Hulu

Media Money Follows Highest-Utility Platforms

The article argues advertising should be viewed as a marketplace for capital allocation rather than a collection of competing media channels. It contends marketers direct budgets toward destinations that maximize expected utility—outcomes, ease of deployment, and confidence—rather than transparency alone. Google, Meta and Amazon are cited as beneficiaries because AI and integrated, orchestrated systems make it simpler for marketers to deploy capital and achieve measurable outcomes (citing 2Q26 results). The open web, despite many capable components, struggles because its fragmented ecosystem increases friction and coordination costs. The piece recommends adtech and open-web companies focus on delivering clear utility, reducing friction, and offering coordinated experiences (e.g., orchestration, buyer-seller agents, AdCP) if they want to win more marketing dollars.

Disney Streaming Profit Doubles as Disney+ Surges

The Walt Disney Company reported fiscal Q3 results for the period ended June 27, 2026, with revenue rising 7% to $25.2 billion and net income up 28% to $2.63 billion. Streaming revenue (Disney+, Hulu, Disney+ Hotstar) reached $5.53 billion and streaming operating income more than doubled to $712 million, reflecting stronger margins. Theme parks and experiences grew, with Experiences revenue near $10 billion and operating income of $3 billion. Disney announced an organizational shift moving much of consumer products into the Entertainment studios group starting Q1 fiscal 2027. The company noted growing use of AI (proprietary J.A.R.V.I.S. and digital twins) and announced a content-sharing deal with TikTok for short-form creator videos. ESPN results were softer due to higher programming costs and rights deals.

FuboTV Adds 20,000 Subscribers in Q3 FY2026

FuboTV reported Q3 fiscal 2026 results for the quarter ended June 30, 2026: $1.482 billion in revenue (North America $1.474 billion), a net loss of $25.7 million and adjusted EBITDA of $19.1 million. Total North America paid subscribers were 5.75 million—up 20,000 sequentially and ~2% year‑over‑year—driven by elevated sports viewing, packaging changes, product improvements and early distribution integrations with Disney/ESPN. The company had $236.4 million in cash, raised fiscal 2026 pro forma adjusted EBITDA guidance to $90–100 million, and reaffirmed a fiscal 2028 adjusted EBITDA target of at least $300 million with positive free cash flow expected in 2027–28. Management also cited early ad-monetization gains after migrating inventory to the Disney ad server. Alisa Bowen became CEO in July 2026; the business combination closed Oct 29, 2025.