ROKU, INC
Ticker: ROKUCommunication ServicesCommunicationsThe business
Roku, Inc. (NASDAQ: ROKU) operates as the leading TV streaming platform in the United States, Canada, and Mexico by hours streamed. The company's website is www.roku.com.
Roku pioneered TV streaming and maintains a mission to be the global TV streaming platform connecting viewers, content partners, and advertisers. The company operates through two primary segments: Devices and Platform. The Devices segment generates revenue from the sale of Roku streaming players, Roku-made televisions, smart projectors, smart home products, audio products, and related accessories. The Platform segment derives revenue from digital advertising sales and streaming services distribution, including subscription revenue shares and Premium Subscriptions through The Roku Channel.
The foundation of Roku's business is the Roku TV OS, a proprietary operating system purpose-built for televisions and powering Roku streaming devices. The company distributes Roku TV models through licensed original equipment manufacturers and sells Roku-made televisions directly to consumers. Roku streaming devices are broadly distributed through online retailers and national brick-and-mortar retailers, with Amazon, Best Buy, Walmart, and Target collectively accounting for eighty-one percent of Devices revenue.
Roku's Platform segment centers on the Roku Experience, which encompasses the company's Home Screen, owned and operated streaming applications, and advertising infrastructure. The Roku Channel aggregates ad-supported video on demand, free ad-supported linear streaming television channels, and Premium Subscriptions. In 2025, Roku expanded its owned and operated streaming portfolio by acquiring Frndly TV and launching Howdy, an ad-free subscription service. The company streamed 145.6 billion hours in 2025 across more than ninety million global Streaming Households.
The company employs approximately 3,600 full-time employees across fifteen countries. Roku generates Platform revenue through direct and programmatic video advertising, display ads integrated into its user interface, and subscription and transaction revenue shares. The company's business model emphasizes three phases: growing scale through device distribution, growing engagement through enhanced user experience, and growing monetization through advertising and subscription services.
- Sector
- Communication Services
- Industry
- Communications
- HQ
- SAN JOSE, CA
- FY end
- 12-31
- CIK
- 1428439
- SIC
- 4841
Ownership
Who holds ROKU, INC — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| Fidelity Advisor Growth Opportunities Fund FAGAX · Fidelity Advisor Series I | 2.55% | $899.86M |
| iShares Core S&P Mid-Cap ETF IJH · iShares Trust | 0.50% | $620.20M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.03% | $575.15M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.22% | $415.57M |
| ARK Innovation ETF ARKK · ARK ETF Trust | 4.33% | $280.68M |
Superinvestors in ROKU, INC
Share of each manager's reported 13F portfolio.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
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