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- **Combined Scale**: 6.2 million North America subscribers and $6.2 billion pro forma trailing revenue post-Hulu Live integration.
- **Ad Tech Synergy**: Disney ad server integration expected to drive double-digit CPM and fill rate improvements in Q1.
- **Subscriber Resilience**: Stable subscriber base despite NBCUniversal pause, with Fubo Sports retention 30% higher than legacy plans.
- **Profitability Growth**: Pro forma adjusted EBITDA up 90% YoY to $41.4 million, net loss halved to $19.1 million.
- **Strategic Priorities**: ESPN commerce flow integration, mobile innovation, and content cost optimization to close gap with YouTube TV.

**【Management Opening】**
- FuboTV reported Q1 2026 results as a combined company with Hulu Live, with pro forma trailing 12-month revenue of $6.2 billion and 6.2 million North American subscribers.
- The call format included CEO remarks, CFO financials, and Q&A, with a focus on integration progress and financial performance.

**【CEO Commentary】**
- **Strategic Integration Progress**: 
  - Stage 1: Ad tech integration with Disney's ad server to enhance CPM and fill rates, expected to go live late Q1.
  - Stage 2: Consumer-focused initiatives like Fubo Sports, which saw strong retention (30% higher than legacy plans) and trial conversion rates.
  - Stage 3: Content cost optimization through scale, with NBCUniversal renewals paused due to Disney's focus on Hulu Live.
- **Subscriber Resilience**: Despite losing NBC content for over 4 weeks, North America subscribers remained stable at 6.2 million (vs. 6.3 million prior year).
- **Latino Growth**: Record-high Latino product subscribers, with Hulu Live launching a Spanish-language bundle.
- **NBCUniversal Update**: Comcast halted Fubo renewals, citing satisfaction with Hulu Live terms. Fubo Sports package performed well, with pricing flexibility attracting value-oriented consumers.

**【CFO Financial Commentary】**
- **Revenue**: Q1 North America revenue $1.54 billion (pro forma $1.68 billion), up 6% YoY on a pro forma basis.
- **Profitability**: Pro forma adjusted EBITDA $41.4 million (vs. $22 million prior year), net loss $19.1 million (improved from $38.6 million prior year).
- **Cash Position**: $458.6 million in cash, with plans for a reverse stock split to enhance liquidity and attract investors.
- **Synergies**: Expected $120+ million in synergies from ad integration, content cost efficiencies, and procurement, with ad revenue uplift expected in Q1.

**【Q&A Highlights】**
- **NBCUniversal Impact**: Minimal subscriber impact due to Fubo Sports' success and price flexibility. No immediate resolution, but Fubo will focus on ESPN partnership and Hulu Live integration.
- **Disney Ad Integration**: Expected double-digit improvements in CPM and fill rates post-integration, with Fubo ad inventory sold alongside Disney properties.
- **Subscriber Growth**: Q2 year-over-year growth expected, driven by Fubo Sports and Hulu Live skinny bundles. ESPN commerce flow integration could lower SAC.
- **YouTube TV Blackout**: Minimal impact on Fubo, as Hulu Live's non-seasonal subscriber base offset sports-driven Fubo volatility.
- **Disney Strategy**: Focus on mobile and fantasy sports innovations to close gap with YouTube TV's 10 million subs. Exploring betting integration with ESPN.
- **Guidance**: No formal 2026 guidance, but focus on disciplined execution, ad monetization, and content efficiency.


FuboTV Inc. (FUBO) Q1 2026 Earnings Call Transcript

- **Scale & Efficiency**: 1.63M subscribers, 50% YoY churn reduction, 20% gross margin target.
- ** Skinny Bundle Success**: 20% QoQ growth, no cannibalization, $55.99 price point.
- **Disney Synergies**: Hulu+Live TV combination, Disney ad sales transition Q1 2026.
- **Profitability**: 2nd consecutive positive EBITDA ($6.9M), operating expenses at 100% revenue parity.
- **Global Expansion**: 6th largest pay TV provider, international Disney+ integration.

