# Roku, Inc.
> Roku · ROKU · San Jose, California
- Profile type: Company
- Profile status: baseline
- Last updated: 2026-04-26T00:00:00.000Z
- Canonical URL: https://thestateofstreaming.com/companies/roku-2/
- Also known as: Roku, ROKU, The Roku Channel
## Summary
Roku operates the largest streaming TV operating system in the United States, monetizing a 100M-household installed base via advertising on its home screen and The Roku Channel and via revenue-share with subscription partners. Beginning with its Q1 2026 print on April 30, the company splits its long-running Platform segment into separate Advertising and Subscriptions lines — letting investors and ad buyers see the two engines independently for the first time.

## Company facts

- Ticker: ROKU
- Founded: 2002
- Headquarters: San Jose, California
- Domain: roku.com
- CEO: anthony wood (https://thestateofstreaming.com/people/anthony-wood/)


## Latest metrics

- Revenue: $4.737B (FY 2025)
- Subscribers: 100M+ streaming households (April 2026)
- As of: 2026-04-16
- Source: https://newsroom.roku.com/news/2026/04/roku-surpasses-100-million-streaming-households-a-historic-milestone/cbdb6hs7-1776191291


## Recent filings

- 2026-04-13 — 8-K: Reorganization of Platform reporting segment into separate Advertising and Subscriptions segments effective Q1 2026; supplemental FY24 and FY25 segment data furnished as Exhibit. (https://www.stocktitan.net/sec-filings/ROKU/8-k-roku-inc-reports-material-event-09f682946454.html)
- 2026-02-12 — 10-K: Full-year 2025 results: $4.737B revenue (+15% YoY), $88.4M net income (first full-year GAAP profit), $420.5M Adjusted EBITDA. (See Q4 2025 Shareholder Letter for narrative.) (https://www.roku.com/investor)


## Key facts

- Roku surpassed 100 million streaming households globally as of April 2026, defined as distinct user accounts streaming on the Roku platform in a 30-day window. — Roku Newsroom: https://newsroom.roku.com/news/2026/04/roku-surpasses-100-million-streaming-households-a-historic-milestone/cbdb6hs7-1776191291
- Roku reported full-year 2025 net revenue of $4.737 billion, up 15% year over year, and delivered its first full-year GAAP profit ($88.4M net income) since going public. — Roku Q4 2025 Shareholder Letter: https://image.roku.com/bWFya2V0aW5n/4Q25-Shareholder-Letter.pdf
- Q4 2025 platform revenue (advertising plus subscription distribution) was $1.224 billion, up 18% year over year; full-year 2025 platform revenue was $4.145 billion. — Roku Q4 2025 Shareholder Letter: https://image.roku.com/bWFya2V0aW5n/4Q25-Shareholder-Letter.pdf
- On April 13, 2026, Roku filed an 8-K announcing it will split its 'Platform' segment into separate 'Advertising' and 'Subscriptions' segments beginning with the Q1 2026 financial print on April 30, 2026; supplemental 2024 and 2025 segment data was furnished with the filing. — Roku 8-K (April 13, 2026): https://www.stocktitan.net/sec-filings/ROKU/8-k-roku-inc-reports-material-event-09f682946454.html
- Comcast's NBCUniversal will sell Peacock Premium Plus through The Roku Channel's Premium Subscriptions hub at $16.99/month, expanding Peacock's third-party distribution to Roku's U.S. installed base. — Deadline: https://deadline.com/2026/04/peacocks-premium-roku-subscriptions-streaming-deal-1236865457/
- Roku adopted The Trade Desk's Unified ID 2.0 (UID2) across its premium streaming inventory in August 2024, then citing 83.6 million Streaming Households of first-party scale at the time of the integration. — Roku press release / BusinessWire: https://www.businesswire.com/news/home/20240801677317/en/Roku-Enhances-Benefits-for-Advertisers-with-Adoption-of-Unified-ID-2.0
- The Roku Channel now carries 34 live channels dedicated to classic TV programming on Roku TVs and streaming players, part of an ongoing FAST inventory build-out. — Cord Cutters News: https://cordcuttersnews.com/roku-now-has-34-live-channels-dedicated-to-classic-tv-shows-on-roku-tvs-roku-players/
- According to Comscore, Roku drives more than three times the engagement of the next leading TV operating system in the United States. — Roku Newsroom (citing Comscore): https://newsroom.roku.com/news/2026/04/roku-surpasses-100-million-streaming-households-a-historic-milestone/cbdb6hs7-1776191291


