Roku seen hitting 25% platform revenue growth as political ads and World Cup bolster outlook

Roku Inc (NASDAQ:ROKU) has a credible path to outperforming its own full-year guidance, driven by political advertising, World Cup viewership, and ongoing improvements to ad fill rates, according to Jefferies. In a mid-year review of its thesis, the investment bank outlined an upside case of roughly 25% year-over-year growth in platform revenue for fiscal 2026, compared to Roku's current guidance implying approximately 21% growth.

Proactive Investors • May 15, 2026

Is Trending Stock Roku, Inc. (ROKU) a Buy Now?

Roku (ROKU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • May 15, 2026

Roku, Inc. (ROKU) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript

Roku, Inc. (ROKU) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript

Seeking Alpha • May 13, 2026

Roku, Inc. (ROKU) Presents at 21st Annual Needham Technology, Media, & Consumer Conference Transcript

Roku, Inc. (ROKU) Presents at 21st Annual Needham Technology, Media, & Consumer Conference Transcript

Seeking Alpha • May 12, 2026

Shifting Sentiment: These Stocks Have Bounced Back Big

Though the start of 2026 wasn't kind to Oracle and Roku, both have bounced back in a big way over the past month, outperforming the S&P 500 and benefiting from strong quarterly results.

Zacks Investment Research • May 12, 2026

ROKU TO SERVE AS THE NORTH AMERICAN STREAMING HOME FOR THE INAUGURAL ENHANCED GAMES

Streaming free on the Roku Sports Channel on May 24 th 9pm EST/6pm PST, the first-ever event combines scientific innovation and approved use of performance enhancing substances with elite competition SAN JOSE, Calif. and NEW YORK, May 11, 2026 /PRNewswire/ -- Today, Roku (NASDAQ: ROKU) becomes the North American streaming home for the inaugural Enhanced Games (NYSE: ENHA) on May 24th at 9pm EST/6pm PST, the two companies announced today.

PRNewsWire • May 11, 2026

2 Growth Stocks Down 40% to Buy Right Now

Roku just reached 100 million households on its platform, and this is fueling robust advertising demand. Spotify is seeing solid subscriptions growth and expanding margins as it launches new AI features.

The Motley Fool • May 9, 2026

Roku Chief Financial Officer to Present at Upcoming Conferences

SAN JOSE, Calif.--(BUSINESS WIRE)--Roku, Inc. (Nasdaq: ROKU) announced today that Chief Financial Officer and Chief Operating Officer Dan Jedda will participate in a fireside chat at the Needham Internet and Media Conference in New York City on Tuesday, May 12. Mr. Jedda is scheduled to appear at 1:30 PM ET. Mr. Jedda will also participate in a fireside chat at the MoffettNathanson Media, Internet & Communications Conference on Wednesday, May 13. Mr. Jedda is scheduled to appear at 11:15 AM.

Business Wire • May 8, 2026

These Companies Are Generating Record Free Cash Flow

Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments.

Zacks Investment Research • May 8, 2026

Roku, TCL accused of sabotaging smart TVs with bad software updates in new class action lawsuit

Terri Else filed the complaint in California federal court against Roku and TCL North America, accusing firms of rolling out faulty Roku OS updates

New York Post • May 6, 2026