Roku Shines in Q1 2025: Programmatic Ads and The Roku Channel Drive 16% Revenue Surge

8 months ago

LongYield

"ROKU (earnings update): Strong Q1 with $1,021M rev (+16% YoY), Platform $881M (+17%), Devices $140M (+11%). Platform GM stable at 52.7%, device margins negative. GAAP net loss $25M, Adj EBITDA $70M. Roku Channel now #2 US app, streaming +84% YoY. Programmatic ads growing. Frndly TV acquisition ($185M) to be EBITDA accretive. 40% US smart TV share. 2025 guidance: $4.55B rev, $350M EBITDA."

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