Roku (ROKU) reported fourth-quarter 2025 total net revenue of approximately $1.39 billion. The company posted earnings per share of $0.53, significantly exceeding Wall Street estimates. Platform revenue grew 18% year-over-year. This segment reached over $1.2 billion and includes advertising and streaming service distribution.
Roku will launch bundled streaming subscriptions in 2026 to drive content discovery and user engagement. The strategic move aims to increase high-margin platform monetization. The fourth quarter represented the company's strongest period for premium subscription net additions. Roku forecasts continued double-digit growth in platform revenue through 2026.