Geopolitics Alpha

8-K - ROKU, INC (0001428439) (Filer)

Published . Updated .

Key takeaways

  • 8-K - ROKU filed an 8-K with the SEC on Nov 2 (a notice of a material company event).
  • Exposed: ROKU, XLC, CMCSA, CHTR, LBTYA
  • Market reaction: ROKU +2.5% on the day (still updating); XLC +0.5% on the day (still updating); ADEA −17.0% on the day (still updating)

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHA8-K - ROKU, INC (0001428439)(Filer)ROKUGEOPOLITICS ALPHA

8-K - ROKU filed an 8-K with the SEC on Nov 2 (a notice of a material company event).

Directly affected

  • ROKU Roku+0.8% 30d

    Named in this report.

Indirectly affected

  • XLC Communication Services Select Sector SPDR-2.1% 15d

    Communication Services Select Sector SPDR holds the communications sector that Roku belongs to, so it often moves with news about it.

  • CMCSA Comcast-10.9% 13d

    Comcast is a peer of Roku in cable and other pay television services; rivals often move on the same news.

  • CHTR Charter Communications-9.8% 30d

    Charter Communications is a peer of Roku in cable and other pay television services; rivals often move on the same news.

  • LBTYA Liberty Global-25.4% 19d

    Liberty Global is a peer of Roku in cable and other pay television services; rivals often move on the same news.

  • ADEA Adeia-17.1% 18d

    Adeia is a peer of Roku in cable and other pay television services; rivals often move on the same news.

  • RCI Rogers Communications

    Rogers Communications is a peer of Roku in cable and other pay television services; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ROKU+0.71%+0.51%base+2.52%after closeafter closeafter close
XLC+3.27%+0.92%base+0.51%after closeafter closeafter close
CMCSA-8.51%-6.64%base-0.40%after closeafter closeafter close
CHTR-9.18%-5.67%base-0.96%after closeafter closeafter close
LBTYA-3.81%-5.28%base+3.32%after closeafter closeafter close
ADEA+9.88%+8.79%base-17.03%after closeafter closeafter close
RCI-5.19%-6.12%base-0.46%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-02 AccNo: 0001628280-26-068877 Size: 2 MB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Roku (ROKU)

CompanyWhenAverageLargest gainLargest dropPrices
Select Sector Spdr Tr (XLC)the next day-0.84%+0.81%-3.17%16
Select Sector Spdr Tr (XLC)three days later-3.67%-2.38%-4.09%10
Comcast (CMCSA)the next day-2.01%+1.83%-3.83%4
Comcast (CMCSA)three days later+0.52%+5.30%-1.87%3

The price since 2 Nov 2026: Roku (ROKU) versus the S&P 500

CompanyWhenMoveStatus
Adeia (ADEA)that day-17.03%still updating
Adeia (ADEA)three days earlier+8.79%final price
Adeia (ADEA)five days earlier+9.88%final price
Charter Communications (CHTR)that day-0.96%still updating
Charter Communications (CHTR)three days earlier-5.67%final price
Charter Communications (CHTR)five days earlier-9.18%final price
Comcast (CMCSA)that day-0.40%still updating
Comcast (CMCSA)three days earlier-6.64%final price
Comcast (CMCSA)five days earlier-8.51%final price
Liberty Global (LBTYA)that day+3.32%still updating
Liberty Global (LBTYA)three days earlier-5.28%final price
Liberty Global (LBTYA)five days earlier-3.81%final price
Rogers Communications (RCI)that day-0.46%still updating
Rogers Communications (RCI)three days earlier-6.12%final price
Rogers Communications (RCI)five days earlier-5.19%final price
Roku (ROKU)that day+2.52%still updating
Roku (ROKU)three days earlier+0.51%final price
Roku (ROKU)five days earlier+0.71%final price
Select Sector Spdr Tr (XLC)that day+0.51%still updating
Select Sector Spdr Tr (XLC)three days earlier+0.92%final price
Select Sector Spdr Tr (XLC)five days earlier+3.27%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Roku (ROKU)

Companies tied to this story

  • ROKU Roku

    In “8-K - ROKU, INC (0001428439) (Filer),” Roku (ROKU) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> ROKU

  • XLC Select Sector Spdr Tr

    Select Sector Spdr Tr (XLC) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ROKU, INC (0001428439) (Filer).” Reason on file: Communication Services Select Sector SPDR holds the communications sector that Roku belongs to, so it often moves with news about it

  • CMCSA Comcast

    Comcast (CMCSA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ROKU, INC (0001428439) (Filer).” Reason on file: Comcast is a peer of Roku in cable and other pay television services; rivals often move on the same news

  • CHTR Charter Communications

    Charter Communications (CHTR) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ROKU, INC (0001428439) (Filer).” Reason on file: Charter Communications is a peer of Roku in cable and other pay television services; rivals often move on the same news

  • LBTYA Liberty Global

    For “8-K - ROKU, INC (0001428439) (Filer),” Liberty Global (LBTYA) is linked, with no stored direction, medium confidence. Reason on file: Liberty Global is a peer of Roku in cable and other pay television services; rivals often move on the same news

  • ADEA Adeia

    Adeia (ADEA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ROKU, INC (0001428439) (Filer).” Reason on file: Adeia is a peer of Roku in cable and other pay television services; rivals often move on the same news

  • RCI Rogers Communications

    In “8-K - ROKU, INC (0001428439) (Filer),” Rogers Communications (RCI) is linked, with no stored direction, medium confidence. Reason on file: Rogers Communications is a peer of Roku in cable and other pay television services; rivals often move on the same news

How “8-K - ROKU, INC (0001428439) (Filer)” reaches Roku (ROKU)

Roku (ROKU) is the company in “8-K - ROKU, INC (0001428439) (Filer),” the 2 Nov 2026 this story story.

For Roku (ROKU), the reason on file says SEC 8-K filing -> direct issuer disclosure -> ROKU

A second company, Select Sector Spdr Tr (XLC), is listed for a different reason: Communication Services Select Sector SPDR holds the communications sector that Roku belongs to, so it often moves with news about it

Price levels for Roku (ROKU)

CMCSA traded between 20.48 and 23.07 across 9 sessions. The latest close on file is 21.76. ROKU traded between 151.25 and 160.22 across 20 sessions. The latest close on file is 155.51. XLC traded between 109.66 and 115.60 across 11 sessions. The latest close on file is 111.62.

What the saved facts support for Roku (ROKU)

46 out of 100Price not final

“8-K - ROKU, INC (0001428439) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.