Roku Inc
roku.comWhat Do They Do?
Runs a TV streaming platform for viewers, content partners, and advertisers, and sells streaming devices and related products to consumers.
10-K for FY2025, filed Feb 13, 2026Our mission is to be the global TV streaming platform that connects and benefits the entire TV ecosystem of viewers, content partners, and…View ↗
We make TV streaming accessible to consumers through a broad lineup of devices, at a variety of competitive price points. Our devices…View ↗
We generate Platform revenue from the sale of digital advertising (including direct and programmatic video advertising, ads integrated into…View ↗
Who Are Their Customers?
Viewers buy Roku devices online and at national retailers. Advertisers buy ads directly, through preferred ad-buying platforms, or on Roku’s self-service platform; content partners publish apps and use Roku to distribute, bill, and promote streaming services.
10-K for FY2025, filed Feb 13, 2026Roku streaming devices are broadly distributed online and at popular national retailers. Through our streaming devices and the Roku…View ↗
We make it easy for content partners to distribute and monetize their streaming content through three primary business models: SVOD, which…View ↗
Content partners also have access to our media and entertainment tools to help them attract, engage, and retain viewers by investing in…View ↗
Just as ads evolved decades ago when TV replaced radio as the primary entertainment medium, ads on TV streaming offer new and more…View ↗
10-K for FY2025, filed Feb 13, 2026
Customer J accounted for 11% and 10% of total net revenue for the years ended December 31, 2025 and 2024, respectively. Customer I…View ↗
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 6, 2026
$164.2MView ↗
- ▲ +1464%
- vs $10.5M in Q2 FY2025
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Sep 8, 2026
DOJ requested more information on the FOX-Roku merger
The request extends the waiting period; Roku expects the deal to close by the first half of calendar year 2027, subject to approvals.
Sources
8-K, filed Sep 9, 2026
Roku expects the Mergers to be consummated by the first half of calendar year 2027, subject to the expiration or termination of the waiting…View ↗
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Jun 15, 2026
Fox agreed to acquire Roku in a cash-and-stock merger
Each Roku share is to be exchanged for cash and FOX Class A shares if the merger closes.
Sources
8-K, filed Jun 15, 2026
On June 14, 2026, Roku, Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger…View ↗
Owned subscription apps
The older report described The Roku Channel and partner subscriptions; the latest report also describes Howdy and Frndly TV as owned subscription services, expanding Roku’s directly operated streaming-app business.
10-K for FY2022, filed Feb 16, 2023 10-K for FY2025, filed Feb 13, 2026In 2025, we expanded our portfolio of owned and operated streaming apps beyond The Roku Channel to Howdy, an ad-free SVOD service, and…View ↗
In May 2025, we acquired Frndly TV, Inc. (“Frndly TV”), a subscription streaming service that offers more than 50 live TV channels…View ↗
In August 2025, we launched Howdy in the United States, our owned-and-operated SVOD service, offering high-quality movies and TV series ad…View ↗
Roku-made televisions
The older report described Roku-made TVs as a planned launch; the latest report says Roku designs, makes, and sells them alongside licensed Roku TV models.
10-K for FY2022, filed Feb 16, 2023 10-K for FY2025, filed Feb 13, 2026The Roku OS powers our Roku streaming devices. Roku streaming devices include Roku streaming players, Roku Streambars, and TVs powered by…View ↗
In 2023, we launched Roku-made TVs, which are designed, made, and sold by us. This award-winning lineup includes the Roku Select and Roku…View ↗
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