ROKU compared with CMCSA: revenue, margins and what each company keeps, and the suppliers and customers both name

ROKURoku, Inc

Mkt capRevenueRevenue

CMCSAComcast Corp

Mkt capRevenueRevenue

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ROKURoku, Inc

CMCSAComcast Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

ROKU

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±2.8%▲+2.03%×0.71

Q1 FY26—▲+6.02%—

Feb 13 '26—▲+8.60%—

Q3 FY25—▲+6.10%—

CMCSA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±6.3%▲+3.44%×0.54

Q2 FY26±5.2%▼−6.80%×1.31

= impliedROKU realized, solidCMCSA realized, hatchedOne scale, both sides: full bar = 9%× = |realized| ÷ impliedSource: market data

Q1 FY26

±4.9%

▲+7.73%

×1.57

Jan 29 '26±4.9%▲+2.92%×0.59

ROKURoku, Inc

155.20▼−0.72%· post 155.07

Mkt cap$23.0BRevenue$1.4BQ2 FY26Revenue$4.7BFY25

CMCSAComcast Corp

23.24▲+4.36%· post 23.20

ClosedOct 30 '26

Mkt cap$82.5BRevenue$29.3BQ3 FY26Revenue$124BFY25

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ClosedOct 30 '26

ROKURoku, Inc

CMCSAComcast Corp

155.20▼−0.72%post 155.07

Price

23.24▲+4.36%post 23.20

$23.0B

Mkt cap

$82.5B

Q2 FY26$1.4B

Revenue

$29.3BQ3 FY26

FY25$4.7B

Revenue

$124BFY25

ROKU155.20▼−0.72%vsCMCSA23.24▲+4.36%ClosedOct 30 '26