FuboTV Inc. Class A (FUBO)

Significant events impacting FuboTV's stock in the past six months include the merger with Hulu + Live TV completed on October 29, 2025, with The Walt Disney Company acquiring a 70% stake in Fubo. In November 2025, Fubo became involved in a carriage dispute with NBCUniversal, leading to price reductions for Fubo's Pro and Elite plans in December 2025. FuboTV reported its Q1 fiscal 2026 results on May 6, 2026, showing North America revenue of $1.54 billion, a 39% year-over-year increase, and adjusted EBITDA of $37.75 million, exceeding analyst estimates. The company also reported a narrowed net loss of $6.2 million. North American subscribers decreased to 5.7 million from 5.9 million a year prior. The company reaffirmed its fiscal 2026 Pro Forma Adjusted EBITDA guidance of $80 million to $100 million and a long-term target of at least $300 million by 2028. Fubo also announced plans for an AI assistant for sports to launch in the fall of 2026.

FuboTV's service has historically experienced high seasonality, particularly around the fall sporting season. The combination with Hulu + Live TV is expected to make the overall service less seasonal. Management has noted that 40% to 50% of gross ads occur in the last fiscal quarter, indicating a seasonal advertising revenue component. The company has also strategically diversified its content beyond live sports to include more entertainment and news options to enhance its value proposition and potentially reduce post-season churn.

FuboTV, Inc. operates in the information sector, focusing on motion picture and video production, as well as pay television and broadcast industries. The core product, Fubo streaming service, provides access to live sporting events, news, and entertainment. The company also operates Molotov in France and owns Hulu + Live TV, and is described as an affiliate of The Walt Disney Company. Fubo offers the Fubo Sports linear network and previously operated Fubo Sportsbook in certain states.

FuboTV's services are available in the United States, Canada, and Spain. Through its subsidiary Molotov, the company also has a presence in France.

FuboTV's brand reputation in the past year has been mixed. The company was ranked among Fast Company's Most Innovative Companies (2026) and the Financial Times' The Americas' Fastest-Growing Companies (2026, 2025). Customer reviews indicate ambiguous experiences, with some praising positive interactions and ease of navigation, while others report issues with service, unexpected charges, and app crashes. FuboTV's Net Promoter Score (NPS) was 11 as of October 2025, with 52% promoters, 7% passives, and 41% detractors. Its overall customer satisfaction score is 55. Fubo offers wide access to sports but lacks NBC channels due to a carriage dispute.

Major institutional investors hold approximately 42% of FuboTV's outstanding shares, including BlackRock, Inc., Vanguard Group Inc, Renaissance Technologies Llc, State Street Corp, Geode Capital Management, Llc, Two Sigma Investments, Lp, Citadel Advisors Llc, and Susquehanna International Group, Llp. The Walt Disney Company is the largest individual shareholder, owning 947.91 million shares, representing 874.23% of the company, following its acquisition of a 70% stake. Insider ownership, including CEO David Gandler, is around 5-7%.