
From underdogs to disruptors: how Tubi and e.l.f. built a different game
- 25m
- Transcript
Summary
Written by a model from the transcript; not yet reviewed.
In this live episode recorded at the Masters of Scale Summit in San Francisco, Bob Safian talks with Anjali Sood, former CEO of free streaming service Tubi, and Cory Marcia Soto, president of e.l.f. Beauty. They discuss how both brands transformed from overlooked downmarket underdogs into major industry disruptors by serving underserved consumer bases, challenging industry conventions, and maintaining a direct connection with their communities. The conversation highlights specific strategies like e.l.f.'s bold Super Bowl campaigns and TikTok livestreams, and Tubi's approach to democratizing storytelling and integrating creator-led franchises.
- Identify consumer groups that established competitors overlook and build a brand strategy specifically to serve them. 8:26
- Use livestreams and digital platforms to maintain zero distance between executive leadership and the community. 13:48
- Challenge industry conventions by creating a completely different game rather than competing directly with legacy giants. 8:58
- Leverage unique cultural moments and unconventional marketing to demonstrate brand scale and differentiation. 10:40
Highlights
- 6:08
Democratizing Storytelling at Tubiinsight
The guest discusses how Tubi fought the consumer misconception that free streaming implies low-quality content, growing to over 110 million monthly active users by offering premium entertainment without a price tag.
- 8:26
A Four-Part Growth Blueprintstrategy
The guest breaks down her strategic framework for challenger brands: see the overlooked consumers, challenge conventions, scale in white space, and open doors for others.
- 10:58
Streaming the Super Bowl Freedata
The guest explains how streaming the Super Bowl for free in 4K allowed Tubi to reach fans while proving that premium entertainment does not require a huge price tag.
- 14:19
Torturing the CEO on TikTokstory
The guest describes pushing the company CEO onto TikTok Live, which led to immediate product demand and fast-tracking the timeline for bronzing drops from eighteen months to six months.
- 20:01
Operating Inside Foxinsight
The guest explains how Tubi maintains a nimble, challenger-brand startup culture despite generating over a billion in revenue and operating as part of traditional studio giant Fox.
- 22:43
The So Many Dicks Campaignstory
The guest recounts discovering that e.l.f. was the only publicly traded company out of 3,700 with a majority female and diverse board, inspiring a provocative campaign highlighting corporate governance imbalances.
- 27:27
Human-Centered AI Philosophyinsight
The guest shares e.l.f.'s AI philosophy, emphasizing that technology should be human first, human last, and placed in the center purely as an enabler of human creativity.
About this episode
Free streaming and prestige-quality makeup at drugstore prices both sound like they must come with a catch. For Tubi and e.l.f. Beauty, that skepticism became the opening. Recorded live at Masters of Scale Summit, this conversation brings together former Tubi CEO Anjali Sud and e.l.f. president Kory Marchisotto, two leaders who took brands once written off as downmarket to 110 million monthly users and 30 straight quarters of growth. The pair dig into their unconventional Super Bowl plays, from Tubi’s cowboy-hat spot and free Super Bowl stream to e.l.f.’s Jennifer Coolidge and Melissa McCarthy ads. They explain how TikTok Live and “zero distance” let fans steer product and programming, and why e.l.f. built its “So Many Dicks” campaign around boardroom diversity. Two weeks after this recording, Anjali announced she’s taking the helm at SiriusXM, a move that underscores what she built at Tubi. Visit the Rapid Response website here: https://www.rapidresponseshow.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Transcript
5,199 words · 8 speakers
Topics
- Business Disruption
- Streaming Media
- Beauty Industry
- Consumer Strategy
- Corporate Governance
- Marketing Strategy
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