DaddyCash
428 posts


@ChartLearning Makes no sense…the release guidance and are on track with said guidance which the analysts provided upgraded price targets for…earning call happens and they are meeting what they guided for …sharp sell off lol…makes zero sense
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@JohnJLockwood @PSInvestor Considering they had no Olympics or Super Bowl I’m honestly pleasantly surprised
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$FUBO FuboTV Inc. Q2 fiscal 2026 earnings are out.
First full quarter of the combined $FUBO and Hulu + Live TV business. The story is operating leverage, not top-line growth. Net loss compressed dramatically and Adjusted EBITDA swung to $37.7M from a pro forma $1.4M a year ago, even with revenue essentially flat.
Key catalysts from the report:
- ESPN 'Where to Watch' integration launching soon, putting Fubo Sports in front of a massive engaged sports audience
- Fubo Sports integration into the ESPN commerce flow targeted for 1H 2027
- Fubo migrating into Disney's Ad Server with inclusion in Disney's annual Upfront in NYC next week
- Multi-year MLB rights retained including BravesVision, Spectrum SportsNet LA, and SNY for Mets fans
- Fubo Sports Network launched on Hulu + Live TV in February, bringing nearly 500 annual live events to a wider audience
David Gandler, co-founder and Chief Executive Officer:
'Our business is performing well, and we believe we are just beginning to realize the full potential of the Fubo and Hulu + Live TV business combination.'
David Gandler, co-founder and Chief Executive Officer:
'At our core, $FUBO is committed to delivering the right product for every consumer along the demand curve at compelling price points.'
Revenue mix is dominated by the related-party arrangement with Disney covering Hulu + Live TV, with direct Fubo subscription as the second leg, advertising as the third, and a small Rest of World contribution. North America is essentially the entire business at this stage.
Inflection point: This is the first quarter where Hulu + Live TV is the accounting acquirer and $FUBO is reporting as the combined entity, with management reaffirming the path to positive Free Cash Flow in fiscal 2027 and Adjusted EBITDA of at least $300M by fiscal 2028.
My take, the EBITDA jump and tightening loss show the synergy thesis is starting to land, but the subscriber number is the one I am keeping a close eye on as the integration unfolds.


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@DV_investor @StockResearchWk Well shit id be more than happy with that
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@Mharman22 @StockResearchWk 200$+ if they exacute, will take a while, 2027 Q2-Q3 probably and not in a straight line.
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@derminvests The one thing i liked was it traded with the market…followed a similar pattern to other big movers like Ondas…which would mean part of the original sell off after split was more about the broader market and not fubo specific…as long as market rallies we should continue also
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$FUBO just received a new analyst rating for the first time after the RS.
B. Riley last night initiated coverage of FuboTV $FUBO with a Buy rating and $18 price target.
100% upside from todays price.

Patient Investor@PSInvestor
1. $FUBO adding Spectrum SportsNet LA is a real local sports win. SportsNet LA is the Dodgers’ dedicated regional network, and the Dodgers’ local rights still carry serious value. 2. This fits the same pattern as Rangers Sports Network and Fubo’s broader push around 35+ RSNs and 55,000+ live events. 3. Good strategic signal for local MLB depth. Financial impact still needs more detail.
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DaddyCash retweetledi

⚡️B. Riley last night initiated coverage of FuboTV $FUBO with a Buy rating and $18 price target.
Fubo is a consumer-first live television streaming company offering premium sports, news, and entertainment programming, the analyst tells investors in a research note. Riley views the shares as "oversold" following the 80% decline sine the January 2025 high. The merger with Hulu plus Live TV should is an "inflection" point with scale benefits, improving ad yields, and other synergies creating operating leverage and "meaningful" EBITDA upside potential relative to the current run-rate, contends the firm.
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@Gustavo38288291 I dunno I saw zero percent ownership but some are saying it has to do with vanguards restructuring so not sure anymore to be honest…im no pro at this stuff
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