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Thursday, August 14, 2025
     

Inside the Stream: Can the NFL and Hulu Deliver Disney D2C Expansion

Disney released a flurry of announcements this week - deeper integration of Hulu and Disney+, international brand transition from Star to Hulu, ESPN acquiring NFL Network and Red Zone, NFL investing billions in ESPN, and ESPN acquiring rights to stream major WWE events. 

We break it all down and handicap what it likely means to Disney’s future success. One thing that’s for certain: starting on August 21st, when the new ESPN direct-to-consumer streaming app launches, we will all begin to get the most authentic view yet of what ESPN is actually worth in the open market. 

After 45 years of ESPN’s expensive monthly rate being buried inside pay-TV’s multichannel bundle, along with speculation as to what sports fans would actually pay if charged directly, we will all find out. Disney has a lot riding on things turning out well in this new D2C approach. 

Listen to the podcast to learn more (30 minutes, 45 seconds)




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