Roku Feb. 12 reported net income of $80.5 million on revenue of $1.22 billion in the fourth quarter (ended Dec. 31, 2025). That compared with a net loss of $35.5 million on revenue of $1 billion in the prior-year period.
Streaming hours in 2025 on the Roku platform across myriad streaming sites increased 15% to 145.6 billion hours, from 126.6 billion hours in 2024.
Roku’s platform segment, which includes access to third-party streaming services such as Netflix, grew quarterly revenue 18% to $1.22 billion, from $1.03 billion in the previous-year period. For the full year, platform revenue also rose 18% to $4.15 billion, from $3.5 billion a year before, driven by continued strength in video advertising and streaming services distribution activities.
Roku said platform traffic increased in part due to the launch of “The Roku Experience,” which encompasses the full suite of features designed to engage TV viewers and simplify content discovery through the power of AI and its first-party data.
“This year, we will launch ‘Home Screen’ enhancements to further elevate the streaming experience, driving both deeper engagement and
increased platform monetization,” CEO Anthony Wood and CFO/COO Dan Jedda wrote in the shareholder letter.
According to Nielsen, The Roku Channel was the No. 2 free, ad-supported streaming app (second to YouTube) and the No. 5 streaming app overall
in the United States in December. The Roku Channel hit an all-time high, representing 6.3% of all TV streaming, up from 4.6% a year ago, according to Nielsen.
Devices revenue, which includes streaming sticks and Roku TVs, increased 3% to $171 million in Q4, from $166 million in the previous-year period, and $592 million for the full fiscal year, flat from 2024.
“Driven by our brand and strategic partnerships with OEMs and retail distributors, we expect to continue growing streaming households in all our locations,” Wood and Jedda wrote. “We remain on track to achieve a significant milestone of 100 million streaming households globally in 2026.”
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