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What smart money is saying about Roku, Inc.United States flag

ROKU · Communication Services · Entertainment · Market cap $16.06B

2 funds in our archive have pitched Roku, Inc. — most recently Saga Partners in December 2025.

Company profile

Roku, Inc., together with its subsidiaries, operates a TV streaming platform. The company operates in two segments, Platform and Player. Its platform allows users to discover and access various movies and TV episodes, as well as live TV, news sports, shows, and others. As of December 31, 2021, the company had 60.1 million active accounts. It also provides digital and video advertising, content distribution, subscription, and billing services, as well as other commerce transactions, and brand sponsorship and promotions; and manufactures, sells, and licenses smart TVs under the Roku TV name. In addition, the company offers streaming players, and audio products and accessories under the Roku brand name; and sells branded channel buttons on remote controls of streaming devices. It provides its products and services through retailers and distributors, as well as directly to customers through its website in the United States, Canada, the United Kingdom, France, Mexico, Brazil, Chile, Peru, North and South Americas, and Europe. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.

Fund coverage · 2 theses

  • Saga Partners
    December 2025

    Roku is a leading connected TV operating system leveraging engagement, data, and ad inventory to capture the shift of TV viewing and advertising to streaming.

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  • RGA Investment Advisors
    June 2025

    Roku Inc. is positioned for growth with a solid installed base, improved advertising strategies, and a commitment to generating GAAP operating profit by 2026, despite market fears related to competition and external factors.

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