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Discontinued — last reported Q3 '25

Business Segments · Concentration risk

Platform — Concentration risk

Roku, Inc. Platform — Concentration risk remained flat by 0.0% to 13.0% in Q3 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from 13.0% to 13.0%. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ1 2015
Last reportedQ3 2025Oct 31, 2025

How to read this metric

A decrease indicates a more diversified and resilient revenue base, reducing operational risk.

Detailed definition

Measures the dependency of the platform segment on a limited number of customers, advertisers, or content partners for a...

Peer comparison

Often disclosed as 'Customer Concentration' or 'Major Customer Risk' in SEC filings.

Metric ID: roku_segment_platform_concentration_risk

Historical Data

10 periods
 Q3 '21Q1 '23Q2 '23Q3 '23Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25
Value10%14%13%13%10%13%1%13%13%13%
QoQ Change+40.0%-7.1%+0.0%-23.1%+30.0%-92.3%>999%+0.0%+0.0%
YoY Change-23.1%+0.0%+30.0%+0.0%
Range1%14%
CAGR+12.4%
Avg YoY Growth+1.7%
Median YoY Growth+0.0%
Current Streak3 quarters growth

Frequently Asked Questions

What is Roku, Inc.'s platform — concentration risk?
Roku, Inc. (ROKU) reported platform — concentration risk of 13.0% in Q3 2025.
How has Roku, Inc.'s platform — concentration risk changed year-over-year?
Roku, Inc.'s platform — concentration risk decreased by 0.0% year-over-year, from 13.0% to 13.0%.
What does platform — concentration risk mean?
The level of revenue reliance on a small group of key partners or customers.