Roku, Inc.
Roku · ROKU · San Jose, California
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.
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.
Recent coverage
- platforms Roku Just Became the Only TV-OS Company Showing Its Ad Math
- devices distribution The Roku-TCL Class Action Puts Auto-Update Stewardship on Trial
- advertising adtech Walmart's CTV Stack Just Became a Required Identity Gateway
- content programming MLB's 2026 Schedule Spreads Across Six Platforms — and Resets Rights Math
- content programming MLB's 2026 Schedule Spreads Across Six Platforms — and Resets Rights Math
- platforms Peacock Premium Plus Heads to The Roku Channel as Comcast Sells Q2 Inflection
- advertising adtech Magnite Q1 Guidance Puts CTV Above 50% for the First Time
- advertising adtech Paramount Opens 2026 Upfront With Roku, Amazon Ad-Sales Hires
- platforms Roku Breaks Out Ad Revenue for First Time in April 30 Print
Elsewhere
- Roku Surpasses 100 Million Streaming Households, a Historic Milestone for the Streaming Era
- Q4 2025 Shareholder Letter
- Roku 8-K: Segment Restructuring (April 13, 2026)
- Peacock's Ad-Free Tier Now Available On Roku Premium Subscriptions
- Roku Tops 100 Million Streaming Households
- NBCUniversal to start selling Peacock subscriptions through Roku Channel
- Roku swings to profit in Q4, revenue jumps to $1.395 billion
- Roku Enhances Benefits for Advertisers with Adoption of Unified ID 2.0
- Roku Now Has 34 Live Channels Dedicated To Classic TV Shows on Roku TVs & Roku Players
- Roku Investor Relations