Observed Signal · Jun 9, 2026 · Partnership · Source: State of Streaming · Impact: 3/5 · Sentiment: Positive
Tubi Adds SiriusXM Video Podcasts to 100M Users
Tubi, the Fox-owned free streaming service, struck a distribution deal with SiriusXM to add video podcasts (including Conan O'Brien Needs a Friend and What Now? with Trevor Noah) to its platform reaching 100 million monthly active users; advertising inventory will be sold jointly by both companies. The article highlights audience and market context: 61% of FAST viewers are cord-cutters or cord-nevers (VAB analysis of MRI‑Simmons), FAST ad revenue is projected to reach $5 billion by 2028 (S&P Global Market Intelligence), and the 25–34 cohort is the fastest-growing segment for FAST viewing. It warns of an "AI discovery gap": AI assistants often omit free streaming services in where-to-watch answers (a March 2026 study found ChatGPT and Claude returned correct where-to-watch answers 43.76% and 50.21% of the time, respectively), which could prevent ads from being seen. The piece urges publishers to treat structured metadata as distribution infrastructure and to involve advertising partners in discovery work.
A content distribution partnership that expands FAST inventory and joint ad-selling across a 100M-user streaming footprint matters to publishers, advertisers and CTV ad supply — but its commercial upside depends on solving AI-driven discovery and metadata challenges.
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Key Takeaways & Evidence Grounding
- Tubi struck a deal with SiriusXM to distribute video podcasts across Tubi's platform.
- The SiriusXM video podcasts added include Conan O'Brien Needs a Friend, What Now? with Trevor Noah, and Rotten Mango.
- Tubi's platform reaches 100 million monthly active users.
- Advertising inventory for the distributed podcasts will be sold jointly by Tubi and SiriusXM.
- 61% of FAST viewers are cord-cutters or cord-nevers (VAB analysis of MRI‑Simmons); FAST ad revenue is estimated to hit $5 billion by 2028 (S&P Global Market Intelligence).
Connected Companies & Entities
5 Entities mapped“The Fox-owned free streaming service struck a deal with SiriusXM to distribute video podcasts from its network ... across its 100 million mo...”
“The Fox-owned free streaming service struck a deal with SiriusXM to distribute video podcasts from its network — including Conan O'Brien Nee...”
“The Fox-owned free streaming service struck a deal with SiriusXM to distribute video podcasts......”
“Read last week's analysis featuring Comscore data here (referenced as prior analysis on AI discovery and streaming)....”
“FAST advertising revenue is estimated to hit $5 billion by 2028 according to S&P Global Market Intelligence....”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
SiriusXM Brings Video Podcasts to Tubi
Tubi and SiriusXM announced a non-exclusive partnership to distribute a selection of SiriusXM’s video podcasts on Tubi. The deal will make shows available to Tubi’s roughly 100 million monthly active users and share advertising revenue between Tubi and SiriusXM Media. Initial titles include Conan O’Brien Needs a Friend, Rotten Mango, The School of Greatness, What Now? with Trevor Noah, Moral of the Story, and The Deep 3 Podcast, with more to follow. SiriusXM frames the move as expanding creator reach across devices and connected TVs, while Tubi says the partnership helps creators grow audiences and revenue and provides new ad options for brands.
Tubi Profile: Fox-Owned FAST Streaming App
Tubi is a free, ad‑supported streaming (FAST/AVOD) app owned by Fox Corporation that emphasizes reach and engagement with an audience skewing younger and more diverse. State of Streaming lists Tubi as a specialty reach provider and ranks it #10 on the Unified Streaming Power Index (USPI) for Q1 2026. The profile notes DSP integrations (display-video-360, basis, amazon-dsp, google-dv360, stack-adapt), corporate family links to Fox brands (Fox Corp, Fox Nation, Fox Sports), and a string of recent product and content news (including a ChatGPT app launch and multiple content partnerships in 2026). Milestones shown include Tubi’s 2014 founding, Fox’s acquisition of Tubi in 2020 for $440M, a 2024 catalog/cannel milestone, and a 2026 World Cup simulcast with FOX Sports.
Jim Cramer on Meta Muse 'Consumer Inertia' Sell-off
Wall Street's 'consumer inertia' trade has punished stocks perceived as vulnerable to Meta's Muse AI agent, including Planet Fitness, Airbnb, Booking Holdings and SiriusXM. CNBC's Jim Cramer argues investors are applying the AI disruption thesis too broadly, creating potential buying opportunities in companies whose businesses remain strong. He compares the sell-off to the 'SaaSpocalypse' earlier this year, when enterprise software stocks were dumped over AI fears but later recovered. Cramer points to Life Time as an example of a gym with highly engaged members less likely to cancel, and questions the travel stock sell-off, citing Expedia's partnership with Muse and Airbnb's value as a comparison platform. He remains skeptical that Muse will drive bank account switching, but acknowledges some companies, like SiriusXM, have secular challenges independent of AI.
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