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Roku, Inc. is a leading TV streaming platform in the United States, specializing in connecting viewers, content partners, and advertisers through its innovative streaming ecosystem. The company develops and sells streaming devices, smart TVs, and related accessories, while also generating revenue from digital advertising and streaming service distribution. Roku's mission is to be the global TV streaming platform that benefits the entire TV ecosystem.
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Platform - Generates revenue from digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services. Also includes streaming services distribution, such as subscription and transaction revenue shares, Premium Subscriptions, and branded app buttons on remote controls.
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Devices - Sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories. Includes licensing arrangements with service operators and Roku TV partners.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Anthony Wood ExecutiveBoard | CEO, President, and Chairman | None | Founder of Roku, serving as CEO since October 2002, Chairman since February 2008, and President since July 2011. Previously founded ReplayTV and BrightSign LLC. | View Report → |
Charles Collier Executive | President, Roku Media | None | Joined Roku in October 2022. Former CEO of FOX Entertainment and held senior roles at AMC Networks, Court TV, and A&E Television Networks. | |
Dan Jedda Executive | Chief Financial Officer (CFO) | None | Appointed CFO in May 2023. Previously CFO at Stitch Fix and held senior roles at Amazon, including VP and CFO for Digital Video, Digital Music, and Advertising. | |
Gidon Katz Executive | Senior Vice President, Platform Products and User Experience | None | Joined Roku in January 2022. Former President of Direct to Consumer at NBCUniversal and Managing Director of Sky UK's Now TV. | |
Gil Fuchsberg Executive | Senior Vice President, Subscriptions, Partnerships, and Corporate Development | None | Joined Roku in April 2018. Previously held senior roles at News Corporation/Fox and JP Morgan's private equity business. | |
Mustafa Ozgen Executive | President, Devices, Products, and Technology | None | Joined Roku in February 2019. Previously CEO of SmartKem Limited and QD Vision. Holds degrees in Computer Engineering and Computer Science. | |
Stephen H. Kay Executive | Senior Vice President, General Counsel, and Secretary | None | Joined Roku in January 2014. Previously a partner at Hogan Lovells LLP and EVP/General Counsel at Gemstar-TV Guide International. | |
Gina Luna Board | Independent Director | Partner at GP Capital Partners, LP; Director of TETRA Technologies, Inc. | Joined Roku's Board in December 2020. Former Managing Director and COO at JPMorgan Chase. | |
Jeffrey Blackburn Board | Independent Director | None | Joined Roku's Board in June 2023. Former SVP of Global Media and Entertainment at Amazon and General Partner at Bessemer Venture Partners. | |
Jeffrey Hastings Board | Independent Director | Chief Technology Officer of BrightSign LLC | Joined Roku's Board in August 2011. Former CEO of BrightSign LLC and held senior roles at ReplayTV, SonicBlue, and Pinnacle Systems. | |
Laurie Simon Hodrick Board | Independent Director | Visiting Fellow at Hoover Institution; Director of PGIM Funds; Director of Andela | Joined Roku's Board in December 2020. Chair of the Audit Committee. Former professor at Columbia Business School. | |
Mai Fyfield Board | Independent Director | Director of BBC Commercial Ltd; Director of the Football Association Premier League | Joined Roku's Board in May 2018. Former Chief Strategy and Commercial Officer at Sky plc. | |
Neil Hunt Board | Independent Director | Chief Product Officer of Vibrant Planet; Director of Sony Group Corporation | Joined Roku's Board in August 2017. Former Chief Product Officer at Netflix and held engineering roles at Pure Software. | |
Ravi Ahuja Board | Independent Director | President and COO of Sony Pictures Entertainment; Chairman of Global Television Studios at Sony Pictures Entertainment | Joined Roku's Board in February 2013. Former President, Business Operations, and CFO of Walt Disney Television, and CFO of Fox Networks Group. | |
Ray Rothrock Board | Independent Director | Chairman of RedSeal, Inc.; Director of Check Point Software Technologies Ltd. | Joined Roku's Board in August 2014. Extensive experience in technology companies and cybersecurity. |
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Given that platform gross margins are expected to remain flat in 2025 due to the negative impact of the challenged M&E vertical, what specific strategies do you have to offset this and drive margin expansion next year?
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With the integration of third-party DSPs like The Trade Desk, how do you address concerns that increased programmatic sales could lead to margin degradation, and what safeguards are in place to maintain CPMs and overall pricing?
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Considering that Q4 platform revenue growth is expected to decelerate slightly to 14% despite strong political advertising and 606 adjustments in Q3, can you elaborate on the underlying factors contributing to this slowdown and how you plan to reaccelerate growth?
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With ARPU remaining flat due to the increased proportion of international streaming households, which currently have lower monetization levels, what are your plans to improve ARPU internationally, and how soon can we expect to see meaningful monetization in these markets?
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As you expand your Roku-branded TV lineup and distribution, how are you managing potential conflicts with your third-party TV partners, and what impact has this had on your relationships and overall market share in the smart TV space?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
This competitor has launched ad-supported tiers in their streaming services, which has further increased competition for streaming advertising revenue. | |
This competitor has launched ad-supported tiers in their streaming services, which has further increased competition for streaming advertising revenue. | |
This competitor has launched ad-supported tiers in their streaming services, which has further increased competition for streaming advertising revenue. | |
This competitor sells its own competitive streaming devices, smart TVs, and smart home devices, and is able to market and promote these products more prominently on its website, potentially refusing to offer or promote the company's products. | |
This competitor possesses greater bargaining power with retailers due to more extensive product lines, stronger brand identity, and greater marketing resources. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. | |
Tradedesk Financial Corp | This competitor is part of the Peer Group used for stock performance comparisons. |
Vizio Holding Corp | This competitor is part of the Peer Group used for stock performance comparisons. |
This competitor is part of the Peer Group used for stock performance comparisons. | |
This competitor is part of the Peer Group used for stock performance comparisons. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
This Old House | 2021 | Roku acquired This Old House for $97.8 million in cash, incurring $2.4 million in acquisition-related expenses, with a purchase price allocation including $46.7 million in goodwill, $20.7 million in intangibles, and $22.5 million in content assets to enhance its ad-supported content strategy. |
Quibi Content Rights | 2021 | Roku secured global content rights for 75 TV series and hundreds of hours of content on a multi-year exclusive basis, acquiring these premium assets cost-effectively to support The Roku Channel’s AVOD model. |
No recent press releases or 8-K filings found for ROKU.