Roku turned in its first full-year profit for 2025 and beat Wall Street expectations for the fourth quarter — powered by record premium streaming subscription additions and continued growth in streaming hours. The company also issued a bullish forecast for continued growth in 2026.

The streaming platform company reported Q4 revenue of $1.395 billion, up 16% year over year. Net income of $80.5 million (compared with a net loss of $35.5 million in the year-ago period), translating to earnings per diluted share of 53 cents. That handily beat consensus analyst estimates of $1.35 billion revenue and earnings per share of 29 cents, according to Lseg Data & Analytics.

In Q4, Roku…