ROKU, INC: directors' dealings · United States · SEC (Form 4)

About ROKU, INC

Roku, Inc. is a U.S.-based technology company listed on the NASDAQ (United States) and focused on the streaming-TV ecosystem. Founded by Anthony Wood in October 2002, the company started as Roku LLC and was converted into Roku, Inc. in February 2008. Its headquarters are in San Jose, California, in the heart of Silicon Valley. Roku has built a leading position in connected television by combining a software platform for streaming, streaming players, Roku TV devices, and, more recently, smart-home products. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htm?utm_source=openai)) Roku’s business model is now organized around three reportable segments as of the first quarter of 2026: Advertising, Subscriptions, and Devices. That structure reflects the company’s evolution from a hardware-led business into a platform-led monetization model. Roku generates value through advertising, content distribution, subscriptions, and related services while still selling connected-TV hardware. Its platform helps consumers access free and paid content, live TV, news, sports, movies, and TV series. The company also sells adjacent smart-home products, including security cameras, video doorbells, lighting, plugs, and related devices. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htm?utm_source=openai)) From a competitive standpoint, Roku benefits from a strong consumer brand and a large installed base in streaming television, with especially solid traction in North America. Roku states that it is the No. 1 TV streaming platform in the U.S., Canada, and Mexico by hours streamed, based on Hypothesis Group. For investors, the key strategic point is that Roku sits at the intersection of media, digital advertising, and consumer hardware, giving it a hybrid profile that competes with streaming platforms, smart-TV makers, and ad-tech ecosystems. ([roku.com](https://www.roku.com/en-us/about/company?utm_source=openai)) Recent developments point to continued ecosystem expansion. In 2026, Roku announced new content and distribution partnerships, including the addition of Apple TV to Premium Subscriptions and the launch of Howdy on Prime Video. The company also continued its regular investor communications around quarterly results and strategy. In its first-quarter 2026 update, Roku noted that its Smart Home products are sold exclusively in the United States, underscoring a domestic concentration in that product line even though its streaming platform has a broader North American footprint. ([roku.com](https://www.roku.com/investor?utm_source=openai)) For equity investors, Roku should be viewed as a growth company leveraged to connected-TV advertising, OTT content consumption, and the secular shift of media budgets toward the smart-TV screen.