Fubo
Runs Hulu + Live TV, Fubo, and Molotov as live-TV streaming bundles.
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Profile
Operates live-TV streaming bundles under Hulu + Live TV, Fubo, and Molotov, earning subscription, advertising, related-party, and other revenue from a single streaming segment. Disney affiliation, U.S. concentration, carriage contracts, subscriber retention, and Hulu + Live TV integration shape the business.
Operates live-TV streaming bundles through Hulu + Live TV, Fubo, and Molotov. Hulu + Live TV is the entertainment-focused U.S. bundle added through the Disney transaction; Fubo is the sports-focused brand in the U.S., Canada, and Spain; Molotov adds entertainment-and-sports streaming in France and other international markets.
Revenue comes mainly from paid subscriptions, with advertising and other distribution-related lines around the streaming service. Reporting is organized as a single streaming segment, and the business is concentrated in the United States while still carrying a Rest of World footprint.
Execution centers on aggregating sports, news, and entertainment programming with live-TV features such as MultiView, FanView, and AI-generated headlines. The model depends on content-carriage contracts, subscriber acquisition and retention, Hulu + Live TV integration, and Disney/Hulu majority control.
Company facts
Categories
Key statistics
Year to date −66.9% · Average volume (30d) 1.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Apr 7, 2026 | Barrington Research | Upgrade | Market Perform | Outperform | ||
| Feb 5, 2026 | Wedbush | Reiterate | Outperform | $6 | $3.50 | |
| Feb 5, 2026 | Seaport Global | Upgrade | Neutral | Buy | ||
| Feb 4, 2026 | Seaport Global | Target | $2 | $3 | ||
| Nov 4, 2025 | Needham | Reiterate | Buy | $2 | $4.25 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | −$0.29 | −$0.25 | +14.8% | $1.50B | $1.48B | −1.5% | +11.62% |
| May 11, 2026Q1 FY26 | −$0.15 | −$0.07 | +53.3% | $1.50B | $1.57B | +5.1% | −1.21% |
| Feb 3, 2026Q4 FY25 | $0.36 | −$0.60 | −266.7% | $1.60B | $1.55B | −3.2% | −8.47% |
| Nov 3, 2025Q3 FY25 | −$0.06 | $0.02 | +133.3% | $1.19B | $377.2M | −68.3% | +6.36% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $416.3M | $380.0M | $377.2M | $1.55B | $1.57B | $1.48B | |
| Gross profit | $69.2M | $77.7M | $68.1M | $87.8M | $82.9M | $117.0M | |
| Operating income | −$25.4M | −$6.0M | −$20.2M | −$20.3M | −$9.1M | −$26.6M | |
| Net income | $188.5M | −$8.0M | −$18.9M | −$6.0M | −$2.1M | −$25.7M | |
| Diluted EPS | $6.60 | −$0.24 | −$0.72 | −$0.24 | −$0.07 | −$0.25 | |
| Gross margin | 16.6% | 20.4% | 18.0% | 5.7% | 5.3% | 7.9% | |
| Operating margin | -6.1% | -1.6% | -5.3% | -1.3% | -0.6% | -1.8% |
Fiscal years (4-quarter sums)FY21 $638.4M · FY22 $1.01B · FY23 $1.37B · FY24 $1.62B · FY25 $2.72B
Revenue by product · FY24
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $230.3M · Total debt $402.7M · Total assets $3.94B · Shareholders' equity $813.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 29.44M · Float 29.23M · 99.3% free float
Insiders — filings are in another share unit.
The Form 4 positions here total more than the shares outstanding, so the filings and the share count are not on the same basis — usually an unlisted unit behind the listed one — and no insider percentage is shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.55M | 12.04% | 13F | Aug 7, 2026 |
| Mudrick Capital Management, L.P. | 1.35M | 4.57% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.26M | 4.28% | 13F | Aug 13, 2026 |
| Ameriprise Financial Inc | 1.01M | 3.44% | 13F | Aug 14, 2026 |
| Geode Capital Management, LLC | 751.7K | 2.55% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Alberto Horihuela | officer: Chief Operating Officer | −141,074 | $10.38 |
| Jan 5, 2026 | David Gandler | director, officer: Chief Executive Officer | −170,279 | $2.55 |
| Nov 24, 2025 | John Janedis | officer: Chief Financial Officer | −130,478 | $3.12 |
| Nov 21, 2025 | John Janedis | officer: Chief Financial Officer | −170,585 | $3.16 |
| Nov 21, 2025 | Alberto Horihuela | officer: Chief Operating Officer | −138,753 | $3.16 |
Peers
- Alphabet Class A
Direct vMVPD rival through YouTube TV
- Comcast
Scaled pay-TV and sports streaming rival through Xfinity and Peacock
- Charter Communications
Large Spectrum TV operator competing in linear and app-based TV
- EchoStar
National Sling TV and DISH pay-TV rival
- Optimum Communications
Regional Optimum TV rival in cable video and local advertising
- Verizon
Fios TV operator competing for fiber-bundle video households
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Fubo | $10.34 | +0.44% | $1.13B | — | — | 0.2 | +290.0% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Comcast | $27.08 | +0.09% | $96.03B | 8.8 | 7.7 | 0.8 | −1.2% |
| Charter Communications | $153.50 | −0.04% | $20.70B | 4.0 | 3.6 | 0.4 | −1.7% |
| EchoStar | $86.76 | −0.10% | $13.76B | — | 38.3 | 0.9 | — |
| Optimum Communications | $0.9800 | −3.45% | $479.1M | — | — | 0.1 | −5.8% |
| Verizon | $49.91 | −0.34% | $209.20B | 13.0 | 9.8 | 1.5 | −0.7% |
| Median | 10.9 | 9.8 | 0.9 | −1.2% |