**【CEO Summary Section】**
- Fubo ended Q3 2025 with 1.63 million North American subscribers, up 1.1% YoY, and $369 million in total revenue. 
- Achieved second consecutive quarter of positive adjusted EBITDA ($6.9 million) and reduced churn by nearly 50% YoY.
- Launched successful skinny sports bundle at $55.99, driving record trial conversions with no cannibalization of existing tiers.
- Combined with Hulu+Live TV to become 6th largest pay TV provider in the U.S., with 5.9 million total subscribers post-transaction.
- Emphasized AI-driven personalization (e.g., game highlights, multiview) and strategic focus on profitable scale through Hulu's ad ecosystem.

**【CFO Financial Commentary】**
- North America revenue: $368.6 million (down 2.3% YoY due to Univision exit), Rest of World: $8.6 million.
- Advertising revenue down 7% YoY but non-video ad formats grew 150% YoY.
- Net loss narrowed to $18.9 million vs. $54.7 million YoY; free cash flow negative $9.4 million.
- Operating expenses as % of revenue improved to 100% parity, reflecting disciplined cost control.
- $280 million cash on hand post-transaction, enabling ad sales transition to Disney.

**【Q&A Highlights】**
- **Advertising Transition**: Disney will manage ad sales, with fubo netting revenue after commission. Hulu inventory integration expected Q1 2026.
- **Subscriber Growth**: Q3 net adds up 68% YoY with 21% reduction in marketing spend as % of revenue.
- ** Skinny Bundle**: 20% sequential growth with better retention and lower churn than Pro/Elite tiers.
- **International Strategy**: Migrating Molotov onto fubo platform for global expansion, leveraging Disney's 100M+ international subs.
- **Programming Efficiency**: Target 30% gross margin through scale (currently ~20%).
- **YouTube TV Impact**: Minimal direct impact, but seeing incremental Latino subs organically.


fuboTV Inc. (FUBO) Q3 2025 Earnings Call Transcript

- **First Positive EBITDA Milestone**: $20.7 million adjusted EBITDA, reflecting operational efficiency and cost control.
- **New Product Launches**: Fubo Sports (skinny service) and Pay-Per-View expand reach, with DAZN partnership enhancing content distribution.
- **Merger Progress**: Hulu+ Live TV deal on track for Q4 2025/Q1 2026 close, subject to regulatory approvals.
- **Financial Health**: $285 million cash reserves support flexibility; ad revenue resilient despite content losses.
- **Subscriber Growth**: Q3 expected to benefit from sports season, with focus on efficient marketing and retention.

**【CEO Summary Section】**
- Achieved first quarter of positive adjusted EBITDA ($20.7 million), marking a significant milestone.
- North America revenue: $371 million (down 3% YoY), subscribers: 1.36 million (down 6.5% YoY).
- Rest of World revenue: $8.7 million (up 4.7% YoY), subscribers: 349,000 (down 12.5% YoY).
- Launched Fubo Sports (skinny sports service) and Pay-Per-View for live events, aiming to expand reach and convert casual viewers.
- Announced merger with Hulu+ Live TV, targeting Q4 2025/Q1 2026 close, subject to regulatory approvals.
- Partnered with DAZN to expand content distribution and access premium sports rights.
- Introduced personalized features (e.g., Catch Up To Live, Game Highlights) to enhance live sports viewing experience.

**【CFO Financial Commentary】**
- Adjusted EBITDA: $20.7 million (vs. -$9.3 million and operational efficiency.
- North America ad revenue: $25.5 million ( YoY), driven by cost controldown 2% YoY) due to lost content partnerships.
- Net loss narrowed to $8 million ($0.02 per share) vs. $25.8 million ($0.08 per share) YoY.
- Cash reserves: $285 million, providing financial flexibility.
- Free cash flow: -$37.7 million (down $2.4 million YoY).

