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fuboTV (FUBO)
NYSE:FUBO
US Market

fuboTV (FUBO) AI Stock Analysis

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fuboTV

(NYSE:FUBO)

Rating:69Neutral
Price Target:
$3.00
▼(-14.29%Downside)
fuboTV's overall score of 69 reflects a company undergoing significant financial improvements, with strong revenue growth and improved profitability metrics. However, technical indicators suggest caution, and the valuation appears fair. The earnings call highlighted successes in subscriber growth and profitability but also pointed out challenges in advertising revenue and future subscriber projections, adding a cautious note to the overall outlook.
Positive Factors
Financial Performance
The company has settled its litigation with the Venu Sports JV partners and is receiving $220 million in aggregate payment, which can be used to repay the 2026 Convertible Notes.
Profitability
Fubo achieved positive EBITDA in the quarter and should return to subscriber growth as it looks to begin offering skinny bundles.
Strategic Partnerships
The proposed combination with Hulu is expected to provide the company with an improved financial profile, moving to cash flow and EBITDA positive at close.
Negative Factors
Business Environment Challenges
Challenges in the business environment, including limited pricing power and growing distribution expenses, make it difficult to push for profitability despite strategic efforts.
Content Relationship
Loss of a content relationship with Univision and uncertainty around the Hulu combination negatively impact the company's guidance and revenue estimates.
Subscriber and Revenue Forecast
Fubo introduced Q2 guide below Street expectations, with revenue and subscribers forecasted lower than prior estimates.

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

fuboTV Business Overview & Revenue Model

Company DescriptionfuboTV Inc. (FUBO) is a leading live TV streaming platform primarily focused on delivering sports content to its subscribers. The company operates in the digital entertainment and media sectors, offering a wide array of live sports, news, and entertainment channels. fuboTV aims to provide a comprehensive over-the-top (OTT) streaming experience, with its core products including live TV streaming services and on-demand video content accessible across multiple devices.
How the Company Makes MoneyfuboTV generates revenue primarily through subscription fees paid by its users for access to its streaming services. The company offers various subscription plans, each providing different levels of access to its content library, which includes live sports events, TV shows, and movies. Additionally, fuboTV earns money through advertising, leveraging its platform to display targeted ads to subscribers. The company also partners with networks and content providers, which can include revenue-sharing agreements that further contribute to its earnings. fuboTV's focus on sports content allows it to attract a dedicated user base willing to pay for premium access to live sports coverage, which is a significant driver of its subscription revenue.

fuboTV Key Performance Indicators (KPIs)

