Roku (NASDAQ:ROKU) is likely to report its Q2 2025 earnings in early August. We expect the company to post a net loss of about $0.16 per share, with revenue coming in at $1.07 billion, up about 11% compared to last year. Growth is likely to be driven by higher video advertising revenues and streaming services distribution activities. While the broader economy has faced headwinds amid tariff-related uncertainty with key trading partners, the streaming sector appears to be relatively resilient. Streaming bellwether Netflix recently delivered a better-than-expected set of Q2 2025 results, with 16% topline growth, indicating the demand for streaming entertainment was holding up well. That said, Roku could still face some challenges. The company has a sizable hardware segment and licensing deals with smart TV makers, some of whom are based in China. This could expose it to potential supply chain disruptions and cost pressures.