Recently installed Fubo CEO Elisa Bowen whetted Wall Street appetites for the upside of being controlled by Disney, her alma mater, during the company’s quarterly earnings call on Wednesday.
“Obviously, I know that company very well, and I’m very confident that we’ll continue to strengthen those relationships as we work together on what the future opportunities for both Fubo and Hulu + Live TV are,” Bowen said.
Bowen took the helm last month, replacing David Gandler, who co-founded the company and had led it as CEO since its launch in 2015. Disney in 2025 took a 70% stake in Fubo as part of a settlement of an antitrust lawsuit brought over the never-launched Venu Sports, a joint venture backed by Disney, Fox Corp. and Warner Bros. Discovery. Fubo has remained a separately traded company, operating both FuboTV and Hulu + Live TV as separate services.
“Even today, just nine months after the close, there are some really interesting areas of opportunity that we’re very enthusiastic about,” Bowen said. Marketing partnerships, she explained will be one area to explore. The company, whose Fubo offering has a sports-centric focus, has recently been featured on the ESPN app.
“The ESPN relationship is at its very early stages and while the numbers are small, the signals are very convincing,” Bowen continued. There’s better conversion and retention from that heavily enthusiastic sports base for the Fubo products versus some of the other marketing media channels that we have and tapping into that audience that ESPN serves so well is a clear opportunity.
Disney is also working on integrating Hulu and Hulu + Live TV into the Disney+ app. Disney CEO Josh D’Amaro elaborated on that plan earlier Wednesday on Disney’s earnings call.
Bowen noted that a number of product innovations were unveiled during the lead-up to the World Cup.
More broadly, being included as part of Disney’s upfront ad sales process provided a lift, Bowen said. “We’re very bullish on our opportunity to best leverage the Disney ad sales operation,” she said.
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