ROKU Product launch

Roku Launches Howdy, an Ad-Free Subscription Video Service Offering Award-Winning Entertainment at $2.99 Per Month

Published August 05, 2025 at 01:15 PM

SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Roku, the #1 TV streaming platform in the U.S., Canada, and Mexico*, announced the launch of Howdy™, a new subscription video-on-demand (SVOD) service that makes ad-free, high-quality entertainment more accessible than ever for just $2.99 per month. Launching nationwide later today in the U.S., Howdy offers subscribers unlimited access to a growing library of the stories viewers love, featuring thousands of titles and nearly 10,000 hours of entertainmen

Related Questions

What is the projected subscriber acquisition rate for Howdy in the first 12 months and its expected churn rate? Will Howdy cannibalize revenue from Roku’s existing ad-supported platform or other Roku channels? Is there a strategic partnership or exclusive content deal underpinning Howdy’s library, and how sustainable is that content pipeline? Will Howdy be rolled out internationally (Canada, Mexico) and how will pricing differ in those markets? What guidance does management provide regarding the timeline to reach breakeven or profitability for Howdy? How does the launch of Howdy align with Roku’s broader strategic roadmap and diversification plans? What is the expected impact on Roku’s advertising revenue and overall ad inventory utilization? What is the expected impact on Roku’s stock valuation and price-to-earnings multiple in the short and medium term? How will Howdy's $2.99 pricing affect Roku's average revenue per user (ARPU) and overall profitability? Will the launch of Howdy be accompanied by additional hardware or platform upgrades that could affect capital expenditures? How will the launch affect Roku’s guidance for 2025 revenue and earnings per share? How does the $2.99 price point compare to competitor SVOD offerings (e.g., Netflix, Disney+, HBO Max) in terms of value proposition and potential market share? Are there any regulatory or licensing risks associated with launching a low‑priced, ad‑free SVOD service? What key performance indicators (KPIs) will Roku track to assess Howdy’s success (e.g., subscriber count, ARPU, churn, acquisition cost)? How much will content acquisition and production cost for Howdy, and what are the gross margin expectations for the service?