Roku, Inc.

All participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question at that time, please press star then 1 on your touch-tone telephone. As a reminder, today's conference call is being recorded. I would now like to turn the conference to your host, Mr. Conrad Rod, Vice President of Investor Relations. Sir, you may begin.

Thank you. Good afternoon and welcome to Roku's fourth quarter and year-ended 2021 earnings call. I'm joined today by Anthony Wood, Roku's founder and CEO, Steve Loudon, our CFO, and Scott Rosenberg, Senior Vice President, Jail Manager of our platform business, who will be available for Q&A. Full details of our results and additional management commentary are available in our sharehold letter, which can be found on our investor relations website at roku.com slash investor. Our comments and responses to your questions on this call reflect management's views as of today only, and we disclaim any obligations to update this information. On this call, we'll make forward-looking statements, which are predictions, projections, or other statements about future events, such as statements regarding our financial outlook, future market conditions, and our expectations regarding the continued impact of global supply chain disruptions on our business and industry. These statements are based on our current expectations, forecasts, and assumptions and involve risks and uncertainties. Please refer to our shareholder letter and our periodic SEC filings for information on factors that could cause our actual results to differ materially from these forward-looking statements. We'll also discuss certain non-GAAP financial measures on today's call. Reconciliation is the most comparable GAAP financial measures are provided in our shareholder letter. Finally, unless otherwise stated, all comparisons on this call will be against our results for the comparable period of 2020. Now, I'd like to hand the call over to Anthony.

Thank you, Conrad, and thanks everyone for joining us today. Roku delivered another record year in 2021. We have an enormous opportunity in front of us that we expect to capture. We have built and continue to expand a set of unique assets for this purpose. These include the Roku operating system, the Roku channel, and our sophisticated streaming ad platform. Our scale is past 60 million active accounts, and we remain focused on being the best and largest streaming platform. The Roku operating system is poised to gain further market share as TVs shift away from costly proprietary operating systems. We expect manufacturers who want a best-in-class operating system to choose the Roku OS, which is purpose-built for TV. The Roku channel continues to gain momentum. Free ad supported services are the fastest growing segment in TV streaming. In just four years, we built a flywheel that propelled the Roku channel to a top five position on our platform in the US. This success is a result of combining a robust content portfolio with our ability to send consumers to the Roku channel with superior content marketing and advertising features. Our ad platform is built for TV streaming. We believe large, traditional TV advertisers will continue to shift to Roku for the targeting, measurement, optimization, and superior ROI that we provide. And for digital-first advertisers and small and medium businesses, Roku makes advertising on TV more accessible. We remain focused on maximizing our competitive differentiators, extending our industry leadership, and driving growth, both in the US and internationally. With that, let me hand the call over to Steve.