Now Streaming: Trump to impose 100% tariffs on all movies made outside U.S.

“Now Streaming” is The Fly’s weekly recap of the stories surrounding the biggest content streamers.

PLAYING THIS WEEKEND: Among this weekend’s new streaming content is sports comedy series “Chad Powers,” starring Glen Powell, which premiered on Hulu earlier this week. Meanwhile, Netflix (NFLX) subscribers can catch the new season of reality show “Love is Blind,” as well as crime drama series “Monster: The Ed Gein Story,” a series about the convicted serial killer. Additionally, Amazon Prime Video (AMZN) users are able to watch action thriller film “Play Dirty,” starring Mark Wahlberg and LaKeith Stanfield, while Apple TV+ (AAPL) subscribers can view survival drama film “The Lost Bus,” starring Matthew McConaughey and America Ferrera.

MOVIE TARIFFS: Earlier this week, President Donald Trump Tariff on any and all movies that are made outside of the United States.”

MUSK/NETFLIX: Meanwhile, Tesla (TSLA) CEO Elon Musk, in a post on X, formerly Twitter, urged parents to “cancel Netflix for the health of your kids.” The Tesla founder’s comments come after comments made by Hamish Steele, the director of a discontinued animated series on the streaming service, about slain conservative activist Charlie Kirk.

DISNEY DTC: On Thursday, Disney (DIS) said that, beginning October 8, Hulu will become the global General Entertainment brand on Disney+, replacing Star in international markets. With this change, and in preparation for a fully integrated unified app experience next year, users will begin to see further integrations of Hulu across the Disney+ app as part of an ongoing and iterative slate of product updates on the homepage and beyond. This includes a series of design and navigation enhancements rolling out over the coming weeks and months. “While several of these design updates will apply across living room screens, we’re also putting a lot of thought into enhancing the mobile experience,” the company said. “Widgets are launching on iOS, which will add another front door to take users directly into our programming with one click. And in the year ahead, we’re looking forward to introducing mobile-first and mobile-exclusive experiences that will expand our reach and engage with new audiences. These enhancements are just the beginning, with additional updates planned in the lead-up to the launch of a unified app experience next year.”

The same day, the company said that ESPN’s direct-to-consumer service and Fox One, Fox Corporation’s (FOXA) wholly-owned direct-to-consumer streaming service, have teamed up to offer fans the option to subscribe to both services together for $39.99/month. This new bundle brings two services under one subscription with fans accessing ESPN or Fox One content directly through its respective app.

Additionally, The Hand Basket’s Marisa Kabas reported that Disney saw over 1.7M total paid streaming cancellations across Disney+, Hulu, and ESPN from September 17 through September 23. The cancellations occurred during the period when “Jimmy Kimmel Live!” was suspended, and the subscriber cancellations hastened the comedian’s return to the air ahead of a Disney+ price hike, Kabas noted, citing a Disney source.

FUBO: FuboTV (FUBO) announced that its shareholders have approved its previously announced transaction with The Walt Disney Company to combine Fubo’s business with the Hulu + Live TV business. The transaction, approved by Fubo’s shareholders at its special meeting of shareholders held today, remains subject to regulatory approvals and the satisfaction of other customary closing conditions. Under the terms of the agreement, at closing, Disney will own approximately 70% of Fubo. Fubo’s existing management team, led by Fubo Co-founder and CEO David Gandler, will operate the newly combined Fubo and Hulu + Live TV businesses. Fubo and Hulu + Live TV will continue to be available to consumers as separate offerings post-closing and will facilitate an enhanced choice of programming packages addressing a variety of consumer preferences at attractive price points. As outlined in the proxy statement related to the transaction, upon the closing of the transaction, all of Fubo’s issued and outstanding shares of common stock will be automatically converted into issued and outstanding shares of Class A Common Stock. The outstanding shares of Class A Common Stock will continue to trade on the New York Stock Exchange under the ticker symbol “FUBO.”

NBCU/GOOGLE: NBCUniversal (CMCSA) and Google (GOOGL) announced a long-term distribution agreement to continue delivering a wide range of entertainment options. Elements of this agreement include: A multi-year, long-term commitment for carriage of NBCUniversal’s full portfolio of networks on YouTube TV, including NBC, Telemundo, Bravo, CNBC, Golf Channel, E!, Oxygen True Crime, MSNBC, USA, Syfy and Universo; Later this fall, NBCUniversal will be launching the new NBC Sports Network, which will be available on YouTube TV; Peacock will be available in the coming months as a subscription through YouTube Primetime Channels; A long-term agreement for short-form clips, highlights and shows from NBCUniversal’s premium programming on YouTube; Films and TV shows from Universal Pictures Home Entertainment will continue to be available to buy or rent on Google TV, YouTube TV and YouTube, as well as library films from NBCUniversal Global TV Distribution being available to stream via SVOD on YouTube Premium and AVOD through YouTube Free Primetime Content; and a multi-year extension of Peacock’s availability across Google’s Android platforms, including Google Play and Google TV.

STOCK PLAYS: Other publicly traded companies in the space include Warner Bros. Discovery (WBD), Paramount Skydance (PSKY), AMC Networks (AMCX), Roku (ROKU).