: The company surpassed the 100 million streaming households milestone in early 2026. It now controls over 44% of U.S. streaming hours , making it an indispensable gatekeeper for advertisers.
: The Roku Channel reached a 6.3% share of U.S. TV streaming in late 2025, cementing its spot as the #2 free streaming app by usage. The launch of its own ads manager and AI-driven content discovery is expected to further boost ad monetization. The Bear Case: High Expectations & Stiff Competition is roku stock worth buying