Description
Roku: Advertising, Subscriptions, and the Push to Monetize Global Reach!
Roku, Inc. reported its fourth-quarter and full-year 2025 financial results, showing strong growth and promising outlook in several areas. The company emphasized its successful execution in right-sizing cost structures, achieving adjusted EBITDA breakeven a year ahead of schedule, and focusing on platform monetization initiatives. For the full year 2025, Roku recorded an 18% growth in platform revenue, achieving remarkable milestones such as $169 million in adjusted EBITDA for the fourth quarter and $421 million for the year. Net income stood at $80 million in Q4, boosting free cash flow to $484 million, which enabled the repurchase of $150 million worth of Roku stock. Looking at 2026, Roku projects over 21% revenue growth for Q1 and approximately 18% for the full year. Due to a strong Q1, partially driven by the full-year benefit of the Frndly acquisition, Roku adopts a conservative outlook for H2.
