Roku, Inc. License — Total Content assets, net and advances decreased by 4.1% to $91.11M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 33.0%, from $136.00M to $91.11M. Over 2 years (FY 2023 to FY 2025), License — Total Content assets, net and advances shows a downward trend with a -19.4% CAGR.
An increase suggests aggressive investment in content expansion, while a decrease may indicate a shift in content strategy or accelerated amortization of existing assets.
Represents the total capitalized value of content rights, including licensed programming and original productions, net o...
Comparable to content asset balances at major streaming services and media conglomerates like Netflix or Disney.
roku_segment_license_total_content_assets_net_and_advances| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $243.23M | $213.95M | $195.34M | $137.22M | $148.78M | $145.92M | $143.38M | $159.93M | $152.85M | $136.00M | $119.66M | $100.91M | $95.02M | $91.11M |
| QoQ Change | — | -12.0% | -8.7% | -29.8% | +8.4% | -1.9% | -1.7% | +11.5% | -4.4% | -11.0% | -12.0% | -15.7% | -5.8% | -4.1% |
| YoY Change | — | — | — | — | -38.8% | -31.8% | -26.6% | +16.5% | +2.7% | -6.8% | -16.5% | -36.9% | -37.8% | -33.0% |