fuboTV (FUBO) AI Stock Analysis

fuboTV

(BMV:FUBO)

Rating:―N/A

Action:N/A

Date:―

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Positive Factors

Strong Revenue ExpansionThe strong trailing revenue increase indicates that fuboTV continues to expand its monetized customer base and platform activity. Sustained top-line scale can improve operating leverage over time, support greater advertising inventory, and strengthen the company’s position in the competitive live-TV streaming market.

Negative Factors

Heavy Cash BurnPersistently negative operating and free cash flow shows that the business has not yet converted its revenue base or improving EBITDA into internally generated cash. Continued cash consumption can increase reliance on funding or existing liquidity and limits flexibility to invest while absorbing operating setbacks.

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

Market Cap: MXN 855.11M
Dividend Yield: ―
Average Volume (3M): 278
Price to Earnings (P/E): -6.0
Beta (1Y): 0.66
Revenue Growth: ―
EPS Growth: ―
Country: Mexico
Employees: 510
Sector: Communication Services
Sector Strength: 60
Industry: Broadcasting

fuboTV Business Overview & Revenue Model

Company Description

fuboTV Inc. operates a live television streaming service specializing in real-time sports, news, and general entertainment content. Its operations extend across the United States and into various international territories. Through its proprietary fub...

fuboTV Earnings Call Summary

Earnings Call Date:Aug 04, 2026(Q3-2026)|% Change Since:-14.45%|Next Earnings Date:Nov 16, 2026

Earnings Call SentimentNeutral

The call presented a mix of constructive operational and strategic progress — stronger ad monetization after migration to Disney's ad server, improved cash position, event-driven subscriber and engagement gains (World Cup), and upgraded near-term adjusted EBITDA guidance with an expectation of positive free cash flow in FY2027. Offsetting these positives were a meaningful sequential decline in adjusted EBITDA year-over-year on a pro forma basis, flat pro forma revenue, modest subscriber growth, and the fact that many programming and vendor synergies are dependent on multiyear renewals and will materialize over time. Management expressed optimism about leveraging Disney partnerships and product/AI investments, but near-term profitability and top-line growth show mixed signals.

Positive Updates

Scale and Reported Revenue Growth (North America)

Reported North America revenue of $1.474B in Q3 FY2026 versus $1.074B in the prior year (as-reported +37%). Management notes pro forma revenue was approximately flat year-over-year ($1.474B vs pro forma prior $1.475B), reflecting the Hulu + Live TV combination.

Negative Updates

Adjusted EBITDA Decline (Quarter)

Adjusted EBITDA was $19.1M in Q3 FY2026 versus pro forma adjusted EBITDA of $31.0M in the prior year period, a decline of ~38% year-over-year on a pro forma basis.

Company Guidance

Management updated FY2026 pro forma adjusted EBITDA guidance to $90–$100 million, reiterated a long‑term adjusted EBITDA target of at least $300 million for FY2028, and said they expect positive free cash flow in FY2027 and FY2028; they finished Q3 with $236.4 million of cash (and expect year‑end cash >$200 million, which exceeds the face value of the 2029 converts), reported Q3 adjusted EBITDA of $19.1 million (vs. pro forma $31 million prior year), a Q3 net loss of $25.7 million and EPS loss of $0.25, Q3 North America revenue of $1.474 billion (pro forma prior year $1.475 billion), total North America subscribers of 5.75 million (+2% YoY) and Rest‑of‑World subscribers of 356k (+2%) with RoW revenue $7.8 million (pro forma $8.6 million), and highlighted a favorable sequential subscriber swing (+25k vs. a typical ~250k seasonal decline) plus early double‑digit CPM and fill‑rate improvements from the Disney ad‑server integration.

fuboTV Risk Analysis

fuboTV disclosed 85 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.The interests of Hulu, our controlling stockholder, may differ from the interests of our other stockholders.Q3, 2025

2.We cannot predict the impact our capital structure and the concentrated control by Hulu may have on our stock price or our business.Q3, 2025

3.We are exempt from certain corporate governance requirements since we are a "controlled company" within the meaning of NYSE rules, and as a result our stockholders do not have the protections afforded by these corporate governance requirements.Q3, 2025

fuboTV Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

MX:FUBO against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CURI	73Outperform	$153.69M	12950.00	0.06%	12.74%	24.86%	98.15%
NMAX	61Neutral	$1.04B	-162.70	-5.93%	―	―	―
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
SBGI	58Neutral	$925.67M	16.72	12.71%	7.81%	-6.46%	-6.68%
SKYD	50Neutral	$40.09B	-14.20	-5.27%	2.57%	1.23%	-2381.06%

* Communication Services Sector Average

Performance Comparison

MX:FUBO and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:FUBO	Fubotv Inc.	145.00	-622.40	-81.11%
SKYD	Skydance Corporation Class B	7.95	-7.19	-47.49%
SBGI	Sinclair Broadcast Group	12.80	0.05	0.38%
CURI	Curiositystream Inc	2.59	-1.22	-32.00%
NMAX	Newsmax Inc. Class B	8.07	-1.53	-15.94%
CAST	FreeCast, Inc. Class A	1.30	-7.83	-85.76%

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.

fuboTV AI Stock Analysis