Roku

Roku, Inc (ROKU) (Q4FY25) – Platform control strengthens ecosystem position

Highlights of the report

Roku Inc Q4FY25 strategy centers on controlling the platform layer of the streaming ecosystem, enabling it to influence content discovery and capture monetization through advertising and subscription distribution.

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Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United states and internationally.

For Q1FY26, the company expects total net revenue of approximately $1.20bn, up about 18% YoY, primarily supported by platform revenue growth of more than 21% YoY.

Roku, stock price showed a downward trend in the past 3-month period and gave a -5.41% return. The stock price raise by 49.27% in the past 1-year. 

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Report details

Roku, Inc (ROKU) (Q4FY25) – Platform control strengthens ecosystem position

Price

$216.00

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