| Stage | ROKU | % of rev | CMCSA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.4B | 100.00% | $29.3B | 100.00% | CMCSA ×21.63 |
| Gross profit | $674M | 49.73% | $21.8B | 74.35% | CMCSA +24.6pp |
| Operating income | $146M | 10.79% | $5.3B | 18.16% | CMCSA +7.4pp |
| Pre-tax income | $169M | 12.50% | $4.4B | 15.18% | CMCSA +2.7pp |
| Net income | $164M | 12.12% | $3.4B | 11.48% | ROKU +0.6pp |
| Stage | ROKU | CMCSA | Gap · A − B |
|---|---|---|---|
| Revenue | $1.4B100.00% | $29.3B100.00% | CMCSA ×21.63 |
| Gross profit | 49.73%$674M | 74.35%$21.8B | CMCSA +24.6pp |
| Operating income | 10.79%$146M | 18.16%$5.3B | CMCSA +7.4pp |
| Pre-tax income | 12.50%$169M | 15.18%$4.4B | CMCSA +2.7pp |
| Net income |
| 12.12%$164M |
| 11.48%$3.4B |
| ROKU +0.6pp |
ROKU · ADEA 10-KFeb 26 '26
“Select customers include LG, Panasonic, Roku, Samsung, Sharp, Canon and TCL.”
CMCSA · ADEA 10-KFeb 26 '26
“Customers typically pay us a monthly per-subscriber fee and include many of the leading MVPDs and virtual MVPDs such as Charter, Comcast (including Sky), Cox, DISH Network (including Sling TV), Google (including YouTube TV), Hulu + Live TV, Optimum (formerly Altice USA), Verizon and Vodafone.”
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.”
CMCSA · 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.”