Downloads Climbed to 863.3K, Up 5.7% YoY
For the Week of May 4, downloads reached an estimated 863.3K, rising 2.6% WoW, down 7.1% QoQ, and up 5.7% YoY.
That mix suggests weekly acquisition improved, but the Q1 2026 slowdown warrants an engagement check to gauge whether softer top-of-funnel momentum is being offset by usage resilience.
Estimated weekly sessions reached 612.5M for Week of May 4, rising 0.4% WoW, slightly down QoQ, and 15.9% YoY.
For investors, this divergence may indicate slower monetization expansion from new users, while stable-to-strong engagement still supports near-term revenue resilience.
Engagement breadth and depth improved together
For the week of May 4, Roku’s estimated DAU reached 15.8M, up 0.4% WoW and 15.8% YoY, while estimated MAU rose to 120.1M and average time spent per DAU hit 42.1 minutes, a mix that suggests user growth is being matched by deeper engagement.
In Q1 2026, average sessions per DAU reached 6.4, and the concurrent gains across DAU, MAU, and intensity metrics indicate healthy platform expansion with stronger monetization potential if sustained into subsequent quarters.
Retention Quality Remains Relatively Healthy
Roku’s user churn held at an estimated 30.1% in Q1 2026, with QoQ growth of -3.2% and YoY growth of 2.3%, a low attrition level that may indicate relatively healthy retention despite some annual deterioration.
For investors, sub-40% churn typically correlates with better recurring revenue predictability and more efficient CAC payback, while this manageable leakage rate suggests steadier revenue retention if sustained.
Mixed Acquisition, Healthy Engagement and Retention
Roku’s mobile metrics show a mixed but constructive profile heading into Q2 2026, as healthy engagement suggests solid momentum even with softer acquisition trends and approximately 30.1% churn pointing to manageable retention pressure.
Apptopia’s MPI for ROKU is a useful way to measure this momentum alongside the balance between top-of-funnel softness and strengthening platform engagement.
Investors should use Apptopia’s data to track whether growing engagement and retention stability continue to offset moderating acquisition into the next earnings window.
