Roku shared its fourth-quarter earnings for 2025 this week, in addition to some thrilling plans within the pipeline. The corporate is rolling out new streaming bundles, increasing its $3 subscription service, Howdy, to extra platforms, and partnering with extra premium streaming providers following the profitable addition of HBO Max.
Launching bundles in 2026 is a great transfer, because it may entice extra viewers on the lookout for attractive offers amid rising subscription costs. Many streaming platforms have been growing their charges lately, and Roku goals to enchantment to cost-conscious customers. The optimistic affect of HBO Max on Roku’s premium subscriptions has inspired the corporate to proceed this technique by including extra top-tier companions, which is prone to drive progress going ahead.
Moreover, Roku launched its ad-free subscription streaming service, Howdy, final yr and plans to develop its availability past the Roku platform. Whereas particular particulars stay undisclosed, Roku CEO Anthony Wooden said at CES final month that the objective is to distribute Howdy extensively, saying, “We need to distribute it in every single place.”
Different highlights embody Roku customers streaming 145.6 billion hours of video in 2025, marking a 15% enhance from 2024. The corporate can be nearing the milestone of 100 million streaming households, although it has determined to report this determine much less often.
Financially, Roku delivered a formidable quarter, posting web earnings of $80.5 million, a rebound from a $35.5 million loss in the identical interval final yr. Whole income for This autumn 2025 reached $1.4 billion, representing a 16% year-over-year enhance.
Trying forward, Roku is optimistic, projecting whole web income of $5.5 billion and gross revenue of $2.4 billion.
“In 2023, our precedence was to rightsize our price construction and attain adjusted EBITDA breakeven in 2024, and we achieved that objective a full yr forward of schedule,” Wooden instructed traders through the name yesterday afternoon. “Waiting for 2026 and past, we’re assured in our capability to maintain double-digit platform income progress whereas persevering with to develop profitability.”
