Roku (ROKU)
Connects television viewers to streaming through an operating system, devices, advertising and subscriptions.
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Builds TV operating systems, streaming players and Roku-branded televisions, then monetizes viewing and navigation through advertising and subscriptions. Advertising, Subscriptions and Devices form the business, with operations and monetization still anchored mainly in North America.
Runs a television operating system distributed through streaming players, partner-made smart TVs and Roku-built televisions. Devices expand household reach, while The Roku Channel and the surrounding interface create places to watch, discover and buy streaming services.
Advertising, Subscriptions and Devices are the three reportable business lines. Advertising includes video and interface placements; Subscriptions includes direct services, premium subscription sales and partner revenue shares. The device range also covers smart-home and audio products.
Most operations and monetization remain anchored in North America. Execution centers on broad device distribution and converting viewing and navigation into advertising and subscription activity. Hardware promotions can carry negative margins, while advertising depends on marketer budgets and content distribution on publisher and subscription-partner relationships. The agreed Fox acquisition remains subject to shareholder, regulatory and other closing conditions.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Wells Fargo | Downgrade | Target: $116 | Target: $165 |
| Aug 7, 2026 | Seaport Global | Downgrade | ||
| Aug 7, 2026 | Guggenheim | Downgrade | Target: $145 | Target: $160 |
| Jul 17, 2026 | Fox Advisors | Target | Target: $160 | Target: $157 |
| Jun 16, 2026 | Seaport Global | Target | Target: $85 | Target: $155 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.56B · Total debt $474.1M · Total assets $4.57B · Shareholders' equity $2.82B
- Revenue
- $1.35B
- Operating income
- $146.2M
- Net income
- $164.2M
No dividends on record.
| Institutions | ≈ 74.27% | 110.23M shares | |
|---|---|---|---|
| 837 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 13.53% | 20.07M shares | |
| 15 holders · as of Sep 16, 2026 | |||
| Strategic holders | 9.63% | 14.30M shares | |
| 2 holders · as of Nov 5, 2024 | |||
| Other | ≈ 2.57% | 3.82M shares | |
| remainder | |||
148.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Anthony J. Wood1Insiderdirector, 10 percent owner, officer: CEO and Chairman BOD | 12.75% | 18.07M A | filed Sep 16, 2026 |
BlackRock, Inc.Institution | 9.02% | 13.38M A | as of Jun 30, 2026 |
Sumitomo Mitsui Trust Holdings, Inc. (“SMTH”)Strategic | 5.29% | 7.85M | filed Feb 3, 2023 |
Sumitomo Mitsui Trust Group, Inc. (“SMTG”)Strategic | 4.35% | 6.45M | filed Nov 5, 2024 |
Vanguard Capital Management LLCInstitution | 3.99% | 5.93M A | as of Jun 30, 2026 |
- Anthony J. Wood's transaction reports restate only vehicles that traded; the 2022 ownership statement (18.07M) plus the 847.1K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Dan Jedda | officer: CFO & COO | −7,000 | $156.81 |
| Sep 4, 2026 | Charles Collier | officer: President, Roku Media | −10,269 | $156.99 |
| Sep 2, 2026 | Gilbert Fuchsberg | officer: President, Subscriptions | −4,824 | $155.64 |
| Sep 2, 2026 | Christopher T. Handman | officer: SVP & General Counsel | −2,999 | $155.64 |
| Sep 2, 2026 | Matthew C. Banks | officer: VP, CAO | −546 | $155.64 |
- Amazon
Broad rival across TV devices, streaming, subscriptions, and CTV ads
- Alphabet Class A
TV-OS, streaming-viewing, subscription, and advertising rival
- Walmart
Onn and VIZIO rival Roku in TV hardware, OS reach, FAST, and ads
- Comcast
Xumo and Peacock overlap in TV platforms, FAST, subscriptions, and ads
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Roku | $154.14 | −0.12% | $22.89B | 66.0 | 47.8 | 4.4 | +21.9% |
| Amazon | $254.94 | −1.36% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Alphabet Class A | $354.18 | −0.22% | $4.30T | 17.8 | 26.4 | 9.6 | +24.2% |
| Walmart | $108.99 | +1.44% | $855.02B | 38.8 | 36.4 | 1.2 | +5.9% |
| Comcast | $22.64 | −1.27% | $81.37B | 7.4 | 6.5 | 0.7 | −1.2% |
| Median | 19.3 | 26.8 | 2.4 | +12.8% |