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 Record on Roku, and the casebook each one belongs to.
| Fork date | Decision type | The story | Casebook |
|---|---|---|---|
| 2026 | Moat Anatomy | 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