Roku Inc. released its third-quarter 2025 financial results, reporting total net revenue of $1.21 billion, a 14% increase year-over-year, which met Wall Street expectations. The company achieved its first quarterly operating profit since 2021, with net income of $24.8 million, or $0.16 per share, significantly exceeding analysts' consensus estimates.
Platform revenue continued its strong growth trajectory, increasing 17% year-over-year. This growth was driven by continued expansion in its advertising business and growing recommendation functions. The company's focus on platform monetization and operational discipline contributed to the improved profitability.
Roku boosted its full-year 2025 guidance, projecting Platform revenue of $3.95 billion and Adjusted EBITDA of $350 million. For the fourth quarter of 2025, Roku expects revenue to be around $1.35 billion, which is 2% above analysts' estimates, signaling continued positive momentum.
The achievement of a quarterly operating profit, coupled with robust platform revenue growth and a raised full-year outlook, demonstrates the effectiveness of Roku's strategic pivot. These results reinforce investor confidence in the company's ability to deliver sustainable profitability and capitalize on its dominant position in the streaming market.
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