Platform revenue is growing at approximately 20% year-over-year, driven by both advertising and subscription activities, excluding political and recent acquisitions.
Investments in subscriptions since late 2023 are yielding results, with both advertising and subscription businesses maintaining double-digit growth.
New ad products and integrations, especially with demand-side platforms (DSPs), are expanding advertising opportunities.
The company expects continued double-digit platform revenue growth across both major business lines.
The connected TV (CTV) advertising market is rapidly expanding, with a shift from linear to digital and a total addressable market of about $90 billion.
The company leverages its scale, with over 50% penetration in U.S. broadband households, to capture growing CTV ad spend.
Programmatic ad buying is becoming dominant due to its efficiency and measurability, and the company is well-positioned due to broad DSP integrations.
Integration with Amazon's DSP is unique, leveraging first-party data from both parties to enhance ad performance.
The platform offers both ultra-premium and standard ad placements, providing flexibility and resilience to market shifts.
The self-serve Ads Manager product targets SMBs, enabling them to easily create and measure CTV campaigns, aided by generative AI for content creation.
Barriers for SMBs to enter CTV advertising have been removed, leading to rapid growth in this segment.
Ads Manager is showing sequential monthly improvements in revenue and advertiser engagement, with high expectations for future contribution.
The company is investing in R&D and marketing to further grow SMB adoption.
SMB advertising is growing faster than the overall platform business and is expected to become a significant revenue contributor.
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Roku, founded in 2002, is a leading streaming platform with a vast range of entertainment offerings. With millions of active users across the United States and international markets, the company has been able to generate significant revenue through various business segments.
Roku's primary revenue stream comes from the sales of its devices, which allow users to stream their favorite TV shows, movies, and other content. Roku offers a wide range of devices, including streaming sticks, set-top boxes, and smart TVs. The company also generates revenue through its licensing program, which allows third-party manufacturers to use Roku's operating system in their devices. Other public companies in the streaming industry include Netflix, Amazon, and Disney.
Roku's advertising business has become a growing revenue stream for the company. With a focus on providing targeted advertising, Roku has been able to attract advertisers looking to reach specific audiences. Roku's advertising platform, Roku Ad Insights, provides advertisers with data on their campaigns' performance.
Roku's content distribution business has become an emerging revenue driver for the company. With a focus on providing content to its users, Roku has been able to tap into the growing streaming market. The company has also partnered with other content providers to offer end-to-end content distribution solutions, which has helped it gain market share. Roku has launched several content distribution initiatives, including the Roku Channel, which provides users with free, ad-supported content.
Roku was the first company to introduce a streaming player in 2008, revolutionizing the way people watch TV.
The Roku Channel is one of the fastest-growing channels on the platform, providing users with free, ad-supported content.
Roku has a vast library of channels and content, with over 500,000 movies and TV episodes available.
The company has been consistently ranked as one of the fastest-growing companies in the world.
Roku's streaming devices are among the most popular devices on the market, with over 54 million active accounts as of Q1 2021.
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