fuboTV (NYSE:FUBO) Issues Earnings Results

fuboTV (NYSE:FUBO) released its quarterly earnings data on Tuesday. The company reported ($0.02) EPS for the quarter, missing analysts’ consensus estimates of $0.02 by ($0.04), FiscalAI reports. The company had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.45 billion. fuboTV had a negative return on equity of 8.94% and a net margin of 5.72%.The company’s revenue for the quarter was up 40.0% compared to the same quarter last year. During the same period last year, the firm earned ($0.11) earnings per share.

Here are the key takeaways from fuboTV’s conference call:

• On a 12‑month pro forma basis the combined Fubo and Hulu Live generated $6.2 billion of revenue and finished with 6.2 million North America subscribers, with trailing 12‑month pro forma Adjusted EBITDA of $77.9 million and Q1 pro forma Adjusted EBITDA of $41.4 million.
• Management is integrating Fubo inventory into the Disney Ad Server (going live soon) and will include Fubo Sports in ESPN’s Commerce Flow, which it expects will boost CPMs/fill rates and materially lower customer acquisition costs.
• Renewal talks with NBCUniversal stalled after the Versant spinoff and Comcast paused engagement; NBC content was removed with only modest subscriber impact to date, but the situation poses a content and negotiation risk as contracts renew.
• Financially the company reported a narrower pro forma net loss, entered the quarter with $458.6 million of cash, flagged a working‑capital (AR) drag on operating cash flow, announced a planned reverse stock split, and did not provide formal forward guidance yet.

fuboTV Stock Up 1.1%

NYSE FUBO opened at $1.79 on Thursday. The business has a fifty day moving average price of $2.59 and a two-hundred day moving average price of $3.35. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.69 and a quick ratio of 0.69. The stock has a market capitalization of $613.47 million, a PE ratio of 3.98 and a beta of 2.04. fuboTV has a fifty-two week low of $1.56 and a fifty-two week high of $4.72.

fuboTV News Summary

Here are the key news stories impacting fuboTV this week:

• Positive Sentiment: Revenue growth and strategic update — fubo reported strong top-line growth (revenue up ~40% YoY and a beat versus consensus) and highlighted a transformative business combination with Hulu + Live TV that management says improves scale and distribution. These items support the long‑term story of subscriber and revenue expansion. Fubo Delivers Strong Q1 FY 2026 Results
• Neutral Sentiment: Elevated trading and media attention — the stock saw a large spike in call-option activity (about 57,995 calls traded, ~71% above average), which increases intraday volatility but doesn’t by itself change fundamentals. Media/streaming coverage about free viewing of shows (e.g., House of Payne, Assisted Living) may help engagement but is not a major driver of the share move. House of Payne viewing article
• Negative Sentiment: Reverse stock split announcement — management executed a reverse split, a move often perceived as a sign of distress or an attempt to regain listing/float dynamics; the market reacted strongly and the share price plunged following the announcement. That action appears to be the biggest immediate catalyst for selling pressure. FUBO reverse stock split details
• Negative Sentiment: Mixed/weak profitability metrics — while revenue beat, reported EPS came in as a loss and missed analyst expectations (different outlets show a small EPS miss / larger-than-expected loss). That mixed print — revenue good, earnings disappointing — plus negative return metrics has prompted short-term selling and a gap down in the stock. Earnings coverage (Zacks)
• Negative Sentiment: Immediate market reaction and headlines — coverage noting a gap down and selloff (and commentary pieces suggesting “plunges”/oversold territory) has likely magnified intraday downside as momentum traders and headline-driven flows accelerate selling. Gap down coverage

Analyst Upgrades and Downgrades

Several research analysts have weighed in on FUBO shares. Weiss Ratings reissued a “sell (d+)” rating on shares of fuboTV in a report on Wednesday, October 8th. Zacks Research cut fuboTV from a “strong-buy” rating to a “hold” rating in a report on Friday, December 12th. Wedbush dropped their target price on fuboTV from $5.00 to $3.50 and set an “outperform” rating for the company in a report on Thursday. Wall Street Zen raised shares of fuboTV from a “sell” rating to a “hold” rating in a research report on Friday, January 23rd. Finally, Needham & Company LLC cut their price objective on shares of fuboTV from $4.25 to $3.00 and set a “buy” rating for the company in a report on Tuesday. Two equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $3.33.

Insiders Place Their Bets

In related news, CEO David Gandler sold 170,279 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $2.55, for a total value of $434,211.45. Following the completion of the transaction, the chief executive officer directly owned 561,428 shares in the company, valued at approximately $1,431,641.40. The trade was a 23.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO John Janedis sold 170,585 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $3.16, for a total value of $539,048.60. Following the completion of the transaction, the chief financial officer owned 130,478 shares of the company’s stock, valued at $412,310.48. The trade was a 56.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 610,095 shares of company stock valued at $1,818,811 in the last quarter. Corporate insiders own 5.30% of the company’s stock.

Institutional Investors Weigh In On fuboTV

Institutional investors have recently added to or reduced their stakes in the company. CIBC Bancorp USA Inc. bought a new position in shares of fuboTV during the third quarter valued at about $148,000. Kestra Private Wealth Services LLC grew its position in shares of fuboTV by 13.2% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 42,757 shares of the company’s stock worth $177,000 after buying an additional 5,000 shares during the last quarter. Quadcap Wealth Management LLC increased its stake in shares of fuboTV by 21.7% during the third quarter. Quadcap Wealth Management LLC now owns 55,908 shares of the company’s stock valued at $232,000 after buying an additional 9,986 shares during the period. Northwestern Mutual Wealth Management Co. bought a new position in shares of fuboTV during the third quarter valued at approximately $145,000. Finally, Mercer Global Advisors Inc. ADV lifted its stake in fuboTV by 57.6% in the third quarter. Mercer Global Advisors Inc. ADV now owns 238,353 shares of the company’s stock worth $989,000 after acquiring an additional 87,094 shares during the period. Hedge funds and other institutional investors own 39.31% of the company’s stock.

fuboTV Company Profile

fuboTV Inc is a sports-focused live TV streaming platform that provides subscribers with access to a broad range of televised sports, news and entertainment programming. The service offers tiered channel packages featuring major networks such as ESPN, Fox Sports, NBC and regional sports networks, along with bundled options for premium channels and international programming. A core element of fuboTV’s proposition is its cloud DVR functionality, which enables users to record live events and store them for later viewing.

In addition to its live television offerings, fuboTV has developed an in-house ad-supported streaming network—fubo Sports Network—that delivers original sports news, analysis and highlights.