Discontinued — last reported Q4 '25
Devices — Concentration risk
Roku, Inc. Devices — Concentration risk decreased by 96.6% to 1.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from 1.0% to 1.0%. Over 4 years (FY 2021 to FY 2025), Devices — Concentration risk shows an upward trend with a 25.9% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
A lower value indicates a more diversified and resilient business model, while a higher value signals increased vulnerability to specific partner disruptions.
Detailed definition
A measure of the dependency of the hardware segment on a limited number of customers, suppliers, or distribution channel...
Peer comparison
Commonly monitored in manufacturing and retail-heavy tech firms to evaluate supply chain and sales channel robustness.
roku_segment_devices_concentration_riskHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 8.8% | 8.8% | 8.8% | 37% | 32% | 34% | 4% | 38% | 45% | 37% | 1% | 29% | 29% | 25% | 1% | 28% | 30% | 29% | 1% |
| QoQ Change | — | +0.0% | +0.0% | +322.9% | -13.5% | +6.3% | -88.2% | +850.0% | +18.4% | -17.8% | -97.3% | >999% | +0.0% | -13.8% | -96.0% | >999% | +7.1% | -3.3% | -96.6% |
| YoY Change | — | — | — | — | +265.7% | +288.6% | -54.3% | +2.7% | +40.6% | +8.8% | -75.0% | -23.7% | -35.6% | -32.4% | +0.0% | -3.4% | +3.4% | +16.0% | +0.0% |
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Frequently Asked Questions
- What is Roku, Inc.'s devices — concentration risk?
- Roku, Inc. (ROKU) reported devices — concentration risk of 1.0% in Q4 2025.
- How has Roku, Inc.'s devices — concentration risk changed year-over-year?
- Roku, Inc.'s devices — concentration risk decreased by 0.0% year-over-year, from 1.0% to 1.0%.
- What is the long-term trend for Roku, Inc.'s devices — concentration risk?
- Over 4 years (2021 to 2025), Roku, Inc.'s devices — concentration risk has grown at a 25.9% compound annual growth rate (CAGR), from 35.0% to 88.0%.
- What does devices — concentration risk mean?
- The degree to which the hardware business relies on a small number of key partners or customers.