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fuboTV (FUBO)
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fuboTV (FUBO) AI Stock Analysis

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FUBO

fuboTV

(NYSE:FUBO)

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Neutral 53 (OpenAI - 4o)
Rating:53Neutral
Price Target:
$3.50
▼(-5.15% Downside)
fuboTV's overall stock score is driven by significant financial challenges, including revenue decline and negative cash flow growth. Positive sentiment from the earnings call, with the achievement of positive adjusted EBITDA, provides some optimism. However, technical indicators and valuation suggest caution, with mixed signals and moderate valuation.
Positive Factors
Positive Adjusted EBITDA
Achieving positive adjusted EBITDA marks a significant milestone in financial performance, indicating improved operational efficiency and potential for future profitability.
Strategic Partnerships
New partnerships and service offerings expand Fubo's content portfolio, enhancing its competitive position and attracting a broader subscriber base.
Business Combination with Hulu + Live TV
The merger with Hulu + Live TV could significantly enhance Fubo's market position, offering diverse programming and leveraging Disney's resources for growth.
Negative Factors
Revenue Decline
A sharp decline in revenue poses a threat to long-term growth and sustainability, necessitating strategic adjustments to stabilize financial performance.
Subscriber Decline
Decreasing subscriber numbers indicate challenges in retaining and attracting users, which could impact revenue and market share if not addressed.
Ad Revenue Decline
A decline in ad revenue reflects challenges in monetizing content, potentially affecting overall revenue streams and profitability.

fuboTV (FUBO) vs. SPDR S&P 500 ETF (SPY)

fuboTV Business Overview & Revenue Model

Company DescriptionfuboTV Inc. operates a live TV streaming platform for live sports, news, and entertainment content in the United States and internationally. Its fuboTV platform allows customers to access content through streaming devices, as well as on SmartTVs, computers, mobile phones, and tablets. The company is headquartered in New York, New York.
How the Company Makes MoneyfuboTV generates revenue through a subscription-based model, offering multiple tiers of service with varying channel lineups and features. The primary revenue stream comes from monthly subscription fees paid by users, which vary based on the selected package. Additionally, fuboTV supplements its income through advertising revenue from its live TV feeds and on-demand content, enabling brands to reach a targeted audience. The company also engages in partnerships with various sports leagues and networks, enhancing its content offerings and attracting a larger subscriber base. Furthermore, fuboTV has explored opportunities in sports betting and gaming, which could provide additional revenue streams as these sectors continue to expand.

fuboTV Key Performance Indicators (KPIs)

Any
Any
Total Subscribers
Total Subscribers
Indicates the total number of paying users, reflecting fuboTV's market penetration and potential for revenue growth through subscription fees.
Chart InsightsFuboTV's subscriber count has shown volatility, with recent growth peaking at the end of 2024. However, the latest earnings call reveals a cautious outlook, with North American subscribers slightly exceeding guidance but still down 2.7% year-over-year. The company faces challenges with declining ad revenue and projected subscriber declines in Q2 2025. Despite these hurdles, FuboTV has made significant strides in profitability and cost control, improving net income and EPS, which could stabilize future performance if growth strategies are effectively implemented.
Data provided by:Main Street Data