Any
Any
Total Subscribers
Total Subscribers
Tracks the number of active subscribers, indicating the company's market penetration and potential for future revenue growth.
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:May 02, 2025
(Q1-2025)
|
% Change Since: 19.45%|
Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment Neutral
While Fubo exceeded its subscriber forecast and achieved revenue growth in North America, challenges remain with declining advertising revenue, a projected decline in Q2 performance, and a drop in subscribers both in North America and Rest of World. The company's focus on profitability and cost control has led to significant improvements in net income and EPS, but the outlook remains cautious.
Q1-2025 Updates
Positive Updates
Exceeding Subscriber Forecasts
Fubo's global streaming business exceeded subscriber forecasts, delivering 1.47 million paid subscribers in North America, surpassing the Q1 guidance of 1.46 million at the high point.
Revenue Growth in North America
Total revenue in North America was $407.9 million, up 3.5% year-over-year, meeting the revenue guidance for the region.
Improvement in Profitability Metrics
Fubo improved global profitability metrics by more than $100 million over the trailing 12 months, highlighting ongoing execution and focus on profitability.
Net Income and EPS Improvement
Net income from continuing operations was $188 million, or $0.55 per diluted share, compared to a net loss of $56.3 million and a loss per share of $0.19 in the prior year period. Adjusted EPS loss improved to $0.02 from a loss of $0.14 a year ago.
Progress in Cost Control and Efficiency
Adjusted EBITDA was negative $1.4 million, a $37 million improvement year-over-year, underscoring focus on cost control and efficient growth.
Interactive Ads Growth
Interactive ad revenues grew by 37% year-over-year, with ad products overall up 41% year-over-year for the first half.
Negative Updates
Subscriber Decline in North America
North American subscribers were down 2.7% year-over-year, despite exceeding guidance.
Advertising Revenue Decline
Ad revenue for the quarter was $22.5 million, down 17% year-over-year, largely due to the discontinuation of Warner Bros. Discovery and TelevisaUnivision Networks.
Guidance for Q2 Decline
Guidance for Q2 2025 in North America projects subscribers of 1.225 million to 1.255 million, a 14% year-over-year decline at the midpoint, and revenue of $340 million to $350 million, a 10% decline at the midpoint.
Rest of World Performance
Rest of World subscribers are projected to decline by 17% year-over-year in Q2, with revenue expected to decline by 15% at the midpoint.
Company Guidance
During Fubo's first quarter 2025 earnings call, key metrics highlighted included surpassing subscriber and revenue guidance for their global streaming business, with 1.47 million North American subscribers, slightly exceeding the 1.46 million guidance at the high point, despite a 2.7% year-over-year decline. North America revenue reached $407.9 million, marking a 3.5% increase year-over-year. The company improved global profitability metrics by over $100 million on a trailing 12-month basis. Ad revenue, however, saw a 17% year-over-year decline, attributed to the discontinuation of Warner Bros. Discovery and TelevisaUnivision Networks. Net income from continuing operations was $188 million, or $0.55 per diluted share, compared to a $56.3 million net loss the previous year, largely benefiting from a $220 million gain on litigation settlement. The adjusted EPS loss improved to $0.02 from $0.14 a year ago. Adjusted EBITDA was negative $1.4 million, a $37 million year-over-year improvement. For Q2 2025, North America guidance projects a decline in subscribers to between 1.225 million and 1.255 million and revenue between $340 million and $350 million. Additionally, the Rest of World segment anticipates a 17% subscriber decline and a revenue drop of 15% at the midpoint.

fuboTV Financial Statement Overview

Summary
fuboTV exhibits significant financial improvement, particularly evident in the latest TTM data, with strong revenue growth and profitability metrics. The balance sheet stability and improved cash flow position are positive indicators, though historical volatility suggests careful monitoring of financial strategies moving forward.
Income Statement
75
Positive
fuboTV shows a strong revenue growth trend, especially in the latest TTM period, indicating a robust expansion phase. The TTM Net Profit Margin is exceptionally high, suggesting a significant profit turnaround. However, historical annual data reveals past challenges with negative net income and EBIT margins, indicating potential volatility.
Balance Sheet
68
Positive
The company's balance sheet reflects a moderate debt-to-equity ratio with improving stockholder equity, indicating a strengthening financial position. The equity ratio has shown improvement, suggesting better asset management. Historical data shows fluctuations in equity levels, posing some risk.
Cash Flow
82
Very Positive
The cash flow statement highlights substantial improvement in free cash flow in the TTM period, showcasing effective cash management. The operating cash flow to net income ratio has turned positive, indicating sustainable operations. Historical cash flow challenges suggest potential areas for caution in consistent cash generation.
Breakdown
TTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income StatementTotal Revenue
1.64B1.62B1.37B1.01B638.35M217.75M
Gross Profit
592.52M203.91M86.15M-41.10M-10.45M-16.04M
EBIT
-158.13M-196.02M-289.35M-411.86M-359.42M-479.90M
EBITDA
32.48M-197.23M-238.07M-372.73M-287.47M-545.76M
Net Income Common Stockholders
72.24M-172.25M-287.45M-425.05M-382.96M-599.39M
Balance SheetCash, Cash Equivalents and Short-Term Investments
168.85M161.44M245.28M337.09M374.29M134.94M
Total Assets
1.14B1.08B1.23B1.28B1.37B859.35M
Total Debt
429.69M378.42M443.02M442.80M363.90M33.51M
Net Debt
260.83M216.99M197.74M105.71M-10.40M-101.44M
Total Liabilities
907.54M896.65M948.82M874.44M698.90M236.40M
Stockholders Equity
248.43M196.37M295.58M403.33M670.88M622.95M
Cash FlowFree Cash Flow
161.04B-95.31M-199.57M-322.69M-206.08M-150.73M
Operating Cash Flow
161.39B-79.48M-177.62M-316.70M-192.60M-150.56M
Investing Cash Flow
-3.71B-15.84M-25.42M-12.42M-76.17M-838.00K
Financing Cash Flow
2.50B11.46M111.23M296.27M511.96M280.00M

