Consumer Technology
Roku
Roku is the leading connected-TV streaming platform in the US, having shifted from device sales toward a platform business monetized through advertising and subscriptions. Q1 2026 total net revenue reached $1.25 billion, up 22% year-over-year, with Platform revenue (ads plus subscriptions) up 28% to $1.13 billion at a 51.6% gross margin, while Devices revenue declined 16% to a gross loss. Full-year 2026 guidance calls for roughly $5.0 billion in Platform revenue and $5.5 billion total, underscoring how thoroughly advertising and subscriptions now drive the business over hardware.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 83% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Roku, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Variety / Roku Q1 2026 earnings coverage — Roku Q1 2026 revenue up 22% to $1.25B as AI-powered ad tools boost margins80% source confidence
- Yahoo Finance (Roku Q1 2026 earnings coverage) — Roku's Ads Manager advertiser count more than doubles year-over-year on generative AI creative tools74% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Roku depends on below, and who depends on Roku above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.