Company profile
- Industry
- Streaming media
- Founded
- 2002
- Headquarters
- San Jose, United States
- Ownership
- Publicly traded
Profiles are auto-generated and infrequently updated.
Decisions on record
One verified Decision Case on Roku, and the casebook each one belongs to.
| Fork date | Decision type | What Roku chose | Where it stood | The story | Casebook |
|---|---|---|---|---|---|
| 2026 | Moat Anatomy | Sell to Fox | Too early to call | Read the story → | Moat Anatomy Casebook → |
Run one of these yourself
The decisions Roku faced, as kits you can run.
Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.
The analyses
The Loss Leader · Business Model
Roku Loses Money on Every Box It Sells. That's the Plan, and It's Working.
In 2024 Roku's hardware lost $80M — devices cost more to make than they sold for. That's not a stumble; it's the point. The box is bait. The $1.9B in platform profit at a 53.5% margin is the catch.
7 min
Moat Anatomy · Moat & Competition
Roku's Whole Moat Was Standing in the Middle. Then a Content Owner Bought the Middle.
Roku sold itself as the neutral road every streamer drove on, treating Netflix and Disney+ the same. In June 2026 Fox agreed to buy it for ~$22 billion in enterprise value - and the moment a content owner takes the wheel, neutrality stops being an asset and becomes a liability.
8 min
Tools to try
- Ansoff move finderFramework: Ansoff Matrix
- Business model canvas builderFramework: Business Model Canvas
- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
More from Stratrix
The Business Model Wizard
Make the seven choices that define your model, test your numbers against real companies, and meet the rival AI would build against you.
Free · about twelve minutesBuild your Model Thesis →Test a decision, free
Set a live decision against the companies that made it before you.
AcquisitionsThe Distance TestDivestituresThe Divestiture TestDiversificationThe Diversification TestMake or buyThe Make-or-Buy TestStratrix Team
Every Casebook, three Strategy Packs a seat each year and Ask Stratrix, for teams that face these decisions all year.
$1,999 a year · $499 a seatWhat is included →New analyses, by email
The defining moves in business, and what they teach, as they publish.