Question · Q3 2025
Ross Walthall asked for more details on the Amazon DSP partnership rollout, customer feedback, and its potential as a material driver, as well as the scalability and long-term potential of the self-serve business (Roku Ads Manager).
Answer
CEO Anthony Wood and President of Roku Media Charlie Collier confirmed strong customer interest in the Amazon DSP, noting it's early but showing good signs and expected to ramp into 2026. CFO Dan Jedda added it's contemplated in the Q4 guide. For the self-serve business, Anthony Wood stated Roku has the necessary tech and partnerships, is investing in R&D and generative AI, and sees it as a multi-billion dollar market. Charlie Collier emphasized access to authenticated premium content and strong ROI for advertisers.