Results of Operations and Financial Condition. On August 6, 2026, Roku, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2026. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be treated as filed for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by refe…

Entry into a Material Definitive Agreement. Agreement and Plan of Merger On June 14, 2026, Roku, Inc., a Delaware corporation (the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”), by and among the Company, Fox Corporation, a Delaware corporation (“ Fox ” or “ Parent ”), Falcon Merger Sub 1, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“ Merger Sub 1 ”), and Falcon Merger Sub 2, LLC, a Delaware limited liability company and a wholl…

Results of Operations and Financial Condition. On April 30, 2026, Roku, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2026. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be treated as filed for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by ref…

Results of Operations and Financial Condition. On February 12, 2026, Roku, Inc. (the “Company”) announced its financial results for the quarter and year ended December 31, 2025. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration state…

Results of Operations and Financial Condition. On October 30, 2025, Roku, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2025. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporate…

Other Events. On July 31, 2025, the Company announced in its Shareholder Letter that its Board of Directors has approved a stock repurchase program with authorization to purchase up to $400 million of its Class A common stock through December 31, 2026. Repurchases under the stock repurchase program may be made at the Company’s discretion from time to time in open market transactions at prevailing market prices, including through trading plans that may be adopted in accordance with Rule 10b5-1…

Chief Financial Officer and Chief Operating Officer — Dan Jedda: Mr. Jedda's role was expanded to include Chief Operating Officer while retaining his position as Chief Financial Officer.

Results of Operations and Financial Condition. On July 31, 2025 , Roku, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2025. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by re…

Senior Vice President and General Counsel — Louise Pentland: Louise Pentland resigned to pursue another opportunity.

Results of Operations and Financial Condition. On May 1, 2025, Roku, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2025. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration statement or other docu…

Director — Ravi Ahuja: Resigned due to time commitment required by his role as President and CEO of Sony Pictures Entertainment.

Results of Operations and Financial Condition. On February 13, 2025, Roku, Inc. (the “Company”) announced its financial results for the quarter and year ended December 31, 2024. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration state…

Senior Vice President, Platform Products & User Experience — Gidon Katz: Mr. Katz will leave the Company effective April 15, 2025.

Results of Operations and Financial Condition. On October 30, 2024, Roku, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2024. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration statement or o…

The filing describes changes to the terms of Roku's Executive Supplemental Stock Option Program.

Entry into a Material Definitive Agreement. Credit Agreement On September 16, 2024, Roku, Inc. (“ Roku ”) entered into a credit agreement (the “ Credit Agreement ”), by and among Roku, as borrower, Purple Tag Enterprises, LLC, Purple Tag Originals, LLC, This Old House Productions, LLC and This Old House Ventures, LLC, as guarantors, the lenders and issuing banks party thereto, and Citibank N.A., as administrative agent. The Credit Agreement provides for a five-year revolving credit facility i…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. (a) Creation of a Direct Financial Obligation. The information set forth under

Results of Operations and Financial Condition. On August 1, 2024, Roku, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2024. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration statement or other do…

Annual meeting where stockholders approved proposals, including the election of directors.

Results of Operations and Financial Condition. On April 25, 2024, Roku, Inc. (the “Company”) announced its financial results for the quarter ended March 31, 2024. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration statement or other d…

Results of Operations and Financial Condition. On February 15, 2024, Roku, Inc. (the “Company”) announced its financial results for the quarter and year ended December 31, 2023. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration state…

Results of Operations and Financial Condition. On November 1, 2023, Roku, Inc. (the “Company”) announced its financial results for the quarter ended September 30, 2023. The Company’s Shareholder Letter, which is attached hereto as Exhibit 99.1, is incorporated herein by reference. The information in this report shall not be treated as “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference into any registration statement or o…

Regulation FD Disclosure. Excluding the restructuring and impairment charges discussed herein which will impact total gross profit and net income (loss), the Company now expects total net revenue in the range of $835 million to $875 million, and adjusted EBITDA in the range of negative $40 million to negative $20 million for the third quarter of fiscal 2023. The Company is unable to reconcile net loss to adjusted EBITDA, which is a non-GAAP measure, without unreasonable effort; such reconcili…

below. The Company expects that the majority of the restructuring charge will be incurred in the third quarter of fiscal 2023. The Company further anticipates that the implementation of the workforce reduction, including cash payments, will be substantially complete by the end of the fourth quarter of fiscal 2023. The workforce reduction is subject to legal requirements that vary by jurisdiction, which may extend this process beyond the fourth quarter of fiscal 2023 in certain cases. The char…

Costs Associated with Exit or Disposal Activities. In light of Roku, Inc.’s (the “Company”) continuing evaluation of its operations, on September 5, 2023, the Company determined to implement additional measures to continue to bring down its year-over-year operating expense growth rate by consolidating its office space utilization, performing a strategic review of its content portfolio, reducing outside services expenses, and slowing its year-over-year headcount expense growth rate through a w…