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Fans felt shock as 27% growth hit Tubi this quarter, a rare AVoD win that rewrites investor math. This matters now because Fox announced the result on its fiscal Q1 call, saying Tubi is already contributing to the company’s stronger-than-expected numbers and may curb planned digital spending. The concrete new fact: Fox says viewing time rose 18% and Tubi is profitable after years of losses. My take: this accelerates ad-supported streaming as a serious business, not a side project. Will this change what you stream next year?
What Tubi’s profitability means for streamers in 2025
• Tubi hit profitability in the past quarter, Fox announced; impact: clearer path to margins.
• Revenue jumped 27%, viewing time rose 18%, signaling stronger ad demand.
• Murdoch said Tubi could reach 20-25% EBITDA margins, prompting potential moderation of Fox’s digital spend.
Why this profit reveal lands at a decisive 2025 moment
Fox disclosed the result on its fiscal Q1 call, and the timing matters because legacy media are cutting costs across streaming. Streaming companies have chased scale at the cost of margins for years; a profitable AVoD franchise shows ad-led models can work. That matters for advertisers, creators, and smaller streamers betting on growth: budgets may shift to platforms proving they can convert viewers into profit. Expect deals, content licensing, and product tweaks to follow quickly.
Who’s celebrating and who’s nervous after Tubi’s profit?
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Lachlan Murdoch framed the milestone as a validation, saying the platform is “the top premium AVoD platform in the U.S.” Some industry investors cheered the faster-than-expected move to black. Competitors and content licensors may worry that Fox will tighten content investment while chasing margin, squeezing indie creators. The statement that Tubi could be a “meaningful contributor to EBITDA” has already sparked debate about whether ad-supported winners will reshape streamer strategy in 2025.
Which data points show ad-supported streaming is finally scaling?
Fox reported Tubi’s digital library is nearing 10,000 titles while revenue and engagement climbed. Advertiser CPMs and yield improvement likely drove the 27% revenue jump. Streaming watchers should note that rising viewing time (reported 18%) matters more than subscriber counts for ad revenue. If ad CPMs hold, profitability can follow quickly – a pattern that may repeat across other AVoD platforms.
The numbers that could remake streaming margins in 2025
| KPI | Value + Unit | Change/Impact |
|---|---|---|
| Revenue growth | 27% | Faster-than-expected topline gain |
| Viewing time | 18% | Higher ad inventory value |
| Guidance margin | 20-25% | Potential medium-term EBITDA range |
How will Tubi’s profitability change what you watch in 2025?
Expect platform behavior to shift: Fox may lean into licensing and lower-risk originals while trimming speculative spend, which could mean more curated deals and fewer big bets. Advertisers may reallocate budgets toward ad-supported windows, pushing more mainstream titles onto AVoD. For viewers, that could mean more free, ad-supported premieres-and more tailored ad loads. Will a profitable Tubi speed an industry-wide pivot away from expensive subscriber chasing in 2025?
Sources
- https://deadline.com/2025/10/fox-results-tubi-profitability-lachlan-murdoch-1236602689/
- https://deadline.com/2025/10/fox-surges-past-wall-street-expectations-ad-revenue-1236602683/
Jessica Morrison is a seasoned entertainment writer with over a decade of experience covering television, film, and pop culture. After earning a degree in journalism from New York University, she worked as a freelance writer for various entertainment magazines before joining red94.net. Her expertise lies in analyzing television series, from groundbreaking dramas to light-hearted comedies, and she often provides in-depth reviews and industry insights. Outside of writing, Jessica is an avid film buff and enjoys discovering new indie movies at local festivals.