Roku Boosts User Retention & Revenue With Subscription Bundling Strategy; Will It Work In The Long Term? 

Roku’s second quarter 2025 earnings call reflected a nuanced picture of both progress and ongoing challenges for the company. On the positive side, the quarter was highlighted by an 18% year-over-year growth in platform revenue, driven largely by the expansion and diversification of advertising demand, and a robust performance from the newly launched Roku Ads Manager. This growth was fueled by significant gains in video advertising, which outpaced the overall U.S. OTT and digital ad markets, pointing to successful integration strategies and product innovations. The company also saw strong growth in its Roku-billed subscriptions, bolstered by the addition of new features and the acquisition of Frndly TV, which has been included and utilized in its strategic growth roadmap.