Roku deep dive and 2025 outlook $ROKU

The Connected TV maker and ad platform is in a long term consolidation

📌 Company Overview

Roku, Inc. (NASDAQ: ROKU), founded in 2002 by Anthony Wood and headquartered in San Jose, California, is a leading smart-TV platform provider. It offers hardware (streaming players and TVs) and a fast-growing Platform segment encompassing digital ads, content distribution, and licensing. In 2024, Roku delivered approximately $4.1 billion in revenue, growing around 18% year-over-year, and operated at a net loss of $129 million. Its top competitors include Amazon Fire TV, Google Chromecast, and Apple TV.