They are also a media company. They run the Roku Channel streaming service which produces original content and also has a 5% share of all us tv viewing tv viewing.

Paramount+ has a 2.5% share and Disney has a 4.7% share for comparison.

https://advertising.roku.com/learn/resources/nielsen-gauge-4...

Ok. But I really wouldn't trust numbers coming from the same company that produces them. A better gauge would be Nielsen. Roku doesn't even show in the top 10.

https://www.nielsen.com/data-center/top-ten/

Personally I've had Roku from the beginning and never once saw or watched the Roku Channel. But I did look it up now. Looks like all "D" rated films and really old media. They produce nothing and licence and syndicate everything.

The numbers I posted are the Nielsen numbers. Also Roku channel does produce original content as well.

They are an ad and media distribution company.

The hardware looses them $80m+ while the add and media distribution brings them in $1b+.

The hardware is a side hustle run at a loss to acquire users for the main business.

I did not know this. Can you expand on it? When I was on Roku channel it looked like it was all free. I didn't watch long enough to notice if it had advertising embeded in it. If it is ad supported your telling me after distribution costs their advertising network brings in 1b+?

Roku is a publicly traded company so they’re obligated to provide this information publicly, in the 10-Q they send to the SEC.

Page 6 of the below PDF has their revenue broken down by category. Going by Q2 of 2026:

Advertising: 673m

Subscriptions: 548m

Devices (hardware): 134m

https://www.roku.com/investor/quarterly-results

Spot on. Thats really interesting. Especially the subscription revenue. Never knew they had that. Thanks for providing a link to that! I got some research to do.