Achieved record platform revenue growth of 18% year-over-year in 2025, surpassing $1.2 billion in Q4.
Adjusted EBITDA reached $421 million for the year, with a margin expansion of 255 basis points.
Net income for Q4 was $80 million, and free cash flow for the year was $484 million, more than doubling year-over-year.
Strategic focus on platform monetization, advertising integration, and expanding premium subscriptions.
Continued global expansion, with plans to surpass 100 million streaming households in 2026.
Q4 platform revenue grew over 18% year-over-year, exceeding $1.2 billion.
Adjusted EBITDA for Q4 was $169 million; net income was $80 million, both record highs.
Full-year Adjusted EBITDA reached $421 million, with free cash flow at $484 million, up over 100% year-over-year.
Share buybacks totaled $150 million in 2025, achieving near 0% dilution in Q4.
Q1 2026 platform revenue expected to grow over 21% year-over-year; full-year guidance is 18% growth.
Full-year Adjusted EBITDA guidance of $635 million, representing over 50% year-over-year growth and margin expansion to 11.6%.
Free cash flow projected to outpace Adjusted EBITDA, with a path to $1 billion by 2028.
Platform gross margin expected to remain stable at 51%-52% throughout 2026.
OPEX growth guided to mid-single digits, with continued investment in engineering and product initiatives.
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Roku, founded in 2002, is a leading streaming platform with a vast range of entertainment offerings. With millions of active users across the United States and international markets, the company has been able to generate significant revenue through various business segments.
Roku's primary revenue stream comes from the sales of its devices, which allow users to stream their favorite TV shows, movies, and other content. Roku offers a wide range of devices, including streaming sticks, set-top boxes, and smart TVs. The company also generates revenue through its licensing program, which allows third-party manufacturers to use Roku's operating system in their devices. Other public companies in the streaming industry include Netflix, Amazon, and Disney.
Roku's advertising business has become a growing revenue stream for the company. With a focus on providing targeted advertising, Roku has been able to attract advertisers looking to reach specific audiences. Roku's advertising platform, Roku Ad Insights, provides advertisers with data on their campaigns' performance.
Roku's content distribution business has become an emerging revenue driver for the company. With a focus on providing content to its users, Roku has been able to tap into the growing streaming market. The company has also partnered with other content providers to offer end-to-end content distribution solutions, which has helped it gain market share. Roku has launched several content distribution initiatives, including the Roku Channel, which provides users with free, ad-supported content.
Roku was the first company to introduce a streaming player in 2008, revolutionizing the way people watch TV.
The Roku Channel is one of the fastest-growing channels on the platform, providing users with free, ad-supported content.
Roku has a vast library of channels and content, with over 500,000 movies and TV episodes available.
The company has been consistently ranked as one of the fastest-growing companies in the world.
Roku's streaming devices are among the most popular devices on the market, with over 54 million active accounts as of Q1 2021.
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