Overview
- Disney closed the deal to fold Hulu + Live TV operations into Fubo, creating one of the largest U.S. vMVPDs with close to 6 million North American subscribers.
- YouTube TV lost Disney-owned networks at the contract deadline, with YouTube TV offering a $20 monthly credit if the outage persists and both sides trading blame over rates.
- Fubo and Hulu + Live TV continue as separate consumer apps, with Disney moving Fubo’s ad-sales team into its advertising organization and targeting packaging and ad synergies.
- The transaction emerged from the resolution of Fubo’s antitrust suit over the dissolved Venu Sports JV, with deal clearance reported from the Justice Department’s Antitrust Division.
- Andy Bird was named independent chairman and Fubo co-founder David Gandler will run the combined live-TV operations, with access to a $145 million Disney term loan in 2026.