026-02-12. Here's what investors need to know before the announcement.

Analysts estimate that Roku will report an earnings per share (EPS) of $0.28.

Roku bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).

Overview of Past Earnings

The company's EPS beat by $0.08 in the last quarter, leading to a 6.1% increase in the share price on the following day.

Here's a look at Roku's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	0.08	-0.16	-0.25	-0.43
EPS Actual	0.16	0.07	-0.19	-0.24
Price Change %	6.00	-15.00	-9.00	14.00

Tracking Roku's Stock Performance

Shares of Roku were trading at $90.91 as of February 10. Over the last 52-week period, shares are up 1.62%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release.

Analysts' Take on Roku

For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Roku.

Roku has received a total of 10 ratings from analysts, with the consensus rating as Outperform. With an average one-year price target of $130.0, the consensus suggests a potential 43.0% upside.

Comparing Ratings Among Industry Peers

In this analysis, we delve into the analyst ratings and average 1-year price targets of Warner Music Gr, TKO Group Holdings and Stubhub Holdings, three key industry players, offering insights into their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for Warner Music Gr, with an average 1-year price target of $36.25, suggesting a potential 60.13% downside.
• Analysts currently favor an Buy trajectory for TKO Group Holdings, with an average 1-year price target of $234.17, suggesting a potential 157.58% upside.
• Analysts currently favor an Outperform trajectory for Stubhub Holdings, with an average 1-year price target of $19.62, suggesting a potential 78.42% downside.

Summary of Peers Analysis

The peer analysis summary outlines pivotal metrics for Warner Music Gr, TKO Group Holdings and Stubhub Holdings, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Roku	Outperform	13.97%	$524.90M	0.95%
Warner Music Gr	Buy	-1.50%	$834M	25.75%
TKO Group Holdings	Buy	-27.31%	$680.26M	1.01%
Stubhub Holdings	Outperform	7.92%	$367.60M	-105.81%

Key Takeaway:

Roku ranks at the top for Revenue Growth and Gross Profit among its peers. It is at the bottom for Return on Equity.

About Roku

Roku enables consumers to stream television programming. It has more than 90 million streaming households and provided 127 billion streaming hours in 2024. Roku is the top streaming operating system in the US, reaching more than half of broadband households, according to the company. Roku's OS is built into streaming devices and televisions that Roku sells and on connected televisions from other manufacturers that license Roku's name and software. Roku also operates the Roku Channel, a free, ad-supported streaming television platform that offers a mix of on-demand and live television programming. Roku generates revenue primarily from selling devices, licensing, and advertising, and it receives fees from subscription streaming platforms that sell subscriptions through Roku.

Roku's Financial Performance

Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.

Positive Revenue Trend: Examining Roku's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 13.97% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Communication Services sector.

Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 2.05%, the company showcases strong profitability and effective cost control.

Return on Equity (ROE): Roku's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 0.95%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.57%, the company showcases effective utilization of assets.

Debt Management: Roku's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.21.

To track all earnings releases for Roku visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.