Core Thesis - Fox Corporation is experiencing a bullish outlook primarily driven by the growth of its ad-supported streaming service, Tubi, which is gaining traction in the FAST market [1][5]. Tubi's Performance - Tubi's viewership share reached 2.2% in September 2025, marking a 22% increase from 1.8% in August 2024, indicating a new upward trend in viewership [2]. - The service has shown consistent engagement and market-leading performance, positioning Fox favorably against competitors like HBO Max, Paramount+, and Peacock [3][4]. Strategic Importance - Tubi's growth highlights Fox's effective ad-supported streaming strategy, capturing a significant audience segment in a competitive landscape [3]. - The combination of rising viewership and advertising revenue potential underscores Tubi's strategic importance to Fox, suggesting continued incremental value as the FAST sector expands [4]. Competitive Differentiation - Tubi represents a key competitive differentiator for Fox Corporation, showcasing underrecognized success within the broader streaming ecosystem [4].

Core Points - FuboTV Inc. has received shareholder approval for its transaction with The Walt Disney Company to combine its business with Hulu + Live TV [1] Group 1 - The transaction was approved at a special meeting of Fubo's shareholders [1] - The deal is still subject to regulatory approval [1]

Core Insights - Target Corporation is partnering with Netflix to celebrate the final season of "Stranger Things" by launching over 150 new products inspired by the series, available in stores and online starting October 5, 2025 [1][2][3] - The collaboration aims to create an immersive shopping experience that brings the world of "Stranger Things" to life, featuring exclusive merchandise and themed displays [3][5] - A national marketing campaign will highlight the nostalgic elements of the 1980s, enhancing customer engagement through in-store activations and promotional content [5][8] Product Offerings - The collection includes unique items from popular brands such as Funko, Mattel, Gatorade, and Squishmallows, featuring products like a Demogorgon-shaped popcorn bucket and themed apparel [2][3] - More than half of the product assortment will be exclusive to Target, catering to fans of all ages [1][2] Marketing Strategy - Target is launching a dedicated pop culture shopping destination both in-store and online, designed to engage fans with themed displays and product drops that evolve throughout the season [3][5] - The marketing campaign will culminate on October 12, featuring a recreated 1987 Target set in Hawkins, Indiana, to enhance the nostalgic experience for fans [5][8] Series Information - "Stranger Things 5" will be released in three volumes on Netflix, with episodes debuting on November 26, Christmas Day, and New Year's Eve, each at 5 PM PST [3][8] - The series has gained significant popularity, with its fourth season achieving over 140.7 million views globally and winning numerous awards [8]

Group 1 - The S&P 500 is currently trading at a price-to-earnings ratio of 28, significantly above its historical average, indicating a potential risk of a market bubble forming [1] - Many stocks, particularly those benefiting from artificial intelligence trends, are vulnerable to a market pullback, but Netflix is positioned to perform well regardless of market conditions [2][4] - Netflix has shown strong growth and resilience, having overcome previous subscriber declines and now benefiting from a diversified revenue stream primarily from international markets [5][6] Group 2 - The introduction of an ad-supported subscription tier in late 2022 is expected to double advertising revenue this year, providing a lower-cost option for price-sensitive consumers [6] - Despite a high price-to-earnings ratio of 55, Netflix has multiple growth avenues, including price increases, expanding international subscriber reach, and selling more ad inventory [7] - The company's global diversification limits its sensitivity to any single region, making it less vulnerable to economic fluctuations [5]

Core Viewpoint - Disney is increasing prices for its premium streaming services, with significant hikes for both ad-supported and ad-free versions of Disney+ [2][3][8] Pricing Changes - The monthly price for Disney+ with ads will rise from $9.99 to $11.99, a 20% increase, while the ad-free version will increase from $15.99 to $18.99, a 19% increase [2][3] - This marks the fourth consecutive year that Disney has raised prices in the final quarter [3] Historical Context - Disney+ was launched six years ago at a price of $6.99 per month, and the current price for the ad-free service has tripled since then [4][8] - Certain groups were able to secure multiyear deals at as low as $4.99 per month [4] Subscriber Metrics - As of June, there were 183 million subscribers across Disney+ and Hulu, generating $6.2 billion in revenue for Disney's fiscal third quarter [6] - The revenue from the direct-to-consumer segment was nearly triple that of Disney's legacy linear networks, which generated $2.3 billion [6] Financial Implications - The increase in subscription rates is expected to enhance profitability, provided that subscriber churn does not rise significantly [7] - The streaming segment has shown a 6% year-over-year revenue increase, which has helped offset a 15% decline in revenue from linear networks [6]

Walt Disney said Tuesday it will raise prices for its flagship Disney+ streaming service in the US next month, as the entertainment giant pushes to bolster profits from its digital platforms.Starting Oct. 21, the ad-supported Disney+ plan will increase by $2 to $11.99 per month, while the ad-free premium tier will rise $3 to $18.99 a month. Annual premium subscriptions will jump $30 to $189.99.Prices will go up starting Oct. 21. It’s the fourth straight year Disney has raised prices. HTGanzo – stock.adobe.c ...

Disney on Tuesday unveiled price increases for its streaming subscription packages beginning Oct. 21.The standalone Disney+ ad-supported plan will see a $2 increase to $11.99 per month, while the premium no-ads plan will jump $3 to $18.99 per month or get a $30 annual hike to $189.99 per year.The Disney+ and Hulu ad-supported package will increase by $2 per month, and both of the bundles with Disney+, Hulu and ESPN will see a $3 monthly increase. The packages with Disney+, Hulu and HBO Max will also both in ...

Some Disney subscribers may see the price of their streaming plans increase next month. The media giant said it plans to raise the price of select Disney+ subscriptions, including the entry-level plan, by $2 to $3 starting October 21. The change is also set to impact bundle deals with other streamers like ESPN, Hulu, and more. ...

Core Viewpoint - The potential acquisition of Warner Brothers Discovery by Paramount Sky Dance could significantly alter the streaming landscape, creating a formidable competitor to Netflix and prompting regulatory scrutiny [2][4][5]. Industry Dynamics - The rumored deal involves an all-cash bid for Warner's assets, which may disrupt Warner's plans to divest its TV assets [4]. - The merger would create a compelling entity in terms of market competition, particularly against Netflix [4][5]. - The streaming industry is currently rife with speculation about various deals that have not yet materialized, indicating a period of uncertainty [6][7]. Importance of Sports in Streaming - Sports programming, especially live events, is increasingly vital for streaming services, with significant viewership numbers reported for NFL games on platforms like Amazon and YouTube [9][10]. - The NFL's global reach and exclusive streaming rights on platforms like Netflix are changing the dynamics of sports viewership [11]. - Live sports are seen as a critical retention tool for streaming services, although they are not the primary focus for platforms like Netflix [16]. Competitive Landscape - The streaming sector is characterized by competition rather than a "war," with multiple platforms likely to succeed based on various success metrics [17]. - Disney Plus is highlighted as a strong contender in the streaming space, despite recent controversies, alongside Netflix [19].

Collaboration to Develop Scripted and Unscripted Series Across Genres, Centering Diverse Storytelling TORONTO, Sept. 22, 2025 /PRNewswire/ -- Sabio Holdings (TSXV: SBIO) (OTCQB: SABOF) ("Sabio" or the "Company"), a Los Angeles-based ad-tech firm specializing in helping top global brands reach, engage, and validate (R.E.V.) streaming TV audiences, announced today that its owned and operated network, Creator Television (Creator TV), has entered into a partnership with MADCOOL Media, a next-generation content ...