Roku supplements its joint proxy statement with Fox Corporation to address stockholder demand letters regarding disclosure accuracy. The filing updates Qatalyst Partners' discounted cash flow analysis, citing Roku's June 2026 projected cash of approximately $2.43 billion and a combined net debt position of negative $630 million. It also caps transaction bonuses at $13 million in aggregate to prevent disruption during the pending merger. Roku operates in the streaming platform industry.
