Roku is launching streaming bundles as part of its efforts to continue increasing its profitability

Roku shared its Q4 2025 earnings this week, as well as some exciting plans in the works. 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 the bundles in 2026 is a smart move, as it could attract more viewers looking for attractive deals amid rising subscription prices. Many streaming platforms have increased their prices recently, and Roku aims to attract 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 tier partners, which will likely drive future growth.

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 have not been revealed, Roku CEO Anthony Wood said 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, representing a 15% increase from 2024. The company is also close to hitting 100 million streaming households, though it has decided to report that number less frequently.

Financially, Roku had an impressive quarter, reporting net income of $80.5 million, a rebound from a loss of $35.5 million in the same period last year. Total revenue for the fourth quarter of 2025 was $1.4 billion, representing a 16% increase year over year.

Looking to the future, Roku is optimistic, forecasting total net revenue of $5.5 billion and gross profit of $2.4 billion.

“In 2023, our priority was to improve 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 to 2026 and beyond, we are confident in our ability to maintain double-digit platform revenue growth while continuing to increase profitability.”