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FUFUBO

fuboTV Inc.

$FUBO·$1.0B·Broadcasting·Communication Services
$10.30+2.0%YTD-68.7%1Y-75.3%
Mentions · last 7 days
2026-08-21: 25 posts2026-08-22: 24 posts2026-08-23: 14 posts2026-08-24: 26 posts163+21%
Price updated 3d ago·X counts updated 6d ago
FUFUBO
$FUBOfuboTV Inc.
$10.30+1.98%163 posts+21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FUBO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The sports streamer's revenue just quintupled — a November Strategy Day and Disney+ integration are the setup.

fuboTV is a live-sports-focused streaming service that has been rebuilt around the Hulu Live/Disney+ integration and a specific college-sports channel expansion. Shares are down 68% YTD and 75% TTM at $10.30, but the underlying revenue arc has changed dramatically.

  • Revenue jumped hard: quarterly revenue ran $380M / $377M / $1.55B / $1.57B — the two-quarter step-up reflects the Disney+ integration being pulled through the P&L, gross margin still thin at 8% and quarterly EPS at $-0.24 / $-0.72 / $-0.24 / $-0.07 — analysts model $6.2B and $-1.09 EPS for the full year.
  • The November Strategy Day is the specific catalyst: management has flagged that contractual EBITDA already steps up materially, which is why the sell-side is positioning around the event; Sensor Tower shows iOS downloads roughly doubling to ~400K/month with Fubo pushing into the top 20-40 of US Entertainment charts.
  • The technical setup is loaded: rising OBV, 5x weekly volume, a bullish MACD crossover, and a reclaim of the 9-week EMA — that's the shape of a real accumulation phase, and the ACCNX and SECN+ college-sports channel additions add real subscriber-mix improvements ahead of the ramp.

A Nov 2 print that shows subscriber growth and a stepped-up contractual EBITDA extends the coil into a real breakout; a soft subscriber number, a Hulu Live integration disclosure that hurts unit economics, or a fresh executive departure is what invalidates the setup.

Agrees with X sentimentX's bullish framing tracks the mechanics — the Strategy Day step-up, the Disney+ integration, and the technical breakout are all real; the sample is missing a specific unit-economics bear voice, which is the honest gap.

What to watch: The Nov 2 Q3 print and the November Strategy Day — subscriber growth, contractual EBITDA step-up, and Disney+ integration economics. A soft subscriber number is what invalidates the setup.

On the calendar: 2026-11-02 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment21 posts analyzed · as of 2026-08-30

FuboTV's thread turns constructive as posters flag the launch of ACC Network Extra and SEC Network+ across 2,500+ live college events, a 20-day SMA crossing above the 50-day at ~$9.79/$9.54, positive MACD and improving OBV, plus Sensor Tower iOS downloads doubling from 200K to 400K per month. Bulls call it Stage 1 base transitioning toward Stage 2, targeting $11+ if that level holds. Skepticism centers on repeated Gandler and Alberto insider selling that keeps the stock from gaining sustained traction.

Read the AI verdict + X sentiment for $FUBO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a live sports-focused streaming TV service with integrated sports betting in the US.

Industry overviewAI analysisGenerated by AI from underlying data

Where Broadcasting sits in its cycle right now — and what that implies for $FUBO.

Broadcasting · Communication Services

Streaming subscriber economics are the central tension: pricing power improving as password-sharing crackdowns and ad-tier rollouts lift ARPU. Linear TV cord-cutting continues structurally — sports rights remain the last durable moat.

What this means for $FUBO

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; fuboTV Inc.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-5.2%YTD
+1.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-43.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.25$-0.29+14.8%
Q1 2026May 11, 2026$-0.07$-0.15+53.3%
Q4 2025Feb 3, 2026$-0.60$0.36-266.7%
Q3 2025Nov 3, 2025$-0.72$-0.48-50.0%
Next earningsMon, Nov 2·consensus EPS $-0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+278.1%5.3%-0.6%$-0.07$-212.2M
Q4 FY25$1.5B+249.4%5.7%-1.3%$-0.24$-200.8M
Q3 FY25$377.2M-2.3%18.0%-5.3%$-0.72$-3.6M
Q2 FY25$380.0M-2.8%20.4%-1.6%$-0.24$-37.9M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$5.9B – $6.5B-$1.09-$1.11 – -$1.082
FY27$6.5B$6.4B – $6.6B-$0.05-$0.06 – -$0.042
FY28$6.8B$6.8B – $6.8B$0.96$0.95 – $0.971
FY29$7.8B$7.7B – $7.8B$2.12$2.10 – $2.141
FY30$8.3B$8.2B – $8.3B$2.43$2.40 – $2.461

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-43.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Alberto HorihuelaCOO141.1K sh$1.5M
+ 10 other (9 awards · 1 exempt) in window

See when $FUBO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 298-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

FuboTV Inc (FUBO) disclosed an executive/director departure (Item 5.02, filed 2026-07-29). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

3New insider — initial holdingsJul 133
AI summary

FuboTV (FUBO) — Form 3 initial ownership for Alisa Anne Bowen (CEO) dated July 10, 2026. Bowen reports zero securities owned as of the filing date. Administrative — routine Form 3 initial-ownership disclosure for the company's CEO; no shares or options held at time of filing.

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

FuboTV appointed Alisa Bowen as Chief Executive Officer, effective July 10, 2026. Bowen most recently served as President of Disney+, where she led global subscriber growth and the platform's ad-supported tier expansion. She succeeds co-founder David Gandler, who will transition to an advisory role. The hire of a streaming industry veteran with direct subscription and advertising experience is a clear strategic signal as FuboTV navigates the competitive live sports streaming market.

8-KCharter amendmentMar 238-K — Item 5.03: Charter amendment
AI summary

FUBO filed an 8-K (Item 5.03) dated 2026-03-23. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year As previously disclosed, on February 3, 2026, at the recommendation of the board of directors (the “Board”) of FuboTV Inc. (the “Company”), Hulu, LLC, as the holder of not less than the minimum number of votes that would be necessary to authorize or take action at a meeting at.

SC 13D/AActivist amendmentMar 20SC 13D/A
AI summary

Walt Disney Co filed an amended Schedule 13D on FUBO disclosing beneficial ownership (947,910,220.00 shares) as of 2026-03-20. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 15 other (3 earnings 8-Ks · 3 proxys · 3 13Gs · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TBL Team Boxing League Announces Multi-Year Streaming Agreement with Fubo Sports Network Through 2027prnewswire.com·4d agoIs It Too Late to Buy FuboTV Inc (FUBO) After 4.6% Rally? GF Value Says Undervaluedgurufocus.com·6d agoA Look at FuboTV Inc (FUBO) After 3.6% Gain -- GF Value $69.08 vs Price $10.15gurufocus.com·17d agofuboTV Q3 Earnings Call Highlightsmarketbeat.com·23d agoFuboTV: Turnaround In Place, But Value Trap Remains A Fearseekingalpha.com·25d ago

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