Roku Inc Class A

ROKU: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Roku Earnings: Blowout Results Mitigated Only by Conservative Full-Year Guidance

Matthew Dolgin

May 1, 2026

Roku blew past its first-quarter guidance and was strong in all the most important parts of its business. Device sales and margins were weak, but lower sales in that loss-making unit enhance profits. Roku raised its full-year outlook by materially less than its first-quarter overperformance.

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Roku Inc Class A

Roku Earnings: Blowout Results Mitigated Only by Conservative Full-Year Guidance

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