Roku, Inc. (ROKU) Q4 2025 Earnings Call February 12, 2026 5:00 PM EST
Company Participants
Conrad Grodd – Vice President of Investor Relations
Anthony Wood – Founder, Chairman, President & CEO
Dan Jedda – COO & CFO
Charlie Collier – President of Roku Media
Conference Call Participants
Shyam Patil – Susquehanna Financial Group, LLLP, Research Division
Cory Carpenter – JPMorgan Chase & Co, Research Division
Michael Morris – Guggenheim Securities, LLC, Research Division
Jason Helfstein – Oppenheimer & Co. Inc., Research Division
Steven Cahall – Wells Fargo Securities, LLC, Research Division
Laura Martin – Needham & Company, LLC, Research Division
Robert Sanderson – Loop Capital Markets LLC, Research Division
Vikram Kesavabhotla – Robert W. Baird & Co. Incorporated, Research Division
Matthew Condon – Citizens JMP Securities, LLC, Research Division
Thomas Champion – Piper Sandler & Co., Research Division
Robert Coolbrith – Evercore ISI Institutional Equities, Research Division
Presentation
Operator
Hello, and thank you for standing by. Welcome to Roku Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to Conrad Grodd, Vice President of Investor Relations. Sir, you may begin.
Conrad Grodd
Vice President of Investor Relations
Good afternoon. Welcome to Roku’s Fourth Quarter and Year-End 2025 Earnings Call. Joining us on today’s call are Anthony Wood, Roku’s Founder and CEO; Dan Jedda, our CFO and COO; Charlie Collier, President Roku Media; and Mustafa Ozgen, President Devices. On this call, we’ll make forward-looking statements, which are subject to risks and uncertainties. Please refer to our shareholder letter and periodic SEC filings for risk factors that could cause our actual results to differ materially from these forward-looking statements. We’ll also present GAAP and non-GAAP financial measures. Reconciliations of non-GAAP measures to the most comparable GAAP financial measures are provided in our shareholder letter. Unless otherwise stated, all comparisons will be against our results for the comparable 2024 period. With that, operator, our first question, please.
