Cloud infrastructure is a significant operational expense for Roku's core Platform business, which generates 87% of total revenue.
Filing excerpt
Cost of revenue, platform also includes other costs such as payment processing fees, allocated expenses associated with the delivery of our services that primarily include costs of third-party cloud services and salaries, benefits, and stock-based compensation for our platform operations personnel, and amortization of acquired developed technology.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
sec-10kcloudInvestmentGet every 10-K signal for Roku and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/8efa8f81-c9cd-486b-acd3-3dba2dfa0b30 returns this record as JSON. POST /v1/companies/enrich returns every signal for roku.com.
{
"signal_id": "8efa8f81-c9cd-486b-acd3-3dba2dfa0b30",
"signal_type": "sec-10k",
"signal_subtype": "cloudInvestment",
"detected_at": "2026-02-17T06:34:57.302+00:00",
"company": {
"name": "Roku",
"domain": "roku.com"
},
"data": {
"detail": "Cloud infrastructure is a significant operational expense for Roku's core Platform business, which generates 87% of total revenue. This large, recurring spend creates opportunities for cloud cost management solutions, FinOps platforms, or competitive cloud providers offering better pricing.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Roku identifies third-party cloud services as a primary cost driver for its Platform segment.",
"excerpts": "Cost of revenue, platform also includes other costs such as payment processing fees, allocated expenses associated with the delivery of our services that primarily include costs of third-party cloud services and salaries, benefits, and stock-based compensation for our platform operations personnel, and amortization of acquired developed technology.",
"relevance": 0.8,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1428439/000162828026008114/roku-20251231.htm",
"filing_date": "2026-02-13",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Target for cloud vendors",
"signal_category": "technology",
"technologies_mentioned": [
"cloud"
]
}
}
curl https://signals.autobound.ai/v1/signals/8efa8f81-c9cd-486b-acd3-3dba2dfa0b30 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"roku.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.