Roku Stock Analysis: Buy or Sell in 2025?

Roku's rollercoaster ride hits another inflection point as streaming wars intensify. The platform that once dominated connected TV now faces brutal competition from tech giants and legacy media players alike.

Bull Case: Dominant Market Position

Still commands over 25% of US streaming time despite mounting pressure. Active accounts keep growing—even if slower than pandemic peaks. Advertising revenue per user shows resilience as targeted capabilities improve.

Bear Case: Profitability Pressure

Hardware margins remain razor-thin while content acquisition costs skyrocket. Big Tech's deep pockets threaten to outspend Roku on exclusive content and features. International expansion burns cash with questionable returns.

The Bottom Line

This isn't for faint-hearted investors—it's a bet on whether Roku can outmaneuver trillion-dollar competitors with better technology and sharper execution. Because nothing says 'solid investment' like trying to beat Amazon and Google at their own game while burning cash.