Roku shares rallied after the streaming platform posted a strong quarter and optimistic guidance, signaling improved operating momentum.

## Key results

CNBC reported the company exceeded analyst estimates (LSEG):

- **EPS:** **$0.53** vs **$0.28** expected

- **Revenue:** **$1.39B** vs **$1.35B** expected

Roku also swung to profitability year over year, with CNBC citing **$80.5M** in net income versus a prior-year loss.

## What’s driving the story

Management highlighted **premium subscriptions** — which let users subscribe to multiple streaming services via Roku — as a key growth engine. CNBC said Roku described the quarter as its “biggest quarter ever” for net adds to premium subscriptions.

Roku also expects to roll out **subscription bundles** this year.

## Guidance and market read-through

CNBC reported:

- Current-quarter revenue guidance of **$1.2B**, above StreetAccount consensus

- Full-year revenue guidance of **$5.5B**, also above consensus

For investors, upside guidance can matter as much as the headline beat because it affects expectations for ad demand, platform engagement, and Roku’s path to sustainable margins.

## What to watch

- Adoption and churn for premium subscriptions and new bundles

- Advertising demand and the impact of distribution/measurement partnerships

- Any updates on the company’s target to surpass **100M streaming households**

_Source: CNBC (link above). Topic: stock-markets._