| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q1'26 | April 30, 2026 | 8/12 | 2 medium, 5 low flags | 4 | 0 | Call sheet → |
| Q4'25 | February 12, 2026 | 9/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Delivered | Continue expanding EBITDA margins in 2026 and beyond EBITDA margins nearly 12% vs ~6% prior year, margin expansion guidance maintained |
| Q1'26 | Exceeded | Surpass 100 million streaming households this year Hit 100M+ milestone ahead of schedule in Q1 |
| Q1'26 | Pending | Roll out new home screen design sometime this year Testing in 'fairly large number of homes' with rollout to everyone 'soon'-timeline still vague |
| Q1'26 | Delivered | Launch premium subscriptions in Mexico Confirmed Mexico launch with plans for more countries |
| Q1'26 | Pending | Take Howdy to additional platforms beyond Roku Still only mentioned as plan, no specific platform launches announced yet |
| Q1'26 | Delivered | Add more tier-one partners and roll out bundles in 2026 Added Apple TV+ in March and Peacock this week, fulfilling tier-one partner additions |
| Q1'26 | Pending | Path to over $1 billion in free cash flow by end of 2028 Reiterated this target with current run rate of $484M in 2025-on track but still 2+ years out |
| Q4'25 | Delivered | Ads Manager opening up SMB market with performance focus Charlie outlined path from hundreds to tens of thousands of advertisers |
| Q4'25 | Delivered | Continue growing streaming households both US and globally On track for 100M households milestone |
| Q4'25 | Exceeded | Premium subscriptions growth with more Tier 1 launches 'Biggest quarter ever for net adds' and promising more Tier 1 partners |
| Q4'25 | Delivered | Double-digit platform revenue growth while increasing profitability 18% growth with record EBITDA and free cash flow |
| Q4'25 | Delivered | Amazon DSP integration would be contributor but early to say Went live as promised, though still emphasizing early stage |
| Q4'25 | Pending | New home screen would roll out in 2026 Timeline now pushed to 'sometime this year' with no explanation for delay |
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