Roku Q1 2026: Revenue +22% to $1.25B, Ad Revenue +27%, Stock Jumps 8%

Roku reported Q1 2026 total revenue of $1.25 billion, up 22% year-over-year, with advertising revenue of $613 million up 27%. Subscription revenue grew 30%. The company raised its full-year 2026 guidance, sending ROKU stock up more than 8% after hours.

1 min read|agenticonsult Intelligence

Roku Q1 2026: Revenue +22% to $1.25B, Ad Revenue +27%, Stock Jumps 8%

Roku delivered a strong Q1 2026, reporting total revenue of $1.25 billion, a 22% increase year-over-year. Advertising revenue reached $613 million, up 27%, while subscription revenue grew 30%. The company raised its full-year 2026 profit guidance on the strength of the results, and ROKU stock climbed more than 8% in after-hours trading.

Why It Matters

Roku's accelerating ad revenue growth—outpacing subscription growth—signals that CTV advertising is recovering and consolidating on Roku's platform, positioning it as a key beneficiary of ongoing TV-to-streaming migration and relevant to any AI-native ad platform tracking the CTV opportunity.

Primary source

Variety

#roku #earnings #streaming #advertising #q1-2026

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This breaking-news item was assembled from the cited primary source with AI assistance. It is intended for rapid situational awareness — refer to the original publication for the definitive statement.

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