Roku Inc. released its second-quarter 2025 financial results, reporting total net revenue of $1.11 billion, a 14.8% increase year-over-year, which topped Wall Street's expectations. Platform revenue was a significant driver, increasing 18% year-over-year to $975 million.
The company achieved a GAAP profit of $10.5 million, or $0.07 per share, significantly exceeding analysts' consensus estimates for a loss. This marks a notable improvement in profitability, reflecting the company's focus on monetization and cost control.
For the third quarter of 2025, Roku expects revenue to be around $1.2 billion, which is 2.7% above analysts' estimates. The company's expanding user base and advertising sales were cited as key contributors to the strong performance.
The robust Q2 results, particularly the unexpected GAAP profit and strong platform revenue growth, demonstrate the effectiveness of Roku's strategic shift towards monetization. This performance reinforces confidence in the company's ability to generate sustainable profitability in the evolving streaming market.
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