Q2 2025 Roku Inc Earnings Call Transcript

Jul 31, 2025 / 09:00PM GMT

Release Date Price: $94.16 (+2.35%)

Transcript 10-Q8-K

Operator

Good day, and thank you for standing by. Welcome to the Roku second-quarter 2025 earnings conference call. (Operator Instructions) Please be advised that today's conference is being recorded.

I would now like to hand the conference over to Conrad Grodd, Vice President of Investor Relations. Please go ahead.

Conrad Grodd

Roku Inc - Vice President, Investor Relations

Thank you, operator. Good afternoon. Welcome to Roku's second-quarter 2025 earnings call. Joining us on today's call are Anthony Wood, Roku's Founder and CEO; Dan Jedda, our CFO and COO; Charlie Collier, President Roku Media; and Mustafa Ozgen, President, Devices.

On this call, we'll make forward-looking statements, which are subject to risks and uncertainties. Please refer to our shareholder letter and periodic SEC filings for risk factors that could cause our actual results to differ materially from these forward-looking statements. We'll also present GAAP and non-GAAP financial measures. Reconciliations of non-GAAP measures to the most comparable GAAP financial measures are

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