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Supply Side

Is Roku Channel Becoming the Distribution Layer Streaming Services Actually Need?

SN
SOS. News Desk
Mar 20262 min read
Is Roku Channel Becoming the Distribution Layer Streaming Services Actually Need?

Roku users can now subscribe to Apple TV directly inside The Roku Channel, the companies announced Tuesday.

The integration, available through Roku's Premium Subscriptions marketplace, allows anyone with an active Roku Pay account to purchase an Apple TV subscription and access the service's full library of original series, films, and documentaries from within The Roku Channel interface. The launch was timed to the opening of Formula 1's new season, whose U.S. broadcast rights are held exclusively by Apple TV, as first reported by Matthew Keys at TheDesk.net.

"The addition of Apple TV to Premium Subscriptions on The Roku Channel is a win for all — our viewers, our platform experience, and our partners at Apple," said Gil Fuchsberg, Roku's President of Subscriptions, Partnerships & Corporate Development, in a statement.

The deal extends Apple's push to grow its streaming footprint beyond its own hardware ecosystem. Apple TV launched as an Apple-device exclusive but has since built out dedicated apps across Roku, Amazon Fire TV, Google TV, and major smart TV manufacturers including Samsung, Vizio, and LG. In late 2024, Apple struck a similar distribution deal with Amazon, allowing Prime Video subscribers to add Apple TV through that platform's channels marketplace.Eligible Roku customers get a 7-day free trial, with subscriptions running $12.99 per month or $99 per year.

Despite backing from one of the world's largest companies, Apple TV remains a mid-tier player by subscriber count. Apple does not regularly disclose streaming figures, but executive Eddie Cue acknowledged last October that the service had surpassed 45 million subscribers. That said, Apple operates a distinctly unique business unto itself where streaming is one hook in a vertically integrated consumer tech stack, not the entire company.

Roku's integration preserves the existing commercial relationship between the two companies. Roku was among the first non-Apple platforms to support the Apple TV app, some Roku remote controls include a dedicated Apple TV button, and the platform supports Apple's AirPlay 2 wireless streaming protocol.

The bigger story though may be what this deal signals. Disney CEO Bob Iger has already indicated that new streaming bundle conversations are underway, and Zach Perilstein at Boardwalk Times predicted earlier this year that Disney would announce new distribution partnerships with both Amazon and Apple in 2026. If Disney follows Apple's lead into Roku's Premium Subscriptions marketplace, The Roku Channel starts to look less like a streaming destination and more like the neutral distribution layer that major services are choosing to grow through as a platform where streaming services come to find the subscribers they can't reach on their own.

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Could Disney+ find a home on Roku Channel next? Zach Perilstein says 'Yes'.

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