fuboTV Earnings Call Summary

Earnings Call Date:Jun 30, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 03, 2025
Earnings Call Sentiment Neutral
The earnings call reflects a positive sentiment with Fubo achieving its first quarter of positive adjusted EBITDA and exceeding revenue expectations. However, there are challenges with declining subscriber numbers and ad revenue, and continued difficulties with content partnerships.
Q2-2025 Updates
Positive Updates
First Quarter of Positive Adjusted EBITDA
Fubo reported its first quarter of positive adjusted EBITDA, achieving $20.7 million, an improvement of more than $30 million year-over-year.
Exceeding Revenue and Subscriber Expectations
Fubo's global streaming business exceeded revenue and subscriber expectations, delivering North America revenue of $371 million and Rest of World revenue of $8.7 million.
Strategic Partnerships and New Offerings
Fubo launched pay-per-view services and a content partnership with DAZN, expanding its reach and offering premium content like DAZN1 channel to subscribers.
Improved Financial Position
Net loss narrowed to $8 million from $25.8 million a year ago, and Fubo ended the quarter with over $285 million in cash, providing financial flexibility.
Negative Updates
Decline in Subscriber Numbers
North America paid subscribers were 1,356,000, down 6.5% year-over-year, and Rest of World subscribers were 349,000, down 12.5% year-over-year.
Ad Revenue Decline
Ad revenue in North America totaled $25.5 million, a 2% year-over-year decline, primarily due to the loss of ad-insertable content from Warner Bros. Discovery and TelevisaUnivision.
Challenges with Content Deals
Ongoing challenges with content partnerships, including the inability to reach a deal with Univision, affecting subscriber offerings.
Company Guidance
During Fubo's second quarter 2025 earnings call, the company reported its first-ever quarter of positive adjusted EBITDA, highlighting a significant milestone in its financial performance. North American revenue totaled $371 million with 1.36 million paid subscribers, while revenue in the Rest of World reached $8.7 million with 349,000 paid subscribers. Despite a 3% year-over-year decrease in North American revenue and a decline in subscriber numbers, Fubo demonstrated strong execution against its strategic priorities. The company's ad revenue in North America was $25.5 million, marking a 2% year-over-year decline. Additionally, Fubo narrowed its net loss to $8 million or $0.02 per share from $25.8 million or $0.08 per share the previous year. The call also touched upon the anticipated business combination with Hulu+ Live TV, expected to close between Q4 2025 and Q1 2026, and the launch of new content offerings like Fubo Sports and pay-per-view services to enhance consumer choice and engagement.

fuboTV Financial Statement Overview

Summary
fuboTV's financial performance is challenged by a significant revenue decline of 67.2% and negative cash flow growth. While there are improvements in profit margins and leverage, the company still operates at a loss, indicating ongoing operational challenges.
Income Statement
45
Neutral
fuboTV's income statement shows a mixed performance. The TTM data indicates a significant revenue decline of 67.2%, which is concerning. However, there is a notable improvement in net profit margin from -42.1% in 2022 to -2.08% in TTM, suggesting better cost management. Despite this, the company still operates at a loss, and EBIT and EBITDA margins remain negative, indicating ongoing operational challenges.
Balance Sheet
50
Neutral
The balance sheet reflects a moderate financial position. The debt-to-equity ratio improved to 0.94 in TTM from 1.93 in 2024, indicating reduced leverage. However, return on equity remains negative, highlighting profitability issues. The equity ratio is stable, suggesting a balanced asset structure, but the company needs to improve profitability to enhance financial health.
Cash Flow
40
Negative
Cash flow analysis reveals challenges, with a significant decline in free cash flow growth rate to -157.5% in TTM. The operating cash flow to net income ratio is positive, indicating some operational cash generation, but the free cash flow to net income ratio is nearly 1, showing limited cash flow flexibility. The company must focus on improving cash generation to support operations.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue1.63B1.62B1.37B1.01B638.35M217.75M
Gross Profit263.72M203.91M86.15M-41.10M-10.43M-16.04M
EBITDA152.71M-113.73M-238.07M-370.23M-287.47M-545.76M
Net Income89.49M-172.25M-287.45M-561.48M-382.84M-570.33M
Balance Sheet
Total Assets1.19B1.08B1.23B1.28B1.37B859.35M
Cash, Cash Equivalents and Short-Term Investments283.58M161.44M245.28M337.09M370.97M134.94M
Total Debt375.25M378.42M443.02M442.80M360.64M33.51M
Total Liabilities792.03M896.65M948.82M874.44M698.90M236.40M
Stockholders Equity411.71M196.37M295.58M413.34M682.10M622.95M
Cash Flow
Free Cash Flow137.07M-95.31M-178.69M-322.69M-206.08M-150.73M
Operating Cash Flow146.86M-79.48M-177.62M-316.70M-192.60M-150.56M
Investing Cash Flow-15.13M-15.84M-25.42M-12.42M-76.17M-838.00K
Financing Cash Flow-3.33M11.46M111.23M296.27M511.96M280.00M

