Netflix Dec 9 Tech Talk Presentation

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©2015 Roku Inc. All rights reserved. ® 1

Roku – Scaling for GrowthShobana Radhakrishnan| Dec 09, 2015

©2015 Roku Inc. All rights reserved. ® 2

Agenda• Overview• Scaling for Future Growth• Technology Considerations

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All TV will be streamed.

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Roku platform

Roku TVs Pay TV solutionsStreaming players

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We power Pay TV solutions for MVPDs

Sky UK

Sky Deutschland

Sky Italy

Telstra

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Streaming hours are booming on the Roku platform

3B Hours In 2014

2010 2011 2012 2013 20140

500 1,000 1,500 2,000 2,500 3,000 3,500 Streaming Hours Growth

2.5B hours streamed in the first half of 2015

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Key Metrics

7.5+ million active accounts

2.5B hours streamed in 1H 2015

60 hrs streamed per month per active account

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Channel Developers

Roku Cloud Services

Roku TV and SetTop Boxes

Roku Powered Devices

Roku Ecosystem

Search Channel Infrastructure

Partner Feed Processing

Billing PlatformChannel Partners

Data Analysis and Reporting

Payment Platforms

©2015 Roku Inc. All rights reserved. ® 9

Channel Developers

Roku Cloud Services

Roku TV and SetTop Boxes

Roku Powered Devices

Roku Ecosystem

Search Channel Infrastructure

Partner Feed Processing

Billing PlatformChannel Partners

Data Analysis and Reporting

Payment Platforms

Channel Partners

©2015 Roku Inc. All rights reserved. ® 10

Technology for Scaling

• Cloud-native• Single tenant with independent scaling• Micro-service architecture• Persistent Storage• Fully continuous deployment

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What we have learnt

• Access to data on devices is powerful• Hiring and execution critical to ensuring high

growth• Adaptive architecture key for international scaling

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Addendum

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So why the focus on scaling the platform?

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Total weekly video hours used (M) according to survey respondents

SOURCE: NPD Survey, 2015

Roku leads all streaming players and smart TVs

Microsoft Xbox Sony PlayStation Roku Players/ Stick

Samsung Smart TV

Amazon Fire TV/ Stick

Vizio Smart TV Google Chromecast

Apple TV LG Smart TV

64.4 64.3

57.5

34.4

26.423.1

20.4 18.814.7

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Breadth and depth of relationships

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Opportunity Ahead

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59%

SOURCE: Nielsen Cross-Platform Report; Sept 2014

US households need a streaming solution

Have 3 or more TVs that need connecting

88%

89%

Don’t have a streaming player

Don’t have a Smart TV

©2015 Roku Inc. All rights reserved. ® 19

The opportunity is global

Broadband homes WW(SOURCE: Point Topic, 2014)701M

1.4B

202M

TV households WW(SOURCE: IDATE, 2012)

Homes where Netflix, YouTube, Google Play, Spotify and others are available(SOURCE: COMPANIES)

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In Summary• Huge growth - Roku TV, Streaming, Roku Powered TVs• International Expansion• Developer and Partner Agility• Operational Scaling and Continuous Delivery

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Comprehensive and unbiased search

• Search for movies, TV shows, actors and directors

• Results from up to 20+ top streaming channels

• Ordered by price

• Decision in consumers’ hands

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Discovery features drive further engagement

• Follow movies, TV shows, actors and directors

• Receive automatic notifications when content available or price drops

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The widest selection of entertainment

Launched 1K channels in 2014• More channels in more genres than competitors:• 8X more comedy• 5X more movies and TV• 4X science and tech• 4X more sports• 4X more news and weather• 3X more fitness• 2X more music• 2X more international

©2015 Roku Inc. All rights reserved. ® 24

Channel Developers

Roku Channel Infrastructure

Roku TV and SetTop Boxes

Payment Processor (e.g. Paypal)

Payment Platform (e.g. Aria)Finance and Tax Reconciliation

Roku Powered Devices

Channel Store and Billing Overview

Roku Billing

©2015 Roku Inc. All rights reserved. ® 25

Summary• Streaming is reshaping the TV entertainment landscape, creating a

massive global market opportunity• Our platform is experiencing strong growth • We have the highest engagement in the category• Roku is uniquely positioned to help content providers, advertisers,

TV OEMs and MVPDs