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Fox Corporation filed an amendment providing detailed historical financials for Roku and unaudited pro forma condensed combined results reflecting Fox’s planned acquisition of Roku. Roku shareholders are expected to receive $96.00 in cash plus 0.9693 shares of Fox Class A stock for each Roku share, implying total preliminary consideration of $23.2 billion, including $14.6 billion in cash and Fox issuing about 147.6 million new Class A shares. Fox plans to fund the cash portion primarily with new senior unsecured debt and a $1 billion term loan, supported by a $11 billion bridge facility that is not expected to be drawn. The preliminary purchase price allocation assigns $8.5 billion to acquired intangibles and $13.1 billion to goodwill. Pro forma for the year ended June 30 2026, combined net income attributable to Fox stockholders is $618 million, with basic EPS of $1.07 on 578.9 million shares.
Roku, Inc. reported that Gilbert Fuchsberg, President, Subscriptions, sold 10,719 shares of Class A Common Stock at $150.00 per share on August 6, 2026. The sale occurred in an open-market or private transaction under a Rule 10b5-1 trading plan, leaving 40,380 shares held directly.
Roku, Inc. reported sharply improved results for the quarter ended June 30, 2026. Total net revenue was $1.35 billion, up from $1.11 billion a year earlier, driven by platform revenue of $1.22 billion. Net income rose to $164.2 million from $10.5 million, and total gross profit increased to $673.7 million. Devices revenue was $133.7 million with positive gross profit of $26.9 million.
The new segment structure highlights Advertising and Subscriptions, which together generated platform gross profit of $646.8 million for the quarter. Key performance metrics also strengthened: Streaming Hours reached 37.9 billion, Adjusted EBITDA was $254.3 million, and trailing‑12‑month Free Cash Flow was $704.1 million.
Liquidity remained strong with $2.00 billion of cash and cash equivalents and $555.4 million of short‑term investments as of June 30, 2026, plus an undrawn $300 million credit facility. Roku repurchased 1.55 million Class A shares for $162.7 million before suspending its buyback after signing a cash‑and‑stock merger agreement with Fox Corporation, under which each Roku share is to receive $96.00 in cash and 0.9693 Fox Class A share, subject to closing conditions and currently anticipated to close in the first half of 2027.
Roku, Inc. reported very strong Q2 2026 results, with total net revenue of $1.35 billion, up 22% year over year. Higher-margin Platform revenue grew 25% to $1.22 billion, driven by both Advertising and Subscriptions, while Devices revenue slipped 1% to $133.7 million. Total gross profit rose 35% to $673.7 million, lifting gross margin to 49.7%. Operating income reached $146.2 million versus a loss a year earlier, and net income increased to $164.2 million, or $1.08 diluted EPS. Adjusted EBITDA was $254.3 million, with an 18.8% margin.
Trailing twelve‑month free cash flow climbed to $704.1 million, up 80% year over year, supported by $719.0 million of cash flow from operations and cash and equivalents of $2.00 billion. Devices gross margin of 20.1% benefited from an IEEPA tariff refund; without it, Q2 Devices gross margin would have been (7.6)%, Q2 net income $127 million, and Q2 free cash flow $242 million. Roku highlighted growth in ad-supported and subscription activity, ongoing product and TV OEM expansion, and a pending acquisition by Fox Corporation, after which it will not host an earnings call or provide financial outlook.
ROKU insider Gilbert Fuchsberg filed to potentially sell common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists 10,719 common shares with an indicated aggregate value of $1,607,850.00 and references NASDAQ. It also notes that during the past three months, 4,376 common shares were sold for $556,889.76. The shares are described as Restricted Stock acquired from the issuer on 06/01/2019.
Roku, Inc. President, Roku Media, Charles Collier exercised employee stock options covering 20,538 shares of Class A Common Stock at an exercise price of $49.5900 per share, then sold 20,538 shares on August 4, 2026 at weighted average prices of $145.8500, $146.3800, $145.8800 and $146.3900 per share pursuant to a Rule 10b5-1 trading plan.
Roku, Inc. officer Matthew C. Banks, VP and CAO, reported selling 552 shares of Class A Common Stock on August 3, 2026 at $146.25 per share. The transaction is described as a sale in an open-market or private transaction under a Rule 10b5-1 trading plan, leaving him with 6,619 directly held shares.
Roku, Inc. director Neil D. Hunt reported several equity transactions on 2026-08-03. He exercised an employee stock option to acquire 4,000 shares of Class B Common Stock at an exercise price of $8.82 per share, leaving 43,333 options outstanding and fully vested. He then converted 2,000 Class B shares into 2,000 Class A shares and sold 2,000 Class A shares in the open market at weighted average prices of $146.21 and $146.98 per share under a Rule 10b5-1 trading plan.
Roku, Inc. insider Charles Collier filed a notice of proposed sale of common stock. The filing lists 20,538 shares of common stock held at Morgan Stanley Smith Barney LLC Executive Financial Services and tied to a stock option exercise dated 08/04/2026, with sales to be made for cash on NASDAQ.
The filing also lists common stock sales during the past three months by Charles Collier: 7,067 shares on 06/02/2026, 20,537 shares on 06/04/2026, and 20,538 shares on 07/06/2026, each with corresponding dollar amounts reported as sale proceeds.
Roku (ROKU) insider Neil Hunt filed to sell 2,000 shares of common stock through Merrill Lynch on or after August 3, 2026 on Nasdaq, with an indicated aggregate market value of $292,505.07. The shares relate to a stock option exercise paid in cash.
Hunt also reported prior sales of 2,000 shares for $281,306.99 on July 1, 2026 and 2,000 shares for $258,192.95 on June 1, 2026.