From Nasdaq: 2025-06-16 11:55:00

Roku (NASDAQ: ROKU) shares surged 13% after teaming up with Amazon (NASDAQ: AMZN) for a new connected TV integration. Amazon DSP gives customers access to the largest connected TV footprint in the U.S. The partnership benefits advertisers, consumers, and both companies, potentially signaling a bright future for Roku stock.

Roku reaches 80 million U.S. households, representing over 80% of total connected TV homes. Early tests show Amazon DSP advertisers reached 40% more unique viewers and reduced repeat ad exposures by nearly 30%. This exclusive partnership is providing three times more value to Amazon connected TV advertisers, boosting the potential for Roku’s market success.

Despite Roku’s recent struggles, the platform remains a strong player in the connected TV market. Last year saw a revenue growth of 18% and beating earnings estimates in all four quarters. With engagement metrics on the rise, Roku’s guidance points towards profitability in the second half of this year, indicating a positive outlook for investors.

The recent Amazon deal serves as a wake-up call for Roku investors, showcasing the platform’s dominance in the smart TV operating system space. Ad budgets are shifting towards connected TV, benefiting Roku through increased marketing opportunities. The uptick in shares could mark the beginning of a larger rally for Roku’s stock performance.



Read more at Nasdaq: Is It Time to Believe in Roku Stock Again?