Roku (ROKU Quick QuoteROKU - Free Report) reported $1.21 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 14%. EPS of $0.16 for the same period compares to -$0.06 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +0.45%. The company delivered an EPS surprise of +128.57%, with the consensus EPS estimate being $0.07.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Roku performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Streaming Hours: 36.5 billion compared to the 37.03 billion average estimate based on four analysts.
• Net Revenue- Platform: $1.06 billion compared to the $1.05 billion average estimate based on nine analysts. The reported number represents a change of +17.2% year over year.
• Net Revenue- Devices: $145.99 million versus the nine-analyst average estimate of $149.52 million. The reported number represents a year-over-year change of -5.2%.
• Gross Profit- Platform: $547.78 million versus the nine-analyst average estimate of $539.97 million.
• Gross Profit- Devices: $-22.88 million versus the nine-analyst average estimate of $-20.6 million.

View all Key Company Metrics for Roku here>>>

Shares of Roku have returned -4.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.