Roku (ROKU) Operating Leases (2019 - 2026)
Roku (ROKU) reported Operating Leases of $317.97 million for Q3 2026, down 30.5% from $457.41 million a year earlier and down 17.7% from the prior quarter.
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Analysis
Roku (ROKU) Operating Leases (2019 - 2026) Analysis & Trends
At the end of FY2025, Roku posted Operating Leases of $435.9 million, down 15.0% from FY2024.
- Operating Leases has a five-year compound annual growth rate of 7.2% (FY2020 to FY2025).
- By year, Operating Leases came in at $512.71 million in FY2024 (-12.5%), $586.17 million in FY2023 (+0.3%), $584.65 million in FY2022 (+48.1%) and $394.72 million in FY2021 (+28.2%).
- The Q3 2026 figure ranks as the lowest quarterly Operating Leases since Q1 2021.
- Year over year, Operating Leases has now declined in each of the last 11 quarters, with an average decline of 16.9% over the last eight quarters.
- The high point for year-over-year Operating Leases in five years was Q2 2022 (growth of 74.5%); the low point was Q3 2026 (a decline of 30.5%).
- Per Business Quant data, the three quarters before Q3 2026 came in at $386.41 million (Q2 2026), $412.71 million (Q1 2026) and $435.9 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Palo Alto Networks | 235.00 Bn | 220.07 Bn | 2.30 Bn |
| 2 | CrowdStrike Holdings | 221.18 Bn | 201.58 Bn | 1.10 Bn |
| 3 | Snowflake | 96.49 Bn | 83.81 Bn | 1.04 Bn |
| 4 | Fortinet | 87.26 Bn | 71.51 Bn | 1.64 Bn |
| 5 | Datadog | 64.27 Bn | 44.82 Bn | 959.92 Mn |
| 6 | Zscaler | 31.67 Bn | 17.82 Bn | 689.22 Mn |
| 7 | Okta | 29.42 Bn | 19.51 Bn | 641.00 Mn |
| 8 | Axon Enterprise | 25.30 Bn | 19.82 Bn | 546.45 Mn |
| 9 | MongoDB | 25.20 Bn | 15.67 Bn | 569.77 Mn |
| 10 | Roku | 23.89 Bn | 13.92 Bn | 648.52 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 317.97 Mn |
| Jun 30, 2026 | 386.41 Mn |
| Mar 31, 2026 | 412.71 Mn |
| Dec 31, 2025 | 435.90 Mn |
| Sep 30, 2025 | 457.41 Mn |
| Jun 30, 2025 | 481.78 Mn |
| Mar 31, 2025 | 496.08 Mn |
| Dec 31, 2024 | 512.71 Mn |
| Sep 30, 2024 | 535.38 Mn |
| Jun 30, 2024 | 553.38 Mn |
| Mar 31, 2024 | 568.63 Mn |
| Dec 31, 2023 | 586.17 Mn |
| Sep 30, 2023 | 600.05 Mn |
| Jun 30, 2023 | 589.48 Mn |
| Mar 31, 2023 | 585.65 Mn |
| Dec 31, 2022 | 584.65 Mn |
| Sep 30, 2022 | 568.19 Mn |
| Jun 30, 2022 | 587.98 Mn |
| Mar 31, 2022 | 444.12 Mn |
| Dec 31, 2021 | 394.72 Mn |
API Access
Roku Operating Leases API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=operating-leases&ticker=ROKU&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-leases", "ticker": "ROKU", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=operating-leases&ticker=ROKU&period=max&api_key=YOUR_API_KEY");
const data = await res.json();