https://iamstreaming.org/aaronpatrick Sat, 05 Sep 2026 00:55:02 +0100 https://iamstreaming.org/aaronpatrick/blog/27918/tubi-sees-a-great-quarter-and-substantial-subscriber-gains https://iamstreaming.org/aaronpatrick/blog/27918

Brandon Blake
Successful Q4

Tubi can now claim over $1B in annual revenue, with their fiscal Q4 delivering their highest revenue quarter to date. They have also added around 10M monthly active users to the platform, bringing their total to over 110M. They equate this to 14% audience growth, with time watched growing by 17%.

Tubi has, of course, become Fox’s strongest digital asset. Growing from its FAST origins, it has enabled them to introduce other digital business lines that have vastly expanded their stable. Most of Fox’s current digital activity is taking place through their Red Seat Ventures arm. They are also set to acquire Roku in an M&A deal expected to close within a year, if all disclosure processes go well.

Tubi’s choice to remain a free service (at least at present) seems to be doing well for them, especially as many of the larger streaming platforms turn to paywalls on their more premium content. We have even seen Disney contemplating offering a free tier recently, though it is unclear if this will come to fruition. 


Blake & Wang
Advertising Anchored

Of course, these “free” streaming options are mostly ad-supported, and we’ve seen the rising trend of turning to advertising money to enable further growth accelerate in recent years. Even Netflix eventually caved to the trend and added an ad-supported tier.  With Tubi, Fox has made a particularly strong case for how powerful this strategy can be, with entertainment inventory beyond their broadcast network to offer, and a strong stable of sports ad inventory on offer. 

As with many of the streaming platforms recently, live sports has become a particular drawcard for Tubi, as has its inclusion of Fox’s broader “creator” base into channel offerings. Part of the reason for this particularly successful quarter, after all, was their FIFA World Cup partnership, as well as the growing audience for their Formula 1 deal. The FIFA World Cup has been credited with bringing in younger audiences to Tubi, as well.

On their audience call for the quarterly results, string data collection was also credited for some of the success. As digital has increasingly encroached on entertainment spaces, this sort of data collection and harvesting has become a rich source for both the platform hosts themselves, as well as the advertisers being increasingly courted.
Looking ahead, it seems Tubi may be focusing on expanding their live sports offering, and introducing further exclusive originals to the platform. They also mentioned wanting to expand the creator side of their offerings into longer-form content. 

Among smaller streamers, Tubi is certainly a success story to watch. As, indeed, was Roku and the Roku Channel itself, which will soon be folded into the Fox stable alongside Tubi. Given that there was a point at the start of the streaming boom where it looked like FAST channels were set for failure, it’s certainly interesting to see how they have thrived. ]]> Sat, 15 Aug 2026 06:39:09 +0100