Roku to launch streaming bundles as part of its efforts to continue growing its profitability | TechCrunch

"Launching bundles in 2026 is a smart move, as it could attract more viewers looking for enticing deals amid rising subscription prices. Many streaming platforms have been increasing their rates recently, and Roku aims to appeal to cost-conscious consumers. The positive impact of HBO Max on Roku's premium subscriptions has encouraged the company to continue this strategy by adding more top-tier partners, which is likely to drive growth going forward."

"Additionally, Roku launched its ad-free subscription streaming service, Howdy, last year and plans to expand its availability beyond the Roku platform. While specific details remain undisclosed, Roku CEO Anthony Wood stated at CES last month that the goal is to distribute Howdy widely, saying, "We want to distribute it everywhere." Other highlights include Roku users streaming 145.6 billion hours of video in 2025, marking a 15% increase from 2024."

"The company is also nearing the milestone of 100 million streaming households, though it has decided to report this figure less frequently. Financially, Roku delivered an impressive quarter, posting net income of $80.5 million, a rebound from a $35.5 million loss in the same period last year. Total revenue for Q4 2025 reached $1.4 billion, representing a 16% year-over-year increase. Looking ahead, Roku is optimistic, projecting total net revenue of $5.5 billion and gross profit of $2.4 billion."

Roku plans to launch streaming bundles in 2026 to attract cost-conscious viewers amid rising subscription prices and to offer more compelling deals. Roku is expanding its $3 ad-free subscription service, Howdy, beyond the Roku platform with a stated goal to distribute it widely. Roku added HBO Max and plans to add more premium streaming partners to boost premium subscriptions. Roku users streamed 145.6 billion hours of video in 2025, up 15% year-over-year. The company is approaching 100 million streaming households while reporting that metric less frequently. Q4 2025 net income was $80.5 million on $1.4 billion revenue, and Roku projects 2026 revenue of $5.5 billion and gross profit of $2.4 billion.

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