Roku, Inc.
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. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Roku, Inc. does
In the company’s own words
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.
Company details
- Sector
- Communication Services
- Industry (SIC)
- Communications
- Headquarters
- SAN JOSE, CA
- Fiscal year end
- December
- CIK
- 1428439
- SIC
- 4841
Financial performance, year by year
Fiscal 2017–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Roku, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Roku, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Roku, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
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.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
Compare this company with peers, find it in your funds and follow its financial history with your connected AI:
- “How do Roku, Inc. and its peers compare on margins and cash generation over ten years?”
- “Where did five years of Roku, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
- “What changed in Roku, Inc.'s last four quarterly filings that the numbers alone won't show?”