| Stage | ROKU | % of rev | AMZN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.5B | 100.00% | $202B | 100.00% | AMZN ×134.45 |
| Gross profit | $649M | 43.18% | $77.4B | 38.31% | ROKU +4.9pp |
| Operating income | $164M | 10.92% | $28.1B | 13.90% | AMZN +3.0pp |
| Pre-tax income | $187M | 12.47% | $26.9B | 13.31% | AMZN +0.8pp |
| Net income | $183M | 12.21% | $20.7B | 10.24% | ROKU +2.0pp |
| Stage | ROKU | AMZN | Gap · A − B |
|---|---|---|---|
| Revenue | $1.5B100.00% | $202B100.00% | AMZN ×134.45 |
| Gross profit | 43.18%$649M | 38.31%$77.4B | ROKU +4.9pp |
| Operating income | 10.92%$164M | 13.90%$28.1B | AMZN +3.0pp |
| Pre-tax income | 12.47%$187M | 13.31%$26.9B | AMZN +0.8pp |
| Net income | 12.21%$183M | 10.24%$20.7B | ROKU +2.0pp |
ROKU · ADEA 10-KFeb 26 '26
“Select customers include LG, Panasonic, Roku, Samsung, Sharp, Canon and TCL.”
AMZN · ADEA 10-KFeb 26 '26
“The increase in revenue during the year ended December 31, 2025, as compared to the prior year, was primarily attributable to the execution of a new long-term license agreement with Disney in the fourth quarter of 2025, partially offset by a multi-year license agreement with Amazon in the fourth quarter of 2024.”
ROKU · DV 10-KFeb 26 '26
“● CTV : Amazon, Netflix, Disney+, Hulu and Roku”
AMZN · DV 10-KFeb 26 '26
“● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt”
ROKU · AMCX 10-KFeb 11 '26
“digital streaming platforms such as Amazon Prime Video Channels, Apple TV Channels and The Roku Channel.”
AMZN · AMCX 10-KFeb 11 '26
“digital streaming platforms such as Amazon Prime Video Channels, Apple TV Channels and The Roku Channel.”
ROKU · CURI 10-KMar 12 '26
“We have executed a number of distribution and licensing agreements with MVPDs, vMVPDs and digital distributors including Amazon.com, YouTube TV, Roku, Comcast, Cox Communications, Sling TV, Dish and others, as well as with our Bundled Distribution partners, including FuboTV and Izzi, among others.”
AMZN · CURI 10-KMar 12 '26
“We have executed a number of distribution and licensing agreements with MVPDs, vMVPDs and digital distributors including Amazon.com, YouTube TV, Roku, Comcast, Cox Communications, Sling TV, Dish and others, as well as with our Bundled Distribution partners, including FuboTV and Izzi, among others.”
ROKU · CNVS 10-KJun 26 '26
“o Accelerating the Company's device and platform reach and further establishing key strategic advantages through expanded partnership deals with connected streaming TV companies including Amazon, Samsung, Roku, YouTube TV and Vizio, as well as large OEMs, cable companies and technology platforms including LG, Sling TV, and others; and o Licensing film and TV content to leading players in OTT streaming ecosystem with Amazon, Apple, Netflix and Google.”
AMZN · CNVS 10-KJun 26 '26
“We collaborate with producers, major brands and other content owners to market, source, curate and distribute quality content to targeted audiences through (i) existing and emerging digital home entertainment platforms, including but not limited to Apple iTunes, Amazon Prime, Netflix, Hulu, Xbox, Pluto, and Tubi, as well as (ii) physical goods, including DVD and Blu-ray Discs.”
ROKU · BODI 10-KMar 10 '26
“BODi content is available on the web as well as the Beachbody Bike touchscreen, iOS, Android, Roku, Apple TV, Fire TV and Chromecast.”
AMZN · BODI 10-KMar 10 '26
“BODi content is available on the web as well as the Beachbody Bike touchscreen, iOS, Android, Roku, Apple TV, Fire TV and Chromecast.”