Roku, Inc.

ROKUleader

Roku is the #1 TV streaming platform in the US by hours streamed, powering 89M+ active accounts through its own devices and licensed Roku TV OS. Its ad-supported model benefits from the structural shift of TV ad dollars to streaming.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($4.1B)

静态数据（加载实时财务…）

Platform (86%)

Devices (14%)

业务板块构成与主要客户

产品详情

Platform Revenue (Advertising)86%

Revenue from selling ads across the Roku channel guide, Roku Channel, and video ads served to 89M+ active accounts. OneView DSP included.

Player Hardware14%

Roku streaming players and Roku TVs (licensed OS) sold at near cost to grow account base.

供应链关系

合作伙伴

Netflix, Inc.

Netflix streaming on Roku

影响: major content partner/distributor

竞争对手

Amazon.com (AWS)

Fire TV vs Roku OS

影响: competing streaming platform

The Trade Desk, Inc.

CTV advertising

影响: competing for CTV ad budgets

宏观与市场背景

커뮤니케이션 서비스行业新闻

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

近期催化剂

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

AI 分析

点击「获取 AI 分析」以获得 Roku, Inc. 的 AI 供应链分析。

企业信息

总部

San Jose, CA

成立时间

2002

员工人数

3,000

官网

roku.com

行业概况 — 커뮤니케이션 서비스

行业新闻