## Related

- anthony wood (Founder, Chairman and CEO) — https://thestateofstreaming.com/people/anthony-wood/
- charlie collier (President, Roku Media) — https://thestateofstreaming.com/people/charlie-collier/
- dan jedda (Chief Financial Officer) — https://thestateofstreaming.com/people/dan-jedda/
- comcast corporation (Distribution partner — Peacock Premium Plus on The Roku Channel) — https://thestateofstreaming.com/companies/comcast-corporation/
- the trade desk (Identity partner — UID2 across Roku's premium ad inventory) — https://thestateofstreaming.com/companies/the-trade-desk/
- amazon (Competitor — Fire TV operating system and ad-supported Prime Video) — https://thestateofstreaming.com/companies/amazon/
- alphabet (Competitor — Google TV / Chromecast OS) — https://thestateofstreaming.com/companies/alphabet/
- vizio (Competitor — SmartCast OS (now a Walmart subsidiary)) — https://thestateofstreaming.com/companies/vizio/
- samsung electronics (Competitor — Tizen OS / Samsung TV Plus) — https://thestateofstreaming.com/companies/samsung-electronics/
- lg electronics (Competitor — webOS / LG Channels) — https://thestateofstreaming.com/companies/lg-electronics/
- the roku channel (Owned-and-operated FAST + premium-subscriptions hub) — https://thestateofstreaming.com/products/the-roku-channel/
- ctv operating systems (Largest U.S. CTV OS by streaming households) — https://thestateofstreaming.com/tech/ctv-operating-systems/


## External coverage

- 2026-04-16 — Roku Newsroom: Roku Surpasses 100 Million Streaming Households, a Historic Milestone for the Streaming Era (https://newsroom.roku.com/news/2026/04/roku-surpasses-100-million-streaming-households-a-historic-milestone/cbdb6hs7-1776191291)
- 2026-02-12 — Roku Investor Relations: Q4 2025 Shareholder Letter (https://image.roku.com/bWFya2V0aW5n/4Q25-Shareholder-Letter.pdf)
- 2026-04-13 — SEC via StockTitan: Roku 8-K: Segment Restructuring (April 13, 2026) (https://www.stocktitan.net/sec-filings/ROKU/8-k-roku-inc-reports-material-event-09f682946454.html)
- 2026-04-25 — Deadline: Peacock's Ad-Free Tier Now Available On Roku Premium Subscriptions (https://deadline.com/2026/04/peacocks-premium-roku-subscriptions-streaming-deal-1236865457/)
- 2026-04-16 — Variety: Roku Tops 100 Million Streaming Households (https://variety.com/2026/digital/news/roku-100-million-streaming-households-1236722689/)
- 2026-04-25 — The Desk: NBCUniversal to start selling Peacock subscriptions through Roku Channel (https://thedesk.net/2026/04/peacock-the-roku-channel-comcast-nbc/)
- 2026-02-12 — The Desk: Roku swings to profit in Q4, revenue jumps to $1.395 billion (https://thedesk.net/2026/02/roku-q4-2025-earnings-report/)
- 2024-08-01 — Roku / BusinessWire: Roku Enhances Benefits for Advertisers with Adoption of Unified ID 2.0 (https://www.businesswire.com/news/home/20240801677317/en/Roku-Enhances-Benefits-for-Advertisers-with-Adoption-of-Unified-ID-2.0)
- 2026-04-25 — Cord Cutters News: Roku Now Has 34 Live Channels Dedicated To Classic TV Shows on Roku TVs & Roku Players (https://cordcuttersnews.com/roku-now-has-34-live-channels-dedicated-to-classic-tv-shows-on-roku-tvs-roku-players/)
- Roku: Roku Investor Relations (https://www.roku.com/investor)

## Profile
Roku is the load-bearing distribution layer for ad-supported streaming in the United States: a free OS, a low-margin device business, and a high-margin platform business that monetizes someone else's content. The interesting edges of the company sit at the seams — what The Roku Channel becomes as a destination, how the home screen monetizes against Fire TV and Google TV, what UID2 plus first-party household data does for the company's CPM premium, and whether the new Advertising/Subscriptions split disclosure (first reported April 30, 2026) reframes how Wall Street and ad buyers value those two engines independently.

Anthony Wood, who invented the DVR at ReplayTV before founding Roku in 2002, has held the CEO seat continuously. The 2022 hire of Charlie Collier from Fox Entertainment as President, Roku Media — a job that bundles ad sales, the ad platform, and Roku-owned channels including The Roku Channel — was the company's signal that the next chapter is media-company posture, not device-maker posture.

Recent flow worth tracking on this page: Q1 2026 earnings on April 30 (the first print under the new segment disclosure), Peacock Premium Plus joining the Premium Subscriptions hub, the steady FAST channel build on The Roku Channel, and any further moves on identity, retail-media partnerships, or owned-and-operated content.

## Tags

- ctv
- operating-system
- fast
- smart-tv
- ad-tech
- identity
- public-company

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