In this episode, we dive into Disney’s completion of its full acquisition of Hulu, announced on June 9, 2025, with the final $438.7 million payment to Comcast’s NBCUniversal.
We break down how this deal ends a multi-year valuation dispute and paves the way for deeper integration with Disney+ and ESPN’s upcoming streaming bundle.
You’ll hear the latest Q1 2025 financials—$3.2 billion in revenue, 53.6 million U.S. subscribers, and a combined $293 million profit for Disney+ and Hulu—alongside ARPU figures for both SVOD and Live TV tiers.
We also explore Hulu’s leading 11 % SVOD market share, its dominance in streaming ad time (13 %), and the strength of its ad-supported business.
Plus, discover Hulu’s content strategy with hits like “The Bear” Season 4 and “Call Her Alex,” and the platform’s plans for international expansion and the challenges it faces in the competitive streaming landscape.
Tune in for a concise yet comprehensive update on Hulu’s evolving role within Disney’s streaming empire.
Tags: Disney, Hulu, Acquisition, Streaming Industry, Disney-Hulu Merger, Subscriber Growth, Revenue Metrics, Profitability, ARPU, SVOD, AVOD, FAST, Disney+, ESPN Bundle, Content Integration, Media Consolidation, Q1 2025, Market Share, Advertising Business, Streaming Wars, Original Programming, The Bear S4, Call Her Alex, Ad-Supported Streaming, International Expansion, Disney Corporate, Hulu Business Update, Strategic Integration, Streaming Strategy, Industry Challenges
Hashtags: #DisneyHulu #HuluAcquisition #StreamingNews #HuluUpdate #DisneyNews #DisneyPlus #ESPNBundle #SubscriberGrowth #RevenueMetrics #Profitability #HuluARPU #SVOD #AVOD #FAST #MediaConsolidation #StreamingWars #OriginalProgramming #TheBear #CallHerAlex #AdSupported #HuluAds #ContentIntegration #InternationalExpansion #MarketShare #StreamingStrategy #Q12025 #DisneyStreaming #EntertainmentBiz #MediaNews #PodcastEpisode
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