Roku said it has changed how it reports its business, moving to three operating segments effective in the first quarter of 2026: advertising, subscriptions and devices. Until now, the company had grouped advertising and subscriptions together as a single platform segment.
The change affects previously reported financial information, which Roku has recast to match the new structure. The company said the revised presentation is reflected in its business description, management’s discussion and analysis, and financial statements and supplementary data in the 2025 annual report filing.
Roku said the update does not change any other items from the 2025 annual report. The filing is limited to the new segment reporting format and does not include other updates beyond that change. Following these announcements, the company's shares moved 0.57%, and are now trading at a price of $138.07. For the full picture, make sure to review ROKU, INC's 8-K report.
