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Roku, Inc. (NASDAQ:ROKU ) Q2 2025 Earnings Call July 31, 2025 5:00 PM ET Company Participants Anthony J. Wood - Founder, Chairman, President & CEO Charlie Collier - President of Roku Media Conrad Grodd - Vice President of Investor Relations Dan Jedda - Chief Financial Officer Conference Call Participants Barton Evans Crockett - Rosenblatt Securities Inc., Research Division David Carl Joyce - Seaport Research Partners Jason Stuart Helfstein - Oppenheimer & Co. Inc., Research Division Laura Anne Martin - Needham & Company, LLC, Research Division Matthew Dorrian Condon - Citizens JMP Securities, LLC, Research Division Michael C.
The market has decided to sell first and ask questions later, as observed in Roku, Inc. stock's steep double-digit selloff after the poorly received FQ2 '25 earnings call. Part of the headwinds are naturally attributed to the deteriorating platform gross margins, as the tariff/ macro headwinds trigger changes in advertisers' media buying patterns. For now, we welcome the meltdown, since it brings ROKU closer to our fair value estimates while offering interested investors with richer capital appreciation prospects.
Roku Inc ROKU shares are down in early trading on Friday, despite the company reporting upbeat second-quarter results.
There were a lot of good things in Roku's (ROKU -13.16%) financial update on Thursday afternoon. The company that ushered in the era of streaming video through your TV topped its earlier revenue guidance.
Live Updates Live Coverage Has Ended 80% of Major AI Companies are Cloudflare Customers 5:52 pm That’s something CEO Matthew Prince just noted on today’s conference call. First Analyst Quote... 5:26 pm “Congratulations on a really solid quarter. Definitely it looks like the engine is back to running full speed here.” The key theme around Cloudflare’s earnings is whether Wall Street believes a significant reacceleration is happening. Quotes like this are extremely bullish. More from CEO Matthew Prince 5:18 pm “Our dollar-based net retention was 114% in up 3% quarter-over-quarter. Our gross margin was 76.3%, in line with our long-term target range of 75% to 77%. We delivered an operating profit of $72.3 million, representing an operating margin of 14.1% and we generated strong free cash flow of $33.3 million during the quarter, again exceeding expectations. Cloudflare keeps innovating faster than ever and customers are voting with their wallets, you ca
Here's our initial take on Roku's financial report.
ROKU, PHAR, ASC, META and ARI have been added to the Zacks Rank #1 (Strong Buy) List on August 1, 2025.
Roku's strong Q2 beat and raised guidance reinforce my bullish thesis, despite a modest post-earnings dip amid broader market caution. Roku benefits from secular streaming growth, leading OS market share, and increasing ad revenue as its platform matures and innovates. Device refreshes and gross margin improvements, plus robust free cash flow, strengthen Roku's long-term fundamentals and cash position.
The headline numbers for Roku (ROKU) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.