Key Takeaways Roku shares surged Monday after the company announced a partnership with Amazon Ads.The move gives Amazon advertisers access to an estimated 80 million connected TVs in the U.S.The technology is expected to be made available to advertisers using Amazon's demand-side platform by the fourth quarter of 2025.

Roku and Amazon estimated that their partnership will enable marketers to sell ads to a combined audience of about 80 million households.

Amazon and Roku will pool audiences tied to their connected-TV services for advertisers under terms of a new partnership