**【Q&A Key Highlights】**
- **Subscriber Trends (Q3):** Expect seasonal uptick in sports season; focused on efficient marketing and retention. July performance in line with expectations.
- **French Acquisition Impact:** Integrated Molotov tech stack, negotiating sports rights in France; ad tech integration planned for late 2025/early 2026.
- **Ad Revenue Trends:** Auto sector softness impacting growth, but retail/e-commerce and tech ad spend strong. FAST channels contributing mid-single-digit revenue growth.
- **Content Loss Impact:** Univision/Discovery losses drove price sensitivity, but Latino package price reduction boosted conversions. Focused on stand-alone offerings and skinny bundles.
- **Merger Strategy:** Anticipate Hulu+ Live TV combination to enhance competition and consumer choice in pay-TV market.


fuboTV Inc. (FUBO) Q2 2025 Earnings Call Transcript

- **Q1 Growth Milestones**: North America streaming revenue +3.5% YoY to $407.9M, exceeding Q1 subs guidance. Global adj. EBITDA improved $37M YoY.
- **Skinny Bundle Play**: Launching sports/broadcasting skinny bundle Q4 2025 with non-Disney content. Industry adoption of skinny bundles validates strategy.
- **Ad Innovation**: Interactive ads up 37% YoY; shoppable ads rolling out. April ad revenue growth strongest in 2025.
- **2025 Profitability**: On track for streaming business profitability with $100M+ trailing 12M adj. EBITDA improvement.
- **Risks**: Q2 subs guidance implies 14% YoY decline; TelevisaUnivision content loss impacting ad inventory.

**【CEO Key Highlights】**
- **Q1 Subscribers & Revenue**: North America streaming subscribers reached 1.47M (down 2.7% YoY) vs. Q1 guidance of 1.46M. Revenue $407.9M (+3.5% YoY), driven by improved profitability metrics (>$100M trailing 12M adj. EBITDA). Global streaming business on track for 2025 profitability.
- **Content Strategy**: Launching skinny bundles with sports/broadcasting service for fall sports season. Securing non-Disney content at market rates; targeting Q4 2025 launch. Industry following Fubo's lead with skinny bundles.
- **Hulu Transaction**: Regulatory process ongoing; believes transaction will enhance scale and competition in pay TV space.

**【CFO Financial Breakdown】**
- **Q1 Financials**: 
  - Net income: $188M ($0.55 EPS) vs. $56.3M loss YoY
  - Adjusted EPS: -$0.02 (vs. -$0.14 YoY)
  - Adjusted EBITDA: -$1.4M (vs. -$38.4M YoY)
  - Free cash flow: -$62M (improved $9M YoY)
- **Q2 Guidance**: 
  - NA Subs: 1.225-1.255M (-14% YoY midpt)
  - NA Revenue: $340-350M (-10% YoY midpt)
  - Rest of World: 325-335K subs (-17% YoY)
- **Key Drivers**: 
  - TelevisaUnivision content drop impacting NA subs
  - One-time sports events (Copa America) in Q2 2024
  - Advertising revenue down 17% YoY due to lost content inventory

**【Q&A Key Takeaways】**
- **Content Partnerships**: 
  - TelevisaUnivision open to discussions but no update
  - Fubo reduced Latino package price, seeing solid interest
  - Non-Disney content deals progressing for skinny bundles
- **Ad Performance**: 
  - Interactive ads up 37% YoY; shoppable ads launching soon
  - Q1 ad revenue $22.5M (-17% YoY) due to content loss
  - April ad growth strongest in 2025
- **International Strategy**: 
  - Molotov focused on profitability, not growth
  - Unified platform integration nearing completion
  - Testing global expansion timing


fuboTV (FUBO)-2 May 25-2025 Q1 Earnings call transcript

- **Record 2024 Growth**: North America revenue +19% to $1.6B, subs 1.676M (+4%), ARPU $87.90 (+1.4%). 
- **Disney Deal Impact**: Becomes 6th largest pay TV player post-Hulu combo, targeting competitive pricing. 
- **New Bundles Launched**: Z Family at 55% lower price, new sports/broadcast service for fall 2025. 
- **Financial Milestones**: First positive free cash flow ($16.3M Q4), 2024 EBITDA improvement +$100M. 
- **Q1 2025 Outlook**: Subs -4% YoY (midpoint), revenue +3%, free cash flow to drive 2025 profitability. 
- **Ad Challenges**: Q4 ad rev down 12%, but sports CPMs stable, 2025 upfront tone improving.

