Roku

Roku operates a two-sided connected TV platform. On the demand side, it attracts consumers with streaming devices, Roku OS, The Roku Channel and a centralised app marketplace. On the supply side, it gives publishers, developers and OEMs access to distribution and monetisation, while giving advertisers and agencies access to owned and partner CTV inventory. Value is created by controlling the operating-system layer, aggregating viewing demand, and monetising that audience through ads, revenue shares on subscriptions and app transactions, and OS licensing partnerships.

Roku, Inc. is a connected TV platform company that combines consumer streaming products with advertising and platform monetisation. Its core assets include The Roku Channel, Roku Ads Manager, Roku Advertising, the Streaming Store, Roku OS and its developer ecosystem. Through these products, Roku serves viewers seeking free and subscription streaming content, advertisers and agencies buying connected TV inventory, publishers distributing channels, developers building streaming apps, and OEM partners licensing Roku OS for televisions and devices.

Roku makes money through a hybrid model centred on advertising inventory, platform revenue share and software distribution economics. Advertising is generated from The Roku Channel and Roku-owned or partner inventory sold via direct sales and self-serve tools. It also captures revenue share from subscriptions and transactions in the Streaming Store, takes a share of ad inventory from partner channels on the platform, and licenses Roku OS to TV manufacturers. Its acquisitions of Quibi content rights, This Old House and Nielsen's advanced TV advertising division indicate a strategy of strengthening both content supply and CTV advertising infrastructure.