Roku

Medium72% confidenceProfile verified Jul 17, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

Chokepoint Score

no direct dependencies recorded in the graph

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

San Jose, California, USA

Website

www.roku.com

Employees

3,600 (FY2025 10-K)

Founded

2002

Listing

ROKU · NASDAQ

Market Cap

$21.35B

Revenue (TTM)

$4.97B

Price

USD143.91 (-0.25%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

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.

Strategic Connections

Amazon Web Services: Roku's streaming platform and ad business depend on public cloud infrastructure including AWS.
Netflix: Roku's streaming platform includes Netflix as one of its most-watched channels, driving device and platform engagement.
Amazon: Roku competes with Amazon's Fire TV in the connected TV operating system and streaming hardware market.

Strategic Risks

Advertising revenue remains sensitive to broader macroeconomic ad-spending cycles

Future Outlook

Continued AI-driven ad automation and content recommendation improvements to grow platform revenue

Sources

3 sources, 83% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

Viewing the Executive Summary — switch to the Full Analyst Report.