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Roku10-Q: Market share loss

Roku cites intense competition from Amazon, Apple, Google, Samsung, and major pay TV operators.

What happened

The company is facing significant competitive pressure across devices, platforms, and advertising from some of the world's largest technology and media companies. This intense competition could make Roku more receptive to solutions that enhance their user experience, improve ad-tech efficiency, or create a competitive moat.

Source

SEC EDGARMay 1, 2026

Quarterly report (Form 10-Q)

Roku 10-Q

Filing excerpt

We face competition from a variety of other companies, including those with significant resources and brand recognition, such as Amazon, Apple, and Google, which manufacture and sell their own streaming devices and have their own streaming platforms; TV brands, such as Samsung, Vizio, and LG, which have their own smart TV platforms; and pay TV operators, such as Comcast, Charter, and other pay TV operators, which offer their own streaming products. We also compete with video game consoles from companies such as Microsoft and Sony.

sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htmRead the full source

Other signals in this filing (6)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 1, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1428439
Accession number
0001628280-26-029310
Filing year
2026
Fiscal year
0
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • streaming devices
  • streaming platforms
  • smart TV platforms

Competitors

  • Amazon
  • Apple
  • Google
  • Samsung
  • Vizio
  • LG
  • Comcast
  • Charter

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
marketShareLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/593ad368-9635-4925-8a92-aec3df7c4e8d returns this record as JSON. POST /v1/companies/enrich returns every signal for roku.com.

{
  "signal_id": "593ad368-9635-4925-8a92-aec3df7c4e8d",
  "signal_type": "sec-10q",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-05-05T08:48:22.807+00:00",
  "company": {
    "name": "Roku",
    "domain": "roku.com"
  },
  "data": {
    "detail": "The company is facing significant competitive pressure across devices, platforms, and advertising from some of the world's largest technology and media companies. This intense competition could make Roku more receptive to solutions that enhance their user experience, improve ad-tech efficiency, or create a competitive moat.",
    "summary": "Roku cites intense competition from Amazon, Apple, Google, Samsung, and major pay TV operators.",
    "excerpts": "We face competition from a variety of other companies, including those with significant resources and brand recognition, such as Amazon, Apple, and Google, which manufacture and sell their own streaming devices and have their own streaming platforms; TV brands, such as Samsung, Vizio, and LG, which have their own smart TV platforms; and pay TV operators, such as Comcast, Charter, and other pay TV operators, which offer their own streaming products. We also compete with video game consoles from companies such as Microsoft and Sony.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htm",
    "filing_date": "2026-05-01",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "competitors_mentioned": [
      "Amazon",
      "Apple",
      "Google",
      "Samsung",
      "Vizio",
      "LG",
      "Comcast",
      "Charter"
    ],
    "technologies_mentioned": [
      "streaming devices",
      "streaming platforms",
      "smart TV platforms"
    ]
  }
}

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