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

Roku shared its fourth-quarter earnings for 2025 this week, as well as some exciting plans in the pipeline. The company is rolling out new streaming bundles, expanding its $3 subscription service, Howdy, to more platforms, and partnering with more premium streaming services following the successful addition of HBO Max.

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.

“In 2023, our priority was to rightsize our cost structure and reach adjusted EBITDA breakeven in 2024, and we achieved that goal a full year ahead of schedule,” Wood told investors during the call yesterday afternoon. “Looking ahead to 2026 and beyond, we are confident in our ability to sustain double-digit platform revenue growth while continuing to grow profitability.”