fuboTV Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price3.69
Price Trends
50DMA
3.88
Negative
100DMA
3.71
Negative
200DMA
3.52
Positive
Market Momentum
MACD
-0.09
Negative
RSI
44.45
Neutral
STOCH
37.85
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FUBO, the sentiment is Neutral. The current price of 3.69 is below the 20-day moving average (MA) of 3.73, below the 50-day MA of 3.88, and above the 200-day MA of 3.52, indicating a neutral trend. The MACD of -0.09 indicates Negative momentum. The RSI at 44.45 is Neutral, neither overbought nor oversold. The STOCH value of 37.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FUBO.

fuboTV Risk Analysis

fuboTV disclosed 78 risk factors in its most recent earnings report. fuboTV reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

fuboTV Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
$3.17B7.1415.43%2.54%5.89%14.89%
$204.05M4.758.30%5.25%
$48.67B4.58-11.27%4.14%2.83%-41.78%
$1.25B14.5625.83%6.65%
$421.22M3.18%62.89%
$272.27M-8.32%5.09%11.02%88.03%
$1.28B
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FUBO
fuboTV
3.66
1.92
110.34%
SSP
E. W. Scripps Company Class A
2.31
-1.05
-31.25%
TGNA
TEGNA
19.62
3.64
22.78%
IHRT
iHeartMedia
3.06
1.08
54.55%
CURI
CuriosityStream
4.42
2.17
96.44%
NMAX
Newsmax Inc. Class B
10.03
-222.97
-95.70%

fuboTV Corporate Events

Business Operations and StrategyExecutive/Board ChangesM&A Transactions
FuboTV Announces Major Restructuring with Disney and Hulu
Positive
Oct 30, 2025

On October 29, 2025, FuboTV announced significant changes following a business combination with Hulu and Disney, resulting in Disney and its subsidiaries, including Hulu, owning approximately 70% of the voting power and economic ownership in the newly formed entity, Newco. This restructuring includes the appointment of a new board of directors and the establishment of commercial agreements with Hulu, which will distribute Fubo’s services on its platform. The changes are expected to enhance FuboTV’s market positioning and operational capabilities, with implications for stakeholders including a shift in governance and potential for expanded market reach.

The most recent analyst rating on (FUBO) stock is a Buy with a $5.00 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

Business Operations and StrategyM&A TransactionsPrivate Placements and Financing
FuboTV and Disney Complete Major Merger with Hulu
Positive
Oct 29, 2025

On October 29, 2025, FuboTV Inc. and The Walt Disney Company completed a business combination, merging Fubo’s operations with Disney’s Hulu + Live TV. This merger creates the sixth largest Pay TV company in the U.S., with nearly 6 million subscribers. The combined entity will continue to offer Fubo and Hulu + Live TV as separate services, providing consumers with a variety of streaming options at different price points. The merger is expected to bring cost, revenue, and operational synergies, supported by a $145 million loan from Disney. The new company structure sees Disney holding a 70% stake, while Fubo’s existing management, led by CEO David Gandler, will continue to drive growth and profitability. The merger is anticipated to enhance the company’s market positioning and provide lasting value for consumers and shareholders.

The most recent analyst rating on (FUBO) stock is a Hold with a $3.50 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

M&A TransactionsShareholder Meetings
fuboTV Shareholders Approve Merger with Disney’s Hulu
Positive
Oct 1, 2025

On September 30, 2025, fuboTV Inc. held a special meeting where shareholders approved a business combination with The Walt Disney Company’s Hulu + Live TV. This transaction, subject to regulatory approvals, will result in Disney owning approximately 70% of Fubo, while Fubo’s management will continue to operate the combined businesses. The merger aims to enhance consumer choice with a broader set of programming offerings, maintaining both Fubo and Hulu + Live TV as separate entities. The transaction is expected to close by early 2026, potentially impacting Fubo’s market position by expanding its content offerings and consumer reach.

The most recent analyst rating on (FUBO) stock is a Hold with a $3.50 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 30, 2025