FUBO
FuboTV Inc.

FuboTV Inc.FUBO

Communication Services · Broadcasting
8.62USD
-0.46%
Oct 06, 2026
FUBO overview ready
Sports-Led Live TV Aggregator Driving Subscriber Growth in Streaming Transition
Fubo is a direct consumer distributor and aggregator of live television, with sports-led Fubo offerings alongside Hulu + Live TV and Molotov following its completed combination with Disney's Hulu + Live TV business.
Narrative is still early
Exposed to the Live Sports Streaming Transition narrative through Sports-Focused vMVPD and Streaming Bundle Aggregation — pure play.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash it currently generates.
Solid fundamentals
Ev / sales is strong.
Primary risk
Intense competition from larger streaming and traditional media companies.
Market Oct 5Filing Jun 30Price action Oct 5Research Sep 5

Conviction Level

NarrativeHeat5.2ThemeHeat7.5PriceAction1.4Valuation0.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$3.0B
Avg Volume (60D)
1.4M
60 sessions
Revenue Growth YoY
+18.6%
FY2025 vs FY2024
Gross Margin
+15.8%
Trailing twelve months
Operating Margin
-1.5%
Trailing twelve months
Free Cash Flow Yield
-14.4%
Distance from 200DMA
-39.5%
Next Earnings
2026-11-04
P/E
N/M
EV / EBITDA
96.3x
EV / Sales
0.6x
Market metrics as of Oct 5, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
FuboTV Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.

Company Research

Thesis
Fubo is a direct consumer distributor and aggregator of live television, with sports-led Fubo offerings alongside Hulu + Live TV and Molotov following its completed combination with Disney's Hulu + Live TV business. FUBO has a real, direct exposure to the migration of live sports and linear-TV consumption into streaming bundles.
Opportunity
Moderate opportunity
Consumer migration from traditional pay TV toward internet-delivered live-sports bundles, with distributors and programmers using narrower packages, integrated streaming services, and aggregation to retain subscribers and monetize premium live rights.
Key risk
Intense competition from larger streaming and traditional media companies.

Narrative & Theme

Live Sports Streaming Transition
Part of Sports-Focused vMVPD and Streaming Bundle Aggregation, with moderate fit.
FUBO has a real, direct exposure to the migration of live sports and linear-TV consumption into streaming bundles.
Narrative HeatNeutral5.2 / 10
Theme HeatHeating up7.5 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Communication Services · Broadcasting
What they do

FuboTV Inc. operates a live TV streaming platform offering sports, news, and entertainment content primarily through its Fubo-branded and Hulu live-branded services across the US, Canada, France, Spain, and other international markets.

How it earns

The company generates revenue mainly through subscription fees for access to its streaming services.

Products & services
FuboTV live streaming service
Hulu live-branded streaming service
Customers & end markets
Individual consumers seeking live TV streaming
Sports and entertainment viewers in North America and Europe
Market position

Challenger in the live TV streaming market competing with established OTT and traditional broadcasters.

Demand drivers
Medium cyclicality

Subscriber growth and retention can be influenced by sports seasons and content availability.