fuboTV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3.50
Price Trends
50DMA
3.03
Positive
100DMA
3.37
Positive
200DMA
2.51
Positive
Market Momentum
MACD
0.18
Negative
RSI
58.91
Neutral
STOCH
62.17
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FUBO, the sentiment is Positive. The current price of 3.5 is above the 20-day moving average (MA) of 3.17, above the 50-day MA of 3.03, and above the 200-day MA of 2.51, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 58.91 is Neutral, neither overbought nor oversold. The STOCH value of 62.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 3 New Risks
1.
Our principal asset after the completion of the Business Combination will be our interest in Newco, and, accordingly, we will depend on distributions from Newco to pay our taxes and expenses, including payments under the contemplated Tax Receivables Agreement, and to pay dividends. Newco's ability to make such distributions may be subject to various limitations and restrictions. Q4, 2024
2.
The Business Combination may not be completed on the terms or timeline currently contemplated, or at all, and failure to complete the Business Combination may result in material adverse consequences to Fubo's business and operations. Q4, 2024
3.
Fubo and Hulu will be subject to business uncertainties and contractual restrictions while the Business Combination is pending that could adversely affect either of them or, in the event the Business Combination is completed, Newco. Q4, 2024

fuboTV Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$1.22B18.2321.67%13.18%
68
Neutral
$2.65B5.7816.07%2.99%6.34%-0.26%
GTGTN
67
Neutral
$434.82M1.679.92%8.29%9.08%
SSSSP
66
Neutral
$195.59M2.4211.23%6.28%
66
Neutral
$391.11M-12.13%1.31%-4.04%84.17%
61
Neutral
$14.27B5.87-4.20%3.70%2.75%-35.76%
48
Neutral
$185.73M86.54%3.31%-39.47%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FUBO
fuboTV
3.50
2.25
180.00%
SSP
E. W. Scripps Company Class A
2.35
-0.31
-11.65%
GTN
Gray Television
3.99
-1.47
-26.92%
TGNA
TEGNA
16.66
2.66
19.00%
IHRT
iHeartMedia
1.37
0.34
33.01%
CURI
CuriosityStream
6.87
5.88
593.94%

fuboTV Corporate Events

M&A TransactionsLegal ProceedingsBusiness Operations and Strategy
FuboTV and Disney Merge Hulu + Live TV
Positive
Jan 6, 2025

FuboTV Inc. and The Walt Disney Company have reached an agreement to merge Disney’s Hulu + Live TV business with Fubo, forming a new virtual MVPD company. Disney will own a 70% stake in the new entity, while Fubo’s existing management team will continue to lead operations. The merger aims to enhance consumer choice with flexible programming options, leveraging a combined subscriber base of over 6.2 million in North America. Additionally, the transaction includes a settlement of all litigation between Fubo and Disney, ESPN, FOX, and Warner Bros. Discovery, with Disney and its affiliates making a substantial cash payment to Fubo and committing to a future term loan. This strategic move is expected to strengthen Fubo’s market position and financial standing, offering potential benefits to stakeholders through synergies and increased profitability.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

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.