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Sankey diagram of Roku, Inc.. A complete text table follows the diagram.
Low-margin televisions and players expand the installed footprint; advertising and subscriptions monetize viewing after the screen enters the home.
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Every Sankey value reproduces the filing's disaggregated revenue table. Gross profit and engagement metrics are context and are not represented as additional revenue flows.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Roku streaming ecosystem | 1 | $1.2B | $1.249B quarterly net revenue |
| Platform advertising | 2 | $613M | Video ads and platform monetization |
| Platform subscriptions | 2 | $519M | Roku-billed and owned subscriptions |
| Devices | 2 | $118M | TVs, players and smart-home hardware |
| From | To | Value |
|---|---|---|
| Roku streaming ecosystem | Platform advertising | $613M |
| Roku streaming ecosystem | Platform subscriptions | $519M |
| Roku streaming ecosystem | Devices | $118M |