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, along with a clearer look at what it plans to roll out next. The company is preparing to launch new streaming bundles, expand its $3 subscription service, Howdy, to more platforms, and add additional premium streaming partners after seeing strong results from adding HBO Max.

Launching bundles in 2026 is a strategic step, especially as more viewers seek better-value options while subscription prices continue to rise across the streaming landscape. With many services raising rates in recent months, Roku is positioning itself as a home for cost-friendly deals. The boost Roku saw from HBO Max to its premium subscription growth has also prompted the company to continue adding more high-end partners, a move that could support platform expansion going forward.

Roku also highlighted Howdy, its ad-free subscription streaming service introduced last year. The company plans to extend Howdy beyond Roku’s platform, though it has not yet shared full rollout details. Roku CEO Anthony Wood said at CES last month that the intent is to make Howdy widely available, stating, “We want to distribute it everywhere.”

The earnings update also included usage milestones. Roku reported that users streamed 145.6 billion hours of video in 2025, a 15% increase from 2024. The company also noted that it is approaching 100 million streaming households, though it will report that figure less frequently going forward.

On the financial side, Roku posted a strong quarter and returned to profitability. The company reported net income of $80.5 million, a sharp turnaround from a $35.5 million loss in the same quarter last year. Total revenue for Q4 2025 reached $1.4 billion, representing a 16% year-over-year gain.

Looking ahead, Roku projected 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 company’s 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.”