Starting in Q1 2025, Roku updated its Key Performance Metrics to Platform revenue, Adjusted EBITDA, and Free Cash Flow. This signals a strategic pivot from pure user growth towards monetization efficiency and overall profitability.
Filing excerpt
Our business has also grown and evolved, and we are now primarily focused on growing Platform revenue and profitability. As a result, and as previously disclosed, starting in the first quarter of 2025, we have updated our Key Performance Metrics (“KPMs”) to better align with these priorities.
What this signalsFilings often name leadership changes, deals and spending plans.
sec-10kgovernanceChangeGet 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/e7c5a692-84c7-4af6-88d6-014106b189a0 returns this record as JSON. POST /v1/companies/enrich returns every signal for roku.com.
{
"signal_id": "e7c5a692-84c7-4af6-88d6-014106b189a0",
"signal_type": "sec-10k",
"signal_subtype": "governanceChange",
"detected_at": "2026-02-17T06:34:57.302+00:00",
"company": {
"name": "Roku",
"domain": "roku.com"
},
"data": {
"detail": "Starting in Q1 2025, Roku updated its Key Performance Metrics to Platform revenue, Adjusted EBITDA, and Free Cash Flow. This signals a strategic pivot from pure user growth towards monetization efficiency and overall profitability.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Shifting key performance metrics in 2025 to focus on Platform revenue and profitability.",
"excerpts": "Our business has also grown and evolved, and we are now primarily focused on growing Platform revenue and profitability. As a result, and as previously disclosed, starting in the first quarter of 2025, we have updated our Key Performance Metrics (“KPMs”) to better align with these priorities.",
"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": "Governance tools needed",
"signal_category": "esg"
}
}
curl https://signals.autobound.ai/v1/signals/e7c5a692-84c7-4af6-88d6-014106b189a0 \
-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.