In recent days, Roku expanded its content library by adding 12 new free channels to The Roku Channel, featuring shows from PBS, the BBC, and more, while also rolling out upgrades to its mobile app and extending international premium subscriptions.
This push to enhance ad-supported and premium content demonstrates Roku’s intent to diversify its streaming offering and attract a broader range of viewers globally.
We’ll explore how Roku’s ongoing content expansion and wider channel mix could influence analyst expectations around its platform growth and future profitability.
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To be a Roku shareholder, you need to believe the company can keep growing its active user base and monetizing through advertising and premium content, even as competition in streaming devices and smart TV operating systems remains fierce. The addition of 12 new free channels and mobile app upgrades could help support platform growth, but the effect on Roku’s most important short-term catalyst, accelerating active account and engagement growth, may not be material in isolation, given broader market pressures. However, the risk of deepening hardware commoditization and increased competition remains top of mind for many investors.
The recent launch of Premium Subscriptions in Mexico is especially relevant, as it marks Roku’s first international premium content expansion. This move aligns with ongoing efforts to diversify revenue and strengthen the platform’s value proposition, tying back to the catalyst of growing global user engagement and advertising share. But compared to these growth opportunities, one area that shouldn’t be ignored is…
Read the full narrative on Roku (it’s free!)
Roku’s outlook anticipates $6.1 billion in revenue and $372.1 million in earnings by 2028. This is based on an expected annual revenue growth rate of 11.4% and an increase in earnings of $433.6 million from the current -$61.5 million.
Uncover how Roku’s forecasts yield a $110.67 fair value, a 19% upside to its current price.
ROKU Community Fair Values as at Nov 2025
Eleven fair value estimates from the Simply Wall St Community for Roku range from US$84.40 to US$154.62, reflecting very different outlooks. While many anticipate platform growth as streaming accelerates, consider how hardware commoditization could weigh on future revenue and engagement, review more opinions to gain a fuller picture.
Explore 11 other fair value estimates on Roku – why the stock might be worth as much as 66% more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ROKU.
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