
• Reported GAAP EPS of $0.54 up 325.00% YoY • Reported revenue of $1.39B up 16.14% YoY
Bullish
Roku achieved 18% Platform revenue growth in 2025, driven by subscriptions and advertising monetization. The company also expanded its product lineup and international presence with new streaming devices and partnerships.
Bearish
Roku faces intense competition from larger companies and risks to advertising revenue growth. The company's reliance on sole-source suppliers and contract manufacturers also poses significant supply chain disruption risks.