Headquartered in San Jose, CA Fiscal year ends December NASDAQ: ROKU roku.com
Roku, Inc. operates a TV streaming platform. It says it is the #1 TV streaming platform in the U.S., Canada and Mexico by hours streamed, and more than 100 million households worldwide use Roku.
The company reports two segments:
- **Platform:** generates the majority of revenue and gross profit. It comprises Advertising (video ads, Home Screen placements, programmatic inventory sold through integrations with every major DSP and SSP, and media and entertainment promotions) and Subscriptions (Roku-billed subscriptions, including Premium Subscriptions and bundles for third-party services such as Peacock, Paramount+, FOX One and Apple TV).
- **Devices:** sells Roku streaming players and Roku-made TVs, including new Pro Series OLED models. It operates at a negative gross margin amid elevated memory costs.
Roku licenses its Roku TV operating system to TV brands such as TCL and Hisense, which sell Roku TV models in more than 15 countries. The OS's low memory requirements are positioned as a cost advantage for these partners.
Roku owns and operates:
- The Roku Channel, an ad-supported and premium entertainment service that was the #2 app on its platform.
- Howdy, a low-cost subscription service.
- Frndly TV, a live TV streaming service.
Its Roku Experience includes an AI-powered Home Screen, recommendations, Search, a Sports Experience with NFL Zones, and Live TV features. Roku is subject to a pending acquisition by Fox Corporation announced June 15, 2026. Updated
Advertising gross margin expanded roughly 470 basis points, powering EPS that came in at more than double consensus, beating expectations. With the Fox acquisition pending, there was no earnings call and no new guidance, so this filing is all investors get.
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Roku, Inc. operates a TV streaming platform. It says it is the #1 TV streaming platform in the U.S., Canada and Mexico by hours streamed, and more than 100 million households worldwide use Roku.
24/7 Wall St.'s 12-month price target for ROKU is $180.85, rated Buy. The Wall Street consensus target is $162.45. ROKU price prediction →
