The Fox-Roku deal has closed, creating another powerhouse streaming provider. According to August data from Nielsen’s The Gauge, Tubi and The Roku Channel would have a combined monthly viewing share of 4.8%, equal to Disney’s and only trailing YouTube’s and Netflix’s. 

Importantly, the combination makes Fox a big player in free streaming, a part of the market where Colin and I believe there’s significant growth, as consumers grapple with affordability issues and ongoing SVOD price hikes. We noted that Disney+ is planning to expand its free offering in 2027, and have advocated for Netflix to do the same.  

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The Fox-Roku deal has closed, creating another powerhouse streaming provider. According to August data from Nielsen’s The Gauge, Tubi and The Roku Channel would have a combined monthly viewing share of 4.8%, equal to Disney’s and only trailing YouTube’s and Netflix’s. 

Importantly, the combination makes Fox a big player in free streaming, a part of the market where Colin and I believe there’s significant growth, as consumers grapple with affordability issues and ongoing SVOD price hikes. We noted that Disney+ is planning to expand its free offering in 2027, and have advocated for Netflix to do the same.  

Listen to the podcast now! (30 minutes, 32 seconds)

Browse all previous podcasts 

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This week Colin and I discuss the latest Nielsen The Gauge data from August, showing that YouTube’s share of TV time has jumped again, to a record 15.8%. That’s up from 14.2% in July, 2026 and 13.1% in August, 2025. Every other streaming service’s share was down or flat in August except Tubi’s, which was up modestly.

Also noteworthy in August is that YouTube’s share is now 90% of all of broadcast’s share, which is up from 69% of all of broadcast’s share a year ago. At this pace it’s possible that YouTube’s share will exceed all of broadcast’s in the next 6-12 months. 

We also discuss Peacock’s flatlined subscriber growth, Disney’s multiplatform Super Bowl plans and more. 

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This week Colin and I discuss research from Bango showing short-form video’s increasing importance. Next up - more activity driving YouTube’s ecosystem expansion and influence on traditional media. Last, Netflix cut 1,000 people, including their long-time head of content, but the company still lacks a strong growth narrative.  

Listen to the podcast now! (19 minutes, 55 seconds)

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