Roku, Inc. (ROKU) Q1 2026 Earnings Call April 30, 2026 5:00 PM EDT
Company Participants
Conrad Grodd – Vice President of Investor Relations
Anthony Wood – Founder, Chairman, President & CEO
Dan Jedda – COO & CFO
Charlie Collier – President of Roku Media
Mustafa Ozgen – President of Devices, Product & Technology
Conference Call Participants
Brent Navon – BofA Securities, Research Division
Sean Diffley – Morgan Stanley, Research Division
Justin Patterson – KeyBanc Capital Markets Inc., Research Division
Vasily Karasyov – Cannonball Research, LLC
Michael Nathanson – MoffettNathanson LLC
Richard Greenfield – LightShed Partners, LLC
Peter Supino – Wolfe Research, LLC
John Hodulik – UBS Investment Bank, Research Division
Laura Martin – Needham & Company, LLC, Research Division
David Joyce – Seaport Research Partners
Presentation
Operator
Hello, and thank you for standing by. Welcome to Roku’s First Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to Conrad Grodd, Vice President, Investor Relations. You may begin.
Conrad Grodd
Vice President of Investor Relations
Good afternoon. Welcome to Roku’s First Quarter 2026 Earnings Call. Joining us on today’s call are Anthony Wood, Roku’s Founder and CEO; Dan Jedda, our CFO and COO; Charlie Collier, President, Roku Media; and Mustafa Ozgen, President, Devices.
On this call, we’ll make forward-looking statements, which are subject to risks and uncertainties. Please refer to our shareholder letter and periodic SEC filings for risk factors that could cause our actual results to differ materially from these forward-looking statements. We’ll also present GAAP and non-GAAP financial measures. Reconciliations of non-GAAP measures to the most comparable GAAP financial measures are provided in our shareholder letter. Unless otherwise stated, all comparisons will be against our results for the comparable 2025 period.
With that, Operator, our first question, please.
Question-and-Answer Session
