Episode 131: Key Takeaways from Roku, Fubo, Amazon, Apple, and Harmonic's Q1 2025 Earnings

This week, we detail Roku's 16% YoY revenue growth, with streaming hours up 5.1B YoY. We also highlight Roku's announcement that more than a third of streaming households in the U.S. streamed monthly from its content row in Q1, with more than 125 million people streaming each day. We detail Fubo's earnings, with North American subscribers declining 2.7% YoY to 1.47M and a net profit of $188.5M for the quarter, driven by the positive impact of the Venu Sports litigation. Finally, we touch on revenue numbers tied to AWS and Harmonic, some new TikTok data, and why Nielsen's new Gauge chart tied to ad-supported streaming services is flawed and misrepresents the streaming market. Podcast produced by Security Halt Media