1. Powering the Future of TV
Andrew Ferrone | VP Pay TV

2. All TV (and ads) will be streamed Roku OS is leading the way
The transition is underway
All TV (and ads) will be streamed
Modern software video platforms will power TV
Roku OS is leading the way

3. OTT subscriptions growing in Central America
Source: Dataxis Pay TV y OTT en América Central, June 2016

4. Three paths to customers
Roku Players
(Retail sales)
Roku TVs
(Licensed)
Roku Powered Solutions
(Licensed)

5. Significant reach and scale
10M
Active accounts 10
Countries
10M accounts is across all 10 countries – not U.S. only
Active accounts are as of 3/31/16 and include accounts that streamed in the prior 30 days

6. Highly engaged user base - leading all streaming players and smart TVs
More than double the usage of Google or Amazon or Apple
Self-reported Aggregate Weekly Hours (Mil) of US Internet Video Consumption by Device
Source: The NPD Group, Inc. / Roku Streaming Leadership Study Q Based upon self-reported device ownership and claimed usage among owners of each device from a survey of 6120 US consumers

7. Roku devices now available in retail in Mexico
We just launched our retails business October last year, and we are very exited the results and how well the consumers have responded to our brand. We started with a few selected retailers and given the great success we continued to add new partners and right now our products are available in over 700 store fronts.
Nationwide presence with over 80 % retail coverage

8. 5 Roku TV brands and 60 SKUs planned in 2016
Roku TV brands today
5 Roku TV brands and 60 SKUs planned in 2016
…plus regional stores
TCL coming to Mexico this year.

9. U.S. smart TV market share
Roku TV gained significantly 8%
in 2015 0%
in 2014
Source: IHS and Roku data

10. A comprehensive platform
One OS
Lower BOM costs
Promotion & Ads
Channel store
Tools
Search & Discovery
Mobile integration
Integrated billing

11. Solutions for service providers

12. Leading choice for operators
Custom co-branded solutions
Sky Germany, Austria, Italy
Sky UK
Telstra Australia
U.S.

13. Time Warner Cable TV on Roku
More than 300 linear channels
5000+ VOD titles
Available to TWC triple play subscribers
On top of their internet service, customers can pick up a "Starter" TV package for an extra $10 per month. Another option that adds Showtime and Starz will be available for $20 per month, and for those who want all the usual channels but without a cable box, a Standard option with Showtime and Starz costs $50 per month.
Broadcast Nets, WGN, and other free to air.
Standard = 70 channels

14. The Roku Powered program
Roku licenses the Roku platform to pay TV operators so they many
market and sell their own branded streaming players based on the
market leading Roku software platform and device designs.

15. Now TV – Sky UK
“[The Now TV box] launched in July 2013 quickly became the most popular way for customers to enjoy NOW TV over any other device.” – Sky, June 2015

16. 90% of Now TV subscribers had never considered a Sky service before
Now TV – Sky UK
90% of Now TV subscribers had never considered a Sky service before
*Source: Sky June 2015

17. Over 40% of Now TV subscribers also subscribe to Netflix or Amazon
Now TV – Sky UK
Over 40% of Now TV subscribers also subscribe to Netflix or Amazon
*Source: Sky June 2015

18. Now TV – Sky UK
“The company said it had its highest organic growth in the UK and Ireland for 11 years, adding 506,000 customers to take it past the 12 million mark for the first time.”
“Darroch described its domestic performance as the ‘engine of growth’ for the company and the ‘template for all other business.’”

19. Telstra TV – Telstra Australia

20. Telstra TV – Telstra Australia
FREE with new and recontracting broadband subscribers
$109AUD without broadband subscription

21. Telstra TV – Telstra Australia
TVOD SVOD SVOD SVOD
Catchup Catchup Catchup Catchup
Nine new apps developed and launched in 6 months!
Catchup

22. All TV (and ads) will be streamed Roku OS is leading the way
The transition is underway
All TV (and ads) will be streamed
Modern software video platforms will power TV
Roku OS is leading the way