**【CEO Summary Section】**
- North America revenue reached $1.6 billion in 2024, up 19% YoY, with Q4 revenue of $434 million (+8% YoY). 
- Paid subscribers hit 1.676 million (+4% YoY), with ARPU at $87.90 (+1.4% YoY). 
- Announced Disney partnership to combine Hulu+LiveTV with Fubo, positioning as 6th largest pay TV player. 
- Launching new sports/broadcast service for fall 2025 and Z Family multicultural bundle at 55% lower price than Univision plan. 
- 2024 adjusted EBITDA and free cash flow improved by $100M, targeting 2025 profitability.

**【CFO Financial Commentary】**
- Q4 GAAP net loss: $40.9M (vs. $71M YoY). Adjusted EBITDA: -$8.7M (vs. -$50.1M YoY). 
- Free cash flow: $16.3M (first positive quarter, +$22.1M YoY). 
- Q1 2025 guidance: North America subs 1.43-1.45M (-4% YoY midpoint), revenue $400-410M (+3% YoY). 
- Rest of World subs: 330-340K (-16% YoY), revenue $7.5-8.5M (-5% YoY). 
- Advertising revenue: $34.4M (-11.8% YoY) due to content portfolio shifts.

**【Q&A Key Highlights】**
- **Disney ESPN & MLB Rights**: Exploring partnerships if MLB opts out of ESPN post-2025. No conflicts expected with Disney deal. 
- **Programming Costs**: New sports bundle pricing will be "significantly different" vs core Fubo, targeting broader demand curve. 
- **Univision Impact**: Q1 sub decline driven by Univision non-renewal, but Q1 ex-Univision growth ~mid-single digits. 
- **Ad Business**: Q4 ad revenue down due to Discovery/Univision exits, but sports CPMs stable. 2025 upfront interest improving. 
- **Free Tier Effect**: Reactivation rates improved, but no plans to move free tier in front of paywall. 
- **Cost Efficiency**: G&A down low double-digit millions YoY, incremental EBITDA margin 45% in 2024 (vs 34% 2023).

Actual	-19.8	-29.64	-7.08	-8.16	-8.88	-9.12	-10.68	-7.56	-9.84	-9.12	-4.44	-2.04	-3.48	-2.88	-2.28	-0.96	-1.8972	-1.32	6.6	-0.24	-0.72	-0.24
Forecast	-7.41	-8.4171	-6.54	-5.8286	-7.371	-7.48	-7.7199	-8.5067	-8.7591	-8.4723	-5.4284	-3.6207	-3.8473	-3.7482	-2.6189	-1.68	-2.13	-2.13	-1.14	-0.3735	-0.72	-0.39
Surprise	-167.21%	-252.14%	-8.26%	-40.00%	-20.47%	-21.93%	-38.34%	+11.13%	-12.34%	-7.64%	+18.21%	+43.66%	+9.55%	+23.16%	+12.94%	+42.86%	+10.93%	+38.03%	+678.95%	+35.74%	0.00%	+38.46%

FUBO

FUBO fundamentals

FUBO Q1 2026 Earnings

Earnings Call

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FUBO

FUBO fundamentals

FUBO Q1 2026 Earnings

Earnings Call

FUBO Earnings Call Summary for Q1/20268:30 AM on Feb 3, 2026

FUBO Earnings Call Summary for Q3/20258:30 AM on Nov 3, 2025

FUBO Earnings Call Summary for Q2/20258:30 AM on Aug 8, 2025

FUBO Earnings Call Summary for Q1/20258:30 AM on May 2, 2025

FUBO Earnings Call Summary for Q4/20248:30 AM on Feb 28, 2025

You can ask Aime