"Roku saw platform revenue, a segment of the business that includes advertising, rise 18% year over year to a record $1.22 billion in Q4, according to an earnings statement. Platform revenue grew at the same rate for the full year 2025, to $4.15 billion, driven by momentum in video advertising and streaming distribution. Roku claims its video advertising gains outpaced the broader over-the-top and digital ad markets in the U.S. last year, citing Standard Media Index data."
"Roku pointed to generative artificial intelligence tools and partnerships like one with Spaceback, which converts social video into TV ads, as accelerants for Ads Manager's growth. "AI is opening the entire new market of small and medium-sized businesses, which we're addressing with Ads Manager," said Wood. "I mean, that's an entire new segment in the ad business that was not accessible to TV platforms before but is now because of AI.""
Roku's platform revenue rose 18% year over year to $1.22 billion in Q4 and grew 18% for full-year 2025 to $4.15 billion, driven by video advertising and streaming distribution. Roku reports video advertising gains outpaced broader over-the-top and digital ad markets in the U.S., citing Standard Media Index data. The company positions itself as capturing ad dollars shifting from traditional linear TV into streaming. Roku is the No. 1 streaming TV platform in the U.S., Canada and Mexico by hours streamed. Ads Manager scaled toward small- and mid-sized businesses, with LolaVie reporting a 40% lift in sales from its first TV campaign. SMB ad spend is estimated at $640 billion, and generative AI tools and partners like Spaceback are cited as accelerants for Ads Manager growth.
Read at Marketing Dive
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