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FAST shows no signs of slowing down: From the Roku Channel to Tubi, FAST continues a path of acceleration that will be bolstered by economic uncertainty.

Tubi makes a play for NFL fans鈥� wallets: The ad-supported streaming service launched a shoppable experience that will feature curated storefronts that offer products related to the Super Bowl.

Tubi will get a big boost from a free Super Bowl broadcast: Fox is looking to grow its FAST service with free access to the big game.

Fox Corp. Q3 fueled by political ads and Tubi growth: Live sports and news strategy drives gains, with digital ads growing.

Tubi is growing its user base the fastest, thanks to support from its parent company FOX. Tubi鈥檚 audience will increase 5.9% this year, after a 7.4% boost in 2024. FOX has invested substantial marketing energy into Tubi in recent years and capped the effort with an unprecedented free simulcast of Super Bowl LIX on Tubi in February 2025.

PlutoTV, Roku Channel, and Tubi made up 5.7% of total TV viewing in May, per Nielsen, more than any individual broadcast network. Our take: With TV viewership increasingly fragmented, advertisers that abandon cable and broadband entirely could leave many consumers behind.

Channels known for traditional broadcasts, like Fox, could benefit from making sports events available on streaming platforms鈥攕omething that was widely successful when Fox aired the Super Bowl on its free ad-supported service Tubi. Increasing attention on sports beyond major events could pay off.

In part one of this two-part podcast episode, we discuss some medium-term predictions that are too specific to be 100% certain about but could still come true, including: why the sentiment towards GenAI might turn, what to expect from Google鈥檚 new consent workflow now that it is not phasing out third-party cookies from Chrome, and why Tubi might be about to leapfrog Hulu, Disney+, and Peacock. Tune in to the discussion with host Marcus Johnson, and analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.

Fox climbed to third, thanks to Super Bowl LVIII, viewership across Tubi, and strong performances from Fox Sports 1 and Fox News. What sets YouTube apart is its lack of reliance on tentpole programming.

Prime Video (42%), Hulu (32%), and Tubi (30%) are also widely used鈥攕uggesting this audience is deeply engaged with both subscription-based and free, ad-supported models. ViX鈥檚 ad-supported tier and evolving format options are clearly designed to meet these habits.

Discovery, Tubi, and other streamers set to speak. Uber Advertising is focusing on sports marketing as a relationship-building tool鈥攈ighlighted by appearances from Olympian Jordan Chiles and NBA CMO Tammy Henault.

The platform will coexist with existing offerings like Tubi, whose ad revenues keep rising, and Fox Nation, the latter of which will also be available as part of the Fox One bundle. Earlier plans to co-launch a joint sports streamer with Disney and Warner Bros. Discovery were dropped following legal complications.

Ad-supported viewing is the default for free services like Tubi and Pluto TV. And most Prime Video, Hulu, Peacock, and Paramount+ viewers choose ad plans. But fewer than one-fourth of Netflix viewers are ad supported, and most Max and Disney+ viewers are ad-free, too. Taken together, viewing patterns don鈥檛 always translate to advertising patterns.

Samsung Ads remains a smaller player in the US FAST space with 24 million monthly viewers in 2025, far behind The Roku Channel (87 million) and Tubi (79.3 million), per our recently updated forecast. But global ambitions and data-powered performance may help close the gap.

The mid-seven figure ad is currently running in the US across Amazon Prime, Disney, Hulu, Tubi, and Twitch, with plans to expand to Korea, Europe, and Japan in the coming days. Each market will have a localized version of the ad. The commercial marks the beginning of a yearlong partnership with Perplexity and management company Artist United, of which Jung-jae is the largest shareholder.