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Roku, Inc. (ROKU) M&A Call Transcript
SA Transcripts · 2026-06-16 · via All Articles on Seeking Alpha

Roku, Inc. (ROKU) M&A Call June 15, 2026 8:00 AM EDT

Company Participants

Gabrielle Brown - Executive VP & Chief Investor Relations Officer
Lachlan Murdoch - Executive Chairman & CEO
Anthony Wood - Founder, Chairman, President & CEO
Steven Tomsic - Chief Financial Officer
John Nallen - President & COO

Conference Call Participants

John Hodulik - UBS Investment Bank, Research Division
Michael Morris - Guggenheim Securities, LLC, Research Division
Robert Fishman - MoffettNathanson LLC
Michael Ng - Goldman Sachs Group, Inc., Research Division
Jessica Reif Cohen - BofA Securities, Research Division
David Karnovsky - JPMorgan Chase & Co, Research Division
Steven Cahall - Wells Fargo Securities, LLC, Research Division
Richard Greenfield - LightShed Partners, LLC
Kannan Venkateshwar - Barclays Bank PLC, Research Division
Peter Supino - Wolfe Research, LLC

Presentation

Operator

Ladies and gentlemen, thank you for standing by. Welcome to the FOX Corporation to acquire Roku Conference Call. [Operator Instructions]. As a reminder, this conference is being recorded.

I'll now turn the conference over to Chief Investor Relations Officer, Ms. Gabrielle Brown. Ms. Brown, please go ahead.

Gabrielle Brown
Executive VP & Chief Investor Relations Officer

Great. Thank you, Polly. Good morning, and thank you all for joining us to discuss FOX' agreement to acquire Roku. You can find more information about the transaction in a press release and investor presentation on FOX' Investor Relations website at investor.foxcorporation.com.

Joining me on the call today are Lachlan Murdoch, Executive Chair and Chief Executive Officer of FOX; Anthony Wood, Founder, Chairman and Chief Executive Officer of Roku; John Nallen, President and Chief Operating Officer of FOX; and Steve Tomsic, Chief Financial Officer of FOX. First, we will give prepared remarks on the transaction, and then we will take questions from the investment community.

Please note that this presentation may include certain non-GAAP financial measures including adjusted EBITDA or EBITDA, as we refer to