Roku’s Expanding FAST and Commerce Partnerships Could Be A Game Changer For Roku (ROKU)
Roku is experiencing rapid growth in engagement and reach, with The Roku Channel gaining a 3% share of U.S. TV viewing and its platform expanding to 90 million streaming households, supported by new distribution partnerships. The company is actively pursuing free ad-supported streaming TV (FAST), AI-driven personalization, and commerce-enabled programming to diversify revenue streams. This strategy aims to leverage increasing viewership despite ongoing advertising monetization pressures, potentially reshaping Roku's investment narrative for long-term investors.
https://www.sahmcapital.com/news/content/rokus-expanding-fast-and-commerce-partnerships-could-be-a-game-changer-for-roku-roku-2026-01-23