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HomeWalt Disney CompanyDisney & Fubo Merger Advances Disney’s Direct-to-Consumer Plan

Disney & Fubo Merger Advances Disney’s Direct-to-Consumer Plan

The Walt Disney Company and FuboTV Inc. have officially completed their long-rumored merger, combining Fubo’s live TV business with Disney’s Hulu + Live TV to create one of the largest streaming television services in the U.S. With nearly six million subscribers, the new company becomes the sixth-largest Pay TV provider in North America and a key force in the streaming market.

A Game-Changing Merger for Streaming and Sports Fans

As both a Disney+ and Fubo customer, I see this as a potential turning point for streaming fans who want one place for live and on-demand content. The new partnership combines Hulu + Live TV’s entertainment with Fubo’s sports-heavy offering, featuring more than 55,000 live sporting events each year.

While Disney has not confirmed live sports or regional networks will appear directly on Disney+, the merger’s shared resources could make that possible in the future. Many fans, myself included, hope to see that evolution.

Two Brands, One Streaming Vision

Disney says Hulu + Live TV will stay part of the Disney+, Hulu, and ESPN Unlimited bundle, while Fubo continues to run its own sports-first platform. Behind the scenes, the two services will share technology, ad sales, and content resources to streamline costs and strengthen programming.

Disney and Fubo Combine – Could Live TV & Sports Come to Disney+?
Disney and Fubo Combine – Could Live TV & Sports Come to Disney+?

Leadership and Structure

Disney now owns roughly 70% of the combined company, while Fubo shareholders hold 30%. Fubo CEO David Gandler remains at the helm, with Disney veteran Andy Bird as Chairman of the Board. The board features top leaders from both companies, including Debra OConnell, Cathleen Taff, and Jonathan Headley, reflecting Disney’s deep commitment to streaming growth.

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A Win for Viewers and Shareholders

Executives from both sides say the merger will give consumers more choice, flexibility, and value. Disney also backed the deal with a $145 million term loan for 2026, underscoring its confidence in Fubo’s long-term strategy.

What This Could Mean for Disney+ Users

This merger could eventually open the door for live TV or sports to appear within Disney+. While it’s not official, Disney’s growing control of live streaming assets makes it a real possibility. If that happens, subscribers could watch ESPN content, regional sports, and Disney classics all from one app.

ESPN Direct to Consumer launches August 21
ESPN Direct to Consumer launches August 21

What vMVPD Means

The merger creates a new powerhouse in the vMVPD space — short for virtual Multichannel Video Programming Distributor. In simple terms, it’s an internet-based version of traditional cable TV. Services like YouTube TV, Hulu + Live TV, and Fubo are all vMVPDs because they deliver live channels over the internet instead of through cable or satellite.

Disney and Fubo Combine – Could Live TV & Sports Come to Disney+?
Disney and Fubo Combine – Could Live TV & Sports Come to Disney+?

Looking Ahead

Disney’s move positions it as a major streaming TV provider competing with YouTube TV, Sling, and DirecTV Stream. It’s another sign that the future of live TV is streaming — and Disney intends to lead that transformation.

Stay tuned to Sam’s Disney Diary for updates as the Disney and Fubo merger develops and as new integrations come into focus.

 

 

 

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