Stocks / Entertainment & Gaming
ROKUEntertainment & Gaming
Roku, Inc.
$157.451d +1.9%5d +1.2%settled close · 2026-09-14
Mkt cap $14B (8/12)β 0.8952w $106–159Shares 130.7M (A)Ind. Cable & Other Pay Television ServicesNasdaq since 2017Emp. 3,600HQ San Jose, CAroku.com
The tape, with the calls on it
Who said what, and what ROKU did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ROKU
2 longlatest 2026-07-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-11 | Michael WolffMedia journalist and author | Bullish | Bloomberg Television | Roku's 100M US homes, 28% connected-TV OS share, and owned channel create a full-stack advertising flywheel —… |
| 2025-12-16 | Morgan Stanley | Bullish | Mohamed El-Erian | Accelerating revenue growth in H2 2025, expanding user base, and deepening streaming partnerships position… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 28 Oct 2026 after the close
Confirmed date · consensus EPS 0.53. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ROKU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-27 | ||||||
| 2026-08-20 | ||||||
| 2026-08-18 | ||||||
| 2026-08-11 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-07-21 | ||||||
| 2026-06-15 | ||||||
| 2026-06-12 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ROKU is in this morning’s Brief.
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