Roku and Netflix are major players in the ongoing shift from traditional cable to streaming services, with Netflix boasting over 301.6 million paid subscribers globally as of Q3 2025, while Roku connects 85.5 million streaming households in the U.S. Roku recorded 32 billion streaming hours in the same period, leveraging its platform-agnostic model to monetize viewer engagement effectively.
Netflix focuses on a content-first approach, with a projected 2026 EPS of $3.21, up 26.93% year-over-year. In contrast, Roku’s Zacks Consensus Estimate for the same year is $1.21, indicating a staggering 265.6% growth. In the past six months, Roku shares have risen by 12.6%, while Netflix has dropped 22.6%, reflecting investor preference for Roku’s asset-light model amidst Netflix’s high debt of approximately $14.5 billion.
Currently, Roku is rated as a Zacks Rank #2 (Buy), whereas Netflix holds a Zacks Rank #3 (Hold). The contrast between Roku’s efficient monetization and Netflix’s capital-intensive strategy positions Roku as potentially better suited for investors looking to capitalize on the streaming trend.
