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Roku Inc. reported a significant 18% year-over-year revenue increase, reaching $975 million in Q2 2025. This growth is attributed to its strategic pivot towards advertising innovation, particularly through the self-service Roku Ads Manager, which aims to capture performance advertising budgets historically dominated by social media and search.
Roku is enhancing its advertising capabilities by integrating with major Demand-Side Platforms (DSPs) such as Amazon and The Trade Desk, leveraging a base of over 90 million logged-in households for precise targeting. The platform’s revenue for Q3 2025 is projected at $1.04 billion, marking a 16% increase year-over-year.
However, Roku faces growing competition from Disney and Netflix, both expanding their advertising strategies. Roku’s share price has risen by 32.1% year-to-date, trailing slightly behind the industry growth of 32.7%.
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