Fubo has achieved a milestone of 1.63 million subscribers in North America following the completion of its merger with Disney’s Hulu + Live TV. During the company’s third quarter earnings call, Fubo CEO David Gandler highlighted the significant opportunities arising from the merger, emphasizing the expansion of consumer choices and the platform’s role as a key growth driver.

The combined entity of Fubo and Hulu + Live TV will now stand as the sixth-largest pay TV service in the U.S., boasting nearly 6 million subscribers in North America. Gandler expressed the focus on enhancing programming efficiencies, ad tech, marketing strategies, and personalization to drive subscriber growth and achieve profitability goals.

Despite a narrowed quarterly loss of $18.8 million compared to the previous year, Fubo reported a 2.3% decline in revenue to $368.6 million. Notably, ad revenue in North America decreased by 7% to $25 million, attributed to various factors including the absence of Univision content and changes in political revenue comparisons.

Addressing the impact of Disney’s blackout on YouTube TV, Fubo executives stated they are not leveraging the situation for their benefit. Gandler highlighted the company’s focus on organic growth and customer retention, noting positive trends in subscriber growth across different demographics.

In addition to the merger, Fubo introduced a $55.99 per month skinny bundle, which is expected to be fully distributed by year-end. The company anticipates transitioning its sports inventory and ad sales team to the Disney ecosystem in the first quarter of 2026, alongside the launch of a unified platform with its Molotov service.

Fubo remains optimistic about its international segment, aiming to collaborate with Disney globally and introduce local programming to Disney+ markets overseas within the next 18 to 24 months. Despite a 3.2% decline in revenue and a 9.5% drop in subscribers in the Rest of World segment, Fubo expresses confidence in its future prospects.

Following the quarterly results announcement, Fubo’s shares experienced an 11% decline.

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