Fubo's quarterly revenue for North America declined 2.3% year over year to $386 million, and advertising revenue declined 7% to $25 million, which CFO John Janedis attributed to "the absence of certain ad-insertable content." (Meaning, in other words, their previous content deals with TelevisaUnivision and WBD.) But despite those declines, Fubo's leadership thinks the advertising outlook is pretty good. Upfront commitments for the 2025-2026 are up 26% compared to last season, with nearly a third of those advertisers being new to Fubo.
Usually an increase in ad impressions corresponds with a decrease in ad prices, as has been the case on YouTube, according to Tinuiti's Q3 2025 Digital Ads Benchmark Report. Streaming ad prices are dropping but still relatively pricey for the premium ad-supported streamers, per Tinuiti. Meanwhile free, ad-supported streaming TV services - among streaming's cheapest inventory sources - are filling less of their available ad inventory, exemplifying the supply-demand imbalance, according to Wurl's CTV Trends Report 2025.
Keller's husband is Zach Keller, legislative director for Sen. Tom Umberg (D-Santa Ana). Last year, when the pair became new - and newly exhausted - parents, their reprieve was watching a TV show on a streaming service while their daughter napped. Even though the TV and the baby were in separate rooms, a random commercial would "blare so loudly that it would startle [the baby] and wake her up," Keller told The Times.
Such alliances may help as Madison Avenue grapples with a glut of broadband-TV inventory on the market, much of the supply growing due to the entrance of both Amazon and Netflix into ad-supported streaming. This partnership will deal primarily with so-called "programmatic" advertising, or digital inventory that gets bought based on algorithms that define qualities of the specific consumers being sought by a marketer.