Roku, Inc.

ROKUleader

Roku is the #1 TV streaming platform in the US by hours streamed, powering 89M+ active accounts through its own devices and licensed Roku TV OS. Its ad-supported model benefits from the structural shift of TV ad dollars to streaming.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.1B)

Static data (loading live financials…)

Platform (86%)

Devices (14%)

Segment Breakdown & Key Customers

Product Details

Platform Revenue (Advertising)86%

Revenue from selling ads across the Roku channel guide, Roku Channel, and video ads served to 89M+ active accounts. OneView DSP included.

Player Hardware14%

Roku streaming players and Roku TVs (licensed OS) sold at near cost to grow account base.

Supply Chain Relationships

Partners

Netflix, Inc.

Netflix streaming on Roku

Impact: major content partner/distributor

Competitors

Amazon.com (AWS)

Fire TV vs Roku OS

Impact: competing streaming platform

The Trade Desk, Inc.

CTV advertising

Impact: competing for CTV ad budgets

Macro & Market Context

커뮤니케이션 서비스Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Roku, Inc..

Company Info

Headquarters

San Jose, CA

Founded

2002

Employees

3,000

Website

roku.com

Sector Overview — 커뮤니케이션 서비스

Sector News