"The company posted solid results for Q3 2025 on Thursday. Platform revenue grew 17% year over year in Q3, from $908 million to $1.06 billion. This marks the first time Roku has cracked the billion-dollar mark with platform revenue in 2025, with the last time being in Q4 2024. Overall, revenue for Q3 increased 14% YOY, from $1.06 billion in 2024 to $1.21 in 2025."
"Just like last quarter, video advertising has continued to grow faster than the OTT and digital ad markets, according to Roku's quarterly letter to shareholders. The letter also states that this growth primarily stems from new integrations with third-party DSPs, including a partnership with Amazon DSP that was announced in June, as well as strong momentum within the relatively new Roku Ads Manager."
Platform revenue grew 17% year-over-year to $1.06 billion in Q3 2025, surpassing $1 billion for the first time in 2025. Overall revenue rose 14% to $1.21 billion. The platform outlook was raised to 17% growth for the full year, and leadership expressed confidence in sustaining double-digit growth into 2026 while noting many initiatives remain in early stages. Video advertising grew faster than OTT and digital ad markets, driven by integrations with third-party DSPs including Amazon DSP and strong momentum in the Roku Ads Manager, which attracted 90% new advertisers in Q3. Performance marketers from DTC ecommerce, gaming, and mobile apps are becoming increasingly important.
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