Roku, Inc. (ROKU)
Communication Services · Connected TV / Streaming Platform
Roku operates the leading independent TV streaming platform, monetizing user engagement through targeted advertising, subscription partnerships, and hardware sales.
What Roku, Inc. does
Roku is a streaming TV platform that enables TV viewers to find and access entertainment through its operating system powering Roku streaming devices, Roku-made TVs, and licensed Roku TV models. The company generates revenue through three segments: Advertising (direct and programmatic video ads on the platform), Subscriptions (revenue shares from content partners and owned subscription services like The Roku Channel), and Devices (sales of streaming players, Roku-made TVs, smart home products, and audio products). Roku monetizes user engagement and aims to grow Streaming Households to increase Platform revenue and profitability over time.
Themes: ["Streaming TV platform","Digital advertising / programmatic ads","AVOD (ad-supported video on demand)","FAST (free ad-supported linear streaming)","Connected TV / smart TV","Subscription services / content aggregation"]
Fundamentals
- Price$140.26 as of 2026-07-09 close
- Market cap$20.8B as of 2026-07-10
- 1-year return+58.3% as of 2026-07-09 close
- P/E103.25 as of 2026-07-10
- Net margin+4.1% as of 2026-07-10
- Gross margin+44.2% as of 2026-07-10
- ROE+7.6% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+16.8% as of 2026-07-10
- Revenue CAGR (3y)+14.9% SEC XBRL
- Beta2.07 as of 2026-07-10
Key risks (from latest filing)
["Macroeconomic volatility including potential recession, inflation, higher interest rates, and geopolitical developments (Middle East conflict) may reduce advertiser spending and consumer demand for devices.","Global supply chain constraints and scarcity of key components (memory chips) and tariff impacts create uncertainty in device production costs and availability.","Revenue from content partners is not tied to streaming hours and may not correlate with platform engagement metrics, creating unpredictable subscription revenue streams."]
Competitors & peers
- Amazon (streaming devices via Fire TV, Prime Video advertising)
- Apple (Apple TV hardware and services)
- Google (Chromecast, Google TV OS, YouTube advertising)
- Netflix (streaming service and advertising)
- Paramount Global (Paramount+ advertising and streaming)
- Warner Bros. Discovery (Max and other streaming services)
- Samsung (smart TVs with built-in platforms)
- LG (smart TVs with webOS platform)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.