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.

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產品與營收

產品營收佔比

營收結構 ($4.1B)

靜態數據（加載即時財務…）

Platform (86%)

Devices (14%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

合作夥伴

Netflix, Inc.

Netflix streaming on Roku

影響: major content partner/distributor

競爭對手

Amazon.com (AWS)

Fire TV vs Roku OS

影響: competing streaming platform

The Trade Desk, Inc.

CTV advertising

影響: competing for CTV ad budgets

宏觀與市場背景

커뮤니케이션 서비스行業新聞

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%

近期催化劑

◆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

點擊「取得 AI 分析」以獲得 Roku, Inc. 的 AI 供應鏈分析。

企業資訊

總部

San Jose, CA

成立時間

2002

員工人數

3,000

官網

roku.com

行業概況 — 커뮤니케이션 서비스

行業新聞