Business UpdateJun 18, 2026, 04:47 PM
Roku Updates Segment Reporting to Advertising, Subscriptions, Devices
AI Summary
Roku, Inc. is filing this Form 8-K to reflect changes in the presentation of its financial information, specifically a change in segment reporting. Effective in the first quarter of fiscal year 2026, the company now manages and reports its operating results through three reportable segments: Advertising, Subscriptions, and Devices. This update supersedes information in certain sections of the 2025 Form 10-K, with all prior period information recast to conform to the new segment presentation, enabling incorporation by reference in future SEC filings.
Key Highlights
- Roku updated its internal reporting and reportable segments effective Q1 2026.
- New reportable segments are Advertising, Subscriptions, and Devices.
- Previously, Advertising and Subscriptions were combined as the Platform segment.
- Prior period information, including the 2025 Form 10-K, has been recast retrospectively.
- This 8-K updates specific sections of the 2025 Form 10-K for the segment change.
- The update allows incorporation of recast financial statements in future SEC filings.
Price Impact
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