Roku stock surges on earnings beat, record quarter for premium subscriptions

February 13, 2026

TL;DR

Roku's stock jumped 8% following strong Q4 earnings and positive future guidance.
The company surpassed analyst expectations for both earnings per share (53 cents vs. 28 cents) and revenue ($1.39 billion vs. $1.35 billion).
Fourth quarter was the biggest ever for net adds to Roku's premium subscription service, which allows users to subscribe to multiple streaming services with a single login.
Roku expects to roll out premium subscription bundles this year and is on track to surpass 100 million streaming households.
The company reported net income of $80.5 million, a significant improvement from a loss in the prior year.
Rosenblatt Securities upgraded Roku's stock to 'buy' from 'neutral', citing strong results and growth potential.
Analysts highlighted Roku's dominant position in the U.S. streaming market and improved monetization capabilities through partnerships and new ad tools.

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