$ROKU

Fuchsberg Gilbert (President, Subscriptions) sold 4,824 shares of ROKU, INC (ROKU) at $155.64 ($0.75M total) on 2026-09-02 under a Rule 10b5-1 trading plan.

Collier Charles (President, Roku Media) sold 7,067 shares of ROKU, INC (ROKU) at an average of $156.86 ($155.80–$157.92, $1.11M total) across 9 trades on 2026-09-02 under a Rule 10b5-1 trading plan.

Ozgen Mustafa (Pres, Devices, Prod, and Tech) sold 3,410 shares of ROKU, INC (ROKU) at $155.64 ($0.53M total) on 2026-09-02 under a Rule 10b5-1 trading plan.

Interactive Brokers (IBKR), SanDisk (SNDK), and Roku (ROKU) have received bullish earnings estimate revisions, each holding a Zacks Rank #1 (Strong Buy). IBKR reported Q2 adjusted earnings of $0.69 per share, up 35% YoY, with net revenues climbing 28%. SNDK saw a 51% sequential revenue increase to $8.97 billion, driven by AI demand and NAND pricing.

Roku and Sharp have launched their first Mini-LED TV range in the UK, available in 50- and 55-inch sizes. The TVs feature local dimming for better contrast, support for Dolby Vision, HDR10, and HLG, and run the Roku TV operating system. Roku's UK director highlighted the partnership's focus on combining great hardware with an easy streaming experience.

Amazon raised prices for all Fire TV Stick models, citing increased component costs. The Fire TV Stick 4K Max now costs $84.99, up from $59.99. This follows similar price hikes by Roku and Apple. Amazon's move aligns with industry trends, as hardware revenue declines while platform businesses grow. The price increases may impact consumer behavior and purchasing decisions.

Roku launched its first OLED TVs: the Roku Pro Series OLED TV ($1,000) and the Roku Pro Series LX OLED TV ($1,300). The TVs feature OLED technology, vibrant colors, and deep blacks. The LX model offers a brighter picture, wider color range, and 144Hz refresh rate. Both TVs are available exclusively through Amazon, with the LX model launching in October.

Sony launched Live TV on PS5, a free, ad-supported streaming service with over 100 channels and on-demand content. The service is currently available in the US and will expand to other regions. Sony aims to compete with services like The Roku Channel and Pluto TV. Content includes movies, TV shows, anime, sports, news, and creator-led programming.

Amazon, Roku, and YouTube are bundling third-party streaming services to retain subscribers. Roku's Channels business saw 19% YoY growth in Q2. YouTube will offer Peacock content to Premium subscribers from 2027. Netflix is exploring bundling options, including Peacock and Fox One. Industry focus is shifting from subscriber acquisition to retention. Disney remains an exception, selling subscriptions directly.

Netflix (NFLX) is reportedly considering adding rival streamers like Peacock (CMCSA) and Fox One (FOXA) to its platform to compete with YouTube (GOOGL) and Roku (ROKU). Wolfe Research raised its price target to $95. NFLX shares rose 3%, aiming for a sixth week of gains. The company posted Q2 EPS of $0.80 on revenue of $12.56B, beating EPS estimates but missing on revenue.