FuboTV Merges with Hulu, Raises Investor Questions

NEW YORK, NY — FuboTV announced on June 8, 2025, that it will merge with Hulu, a key streaming service owned by Disney. This agreement is a significant step for FuboTV, which has seen its stock price increase since the announcement.

FuboTV, with a market cap of $1 billion, positions itself as a “sports-first cable TV replacement product” aimed at consumers looking to cut traditional cable. The company’s current stock price stands at $3.44, reflecting a 2.23% change from the previous trading day.

The merger’s implications have sparked debates among investors. Some analysts believe it could enhance FuboTV’s offerings, integrating Hulu’s vast content library. However, Disney retains a 70% stake in the new entity, leading to concerns that FuboTV may serve primarily as a platform for Disney’s content.

Despite the merger’s potential, FuboTV reported a challenging financial landscape in its first quarter of 2025, showing GAAP earnings of $0.55 per share, yet an adjusted loss of $0.02. The company’s subscriber base has even declined year over year, signaling potential struggles ahead.

“We have a global mission to aggregate the best in TV, including premium sports, news and entertainment content,” FuboTV has asserted. However, many wonder if the company is prepared to handle the complexities of merging with a larger operation like Hulu.

The strategic advantages for Disney are evident. If FuboTV cannot navigate the merger effectively, it may become less profitable, reliant on high-cost content from Disney. This concern grows as more content creators like Disney launch independent streaming services.

FuboTV’s future hinges on its ability to adapt to this new structure. Investors are encouraged to assess the viability of FuboTV post-merger before making new investments, particularly in light of recent stock price fluctuations.