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Roku (ROKU) investor relations material

Roku Bank of America 2025 Media, Communications & Entertainment Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Bank of America 2025 Media, Communications & Entertainment Conference summary4 Sep, 2025

Business performance and monetization strategy

  • Platform revenue is growing in the high teens, driven by a focus on monetization after achieving scale and engagement in the US market.

  • Over half of US broadband households use the platform, with more streaming hours than all linear TV combined.

  • Monetization initiatives include integrating with all major demand and supply side platforms and launching innovative ad products.

  • The platform now covers the full CPM demand curve, including ultra-premium inventory.

  • Platform segment now makes up 90% of revenues, with nearly 100 million households and rapid engagement growth.

Platform assets and user interface control

  • The greatest asset is control over the user interface, with 150+ million daily users starting their TV experience on the platform.

  • Personalized content rows and zones (e.g., sports, home & garden) drive engagement and monetization.

  • Recent focus has been on monetizing the home screen, left navigation, and new ad products.

  • Growth and profitability are attributed to execution on these monetization initiatives.

Advertising and programmatic growth

  • Inventory supply is strong and growing, especially for the Roku Channel, with engagement growth still expected in significant double digits.

  • Demand is being increased through deeper integrations with all major DSPs, including Trade Desk, Amazon, and others.

  • Over 50% of advertising is now programmatic, with a target to reach 75%.

  • Shift from brand to performance-based advertising is accelerating, with programmatic pipes expected to dominate.

  • Strategy pivoted to open up to all DSPs, offering flexibility across the CPM curve.

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Next Roku earnings date

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Q3 202529 Oct, 2025
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Frequently asked questions

A leading streaming platform

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.

Allowing users to stream TV shows, movies and other content

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.

Providing targeted advertising

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.

Exploring different distribution channels

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.

Interesting facts about Roku

  • 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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