Powering the Future of TV Andrew Ferrone | VP Pay TV

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

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

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

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

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 Q1 2016 Based upon self-reported device ownership and claimed usage among owners of each device from a survey of 6120 US consumers

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

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.

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

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

Solutions for service providers

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

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

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.

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

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

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

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.’” http://www.theguardian.com/media/2015/jul/29/sky-profits-rise-customers-germany-italy

Telstra TV – Telstra Australia

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

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

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