A key business risk is the failure to maintain a supply of quality video ad inventory. The company has no access to ad inventory on certain major apps like YouTube and may be unable to secure it from new ad-supported SVOD tiers, threatening a core part of its platform revenue model.
Filing excerpt
If we are unable to maintain an appropriate supply of quality video advertising inventory on our streaming platform or generate sufficient demand to effectively sell our available video advertising inventory, our business may be harmed.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Competitors
sec-10ksupplierConcentrationGet every 10-K signal for Roku and the companies you sell to, in the tools you already use.
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The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/a5a4f303-ee14-4979-aea5-85a5a80432e8 returns this record as JSON. POST /v1/companies/enrich returns every signal for roku.com.
{
"signal_id": "a5a4f303-ee14-4979-aea5-85a5a80432e8",
"signal_type": "sec-10k",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-02-17T06:34:57.302+00:00",
"company": {
"name": "Roku",
"domain": "roku.com"
},
"data": {
"detail": "A key business risk is the failure to maintain a supply of quality video ad inventory. The company has no access to ad inventory on certain major apps like YouTube and may be unable to secure it from new ad-supported SVOD tiers, threatening a core part of its platform revenue model.",
"summary": "Struggling to secure sufficient ad inventory, with no access to inventory on YouTube.",
"excerpts": "If we are unable to maintain an appropriate supply of quality video advertising inventory on our streaming platform or generate sufficient demand to effectively sell our available video advertising inventory, our business may be harmed.",
"relevance": 0.7,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1428439/000162828026008114/roku-20251231.htm",
"filing_date": "2026-02-13",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Risk management needed",
"signal_category": "market",
"competitors_mentioned": [
"YouTube"
],
"technologies_mentioned": [
"programmatic advertising"
]
}
}
curl https://signals.autobound.ai/v1/signals/a5a4f303-ee14-4979-aea5-85a5a80432e8 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"roku.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.