Roku’s SaaS platform situates itself between the company and the end-user and provides data science for marketing purposes. Via a purpose-built operating system, Roku controls the home screen of more than 43 million households and has about a 33% market share in North America.
It is making money when services are considered by users. In Q3/20, average revenue per user was at USD 24 (trailing 12 months). This revenue is a function of engagement and advertising rates.