Roku reported 36.5 billion streaming hours for Q3 2025, up 4.5 billion from the previous year, highlighting the platform’s growing engagement. The Zacks Consensus Estimate for Q4 2025 projects 38.72 billion streaming hours, indicating a year-over-year increase of 13.55%. Roku’s expanded content offerings, including binge-worthy channels and original series, are key drivers of this growth.
In the competitive streaming landscape, Roku faces challenges from Netflix, which focuses primarily on subscriptions, and Amazon, which enhances advertising through retail data. However, Roku has gained a 32.7% share price increase over the last six months, contrasting with a decline in the Zacks Broadcast Radio and Television industry. Roku’s current Price/Sales ratio stands at 3.05, compared to the industry average of 4.3.
For its upcoming Q4 earnings, Roku estimates a profit of 28 cents per share, a notable improvement from a loss of 24 cents per share in the same quarter last year.
