First up this week, Fox reported that Tubi turned profitable for the first time this past quarter, with revenue up 27% and view time up 18%. Tubi has been a major ad-supported streaming success story.  

Speaking of success stories, next we discuss YouTube, which keeps growing. Alphabet reported that YouTube’s ad revenue in Q3 was $10.3 billion, up 15% vs. the prior year. Shorts is a particular highlight for the company, which separately announced voluntary buyouts this week. 

On the flip side, we discuss how Peacock’s subscribers have been stuck at 41 million for the past 3 quarters. In fact they’re up just 7 million since the end of Q1 ’24. While losses have declined, the $2.5 billion per year NBA rights deal is going to weigh on future profitability. And as we discuss, it’s not clear how many longer term subscribers the NBA games will drive.  

Listen to the podcast to learn more (26 minutes, 57 seconds)

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