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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