ROKU compared with SLAB: revenue, margins and what each company keeps, and the suppliers and customers both name

ROKURoku, Inc

Mkt capRevenueRevenue

SLABSilicon Laboratories Inc.

Mkt capRevenueRevenue

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ROKURoku, Inc

SLABSilicon Laboratories Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

SLAB: latest quarter is a loss; flow not drawable.Method ›

Price

rebased to 0%

ROKU, solidSLAB, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ROKU 15

AMZNAmazoncustomer

WMTWalmartcustomer

NFLXNetflixsupplier

TGTTargetcustomer

11 more · ROKU chain ›

Shared 0

No shared counterparties.

Only SLAB 4

ARWArrow Electronicscustomer

TSMTSMCsupplier

—Semiconductor Manufacturing International Corporation ("SMIC")unlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Edom Technology

unlistedcustomer

ROKURoku, Inc

155.45· pre 155.31· delayed

Mkt cap$23.2BRevenue$1.5BQ3 FY26Revenue$4.7BFY25

SLABSilicon Laboratories Inc.

222.35· pre 222.20· delayed

Pre-marketNov 2 '26delayed

Mkt cap$7.4BRevenue$228MQ2 FY26Revenue$785MFY25

Compare

Pre-marketNov 2 '26delayed

ROKURoku, Inc

SLABSilicon Laboratories Inc.

155.45pre 155.31delayed

Price

222.35pre 222.20delayed

$23.2B

Mkt cap

$7.4B

Q3 FY26$1.5B

Revenue

$228MQ2 FY26

FY25$4.7B

Revenue

$785MFY25

ROKU155.45vsSLAB222.35Pre-marketNov 2 '26delayed