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FUFUBO

fuboTV Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$FUBO·$1.0B·Broadcasting·Communication Services
$9.83+7.1%YTD-67.7%1Y-76.0%
Mentions · last 7 days
2026-07-07: 59 posts2026-07-08: 50 posts2026-07-09: 188 posts2026-07-10: 97 posts2026-07-11: 32 posts2026-07-12: 51 posts2026-07-13: 83 posts572+4%
Price updated 12h ago·X counts updated 11h ago
FUFUBO
$FUBOfuboTV Inc.
$9.83+7.08%572 posts+4%
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 2026-07-13

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

Fubo just hired Disney+'s Alisa Bowen as CEO — a former Disney executive taking over the sports-streaming turnaround.

fuboTV is the sports-first streaming platform that has been repositioning as an ad-supported and hybrid-content service. The stock has lost 78% over 12 months, but the July 10 CEO transition to Alisa Bowen (former President of Disney+) is the specific catalyst that reframes the whole setup.

What this CEO change means:

  • The hiring is a real strategic signal, not a cosmetic swap: Alisa Bowen ran Disney+ subscriber growth and the ad-supported tier expansion — Fubo's biggest strategic challenge has been converting a sports-first subscriber base into a diversified content-plus-ad platform, and Bowen has done exactly that at scale.
  • The compensation package tells you she is fully committed: $1.575M salary, 120% bonus target, and a $3.5M make-whole RSU grant — this is a heavy incentive package structured to hold her to the outcome, and it signals the board expects a multi-quarter transformation, not a caretaker role.
  • The business is small and the tape is deep in a breakdown: Q1 revenue was $1.57B (huge sequential growth reflects the Disney assets integration), but 5.3% gross margin and negative -44% FCF yield show the business is still burning meaningful cash — 2nd-percentile 52-week range on 1.7x normal volume is what capitulation looks like.

August 11 earnings will be Bowen's first substantive management update — a dated ad-tier launch plan or a named content-partnership announcement is what would break the coil upward; another cash-burn-heavy quarter without a strategic-plan disclosure is what would keep this at floor prices. Turnaround optionality with a credible operator; the execution risk remains real.

Agrees with X sentimentThe split X read is honest — bulls have the Disney-caliber CEO framing and rich compensation package, bears have the sub-EMA price action and the pre-reverse-split reference. Both are real; the CEO change is the meaningful reframe.

What to watch: August 11 earnings — Bowen's initial strategic plan, ad-tier launch commentary, and cash-burn trajectory. A dated ad-tier or content-partnership announcement is what breaks the coil upward; another cash-burn print without a plan is what confirms the floor.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

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

Bullish sentiment40 posts analyzed · as of 2026-07-13

FuboTV is going through a real management reset. Co-founder David Gandler was terminated without cause and removed from the board, and Alisa Bowen (former Disney+ president with nearly 10 years at Walt Disney) has been appointed CEO. Bowen's package is heavyweight: $1.575M salary, 120% target bonus, $3.5M RSU make-whole, $8M 2026 equity grant, $1.1M inducement bonus - which bulls read as the board paying for Disney+/Hulu/ESPN+ execution expectations. FUBO is cited as the cheapest streaming/media P/S in the group. TA setup shows FUBO on the verge of a technical breakout with positive daily divergences. Bear voices are limited - one 'FUBO was always a terrible business with a Greater Fool acquirer' post. Overall dominant tone is 'new era begins - CEO change unlocks a real reset.'

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

No material change from last week — FUBO's live sports streaming with NBCUniversal content distribution agreement positions it at the live TV streaming convergence point, while EVC has pivoted..

What this means for $FUBO

Partial — Operates a live sports-focused streaming TV service with integrated sports betting in the US; this segment overlaps with the live sports streaming rights and retransmission fee value stack but is not the dominant revenue driver.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-5.6%YTD
+4.2%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
Q4 2025Feb 3, 2026$-0.60$-0.03-1746.2%
Q4 2025Feb 3, 2026$-0.24$-0.18-29.7%
Q3 2025Nov 3, 2025$0.02$-0.06+133.3%
Q2 2025Aug 8, 2025$0.05$-0.03+260.6%
Next earningsTue, Aug 11·consensus EPS $-0.27

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$6.0B – $6.5B-$1.14-$1.15 – -$1.122
FY27$6.5B$6.4B – $6.6B-$0.02-$0.02 – -$0.022
FY28$6.8B$6.8B – $6.9B$0.99$0.98 – $1.001
FY29$7.5B$7.4B – $7.6B$1.78$1.76 – $1.801
FY30$7.9B$7.8B – $7.9B$2.05$2.03 – $2.071

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.1.4×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.-1.4%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.-58.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 2 other (1 award · 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 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.

8-KShareholder voteFeb 68-K — Item 5.07: Shareholder vote
S-3ASRAuto-shelf registrationJan 23S-3ASR
+ 18 other (4 proxys · 4 13Gs · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Why FuboTV Stock Rallied Todayfool.com·16h agoFuboTV shares pop on appointment of former Disney+ executive Alisa Bowen as CEOproactiveinvestors.com·21h agoFubo Shares in the Spotlight After Naming Disney+ Veteran Alisa Bowen as CEObenzinga.com·4d agoFuboTV names Disney's Bowen CEO, removes veteran Gandlerreuters.com·5d agoFuboTV Appoints Former Disney Executive Alisa Bowen to CEOwsj.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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