fuboTV, Inc. (FUBO)
NYSECommunication ServicesBroadcastingSnapshot 2026-09-04
$11.25-2.93%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesBroadcastingSnapshot 2026-09-04
QuarterlyIQ Insights · FUBO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Elevated risk of a next-quarter earnings miss: this name its industry peers have been missing lately and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 8 industry peers · Company calendar date is not available
FUBO — earnings miss
Dated 2026-08-05
Results of Operations and Financial Condition. On August 5, 2026, FuboTV Inc. announced its financial results for the quarter ended June 30, 2026. The full text of the shareholder letter and press release issued in connection with the announcement are attached as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K. The information in this Item 2.02, including the information contained in Exhibits 99.1 and 99.2 of this Current Report on Form 8-K, shall not be deemed “filed…
Why it matters: Positive Free Cash Flow is important for Fubo's finances and growth plans.
Supportive ifQ3 results show positive Free Cash Flow.
Worry ifQ3 results show negative Free Cash Flow.
Why it matters: Subscriber growth is important for FuboTV's money and market position. This is key after the Hulu merger.
Supportive ifTotal North America subscribers grow to at least 5.85 million. This shows positive momentum.
Worry ifSubscriber numbers drop below 5.7 million. This shows possible issues with keeping or gaining subscribers.
Why it matters: This update will explain the growth plan under new leadership.
Watch forA detailed update will be shared in the November earnings call.
Also watch forNo major updates or unclear comments in the November earnings call.
Why it matters: If the sector starts growing, it could help FuboTV's performance amid headwinds.
Watch forSector revenue growth turns positive after being negative.
Also watch forSector revenue growth remains negative.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$335 on $10,000 · ±3.3% | How much price usually moves either way. |
| Bad day | $756 loss on $10,000 · 7.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,522 loss on $10,000 · 85.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Subscriber growth will show how well Fubo and Hulu + Live TV work together.
Watch forTotal subscribers increase from 5.7 million in Q2 2026.
Also watch forTotal subscribers decrease from 5.7 million in Q2 2026.
Why it matters: Positive Free Cash Flow is key for FuboTV's financial health. Achieving this would show effective cost management and growth.
Supportive ifFree Cash Flow for Fiscal 2027 is reported as positive.
Worry ifFree Cash Flow for Fiscal 2027 remains negative.
Why it matters: This would confirm management's plans for Fiscal 2026. It would show strong progress.
Supportive ifQ3 Adjusted EBITDA was $90 million or more.
Worry ifQ3 Adjusted EBITDA was less than $80 million.
Why it matters: Meeting this target shows FuboTV can manage costs. It also shows they can grow after the merger.
Supportive ifPro Forma Adjusted EBITDA for Q3 fiscal 2026 reaches at least $90 million.
Worry ifPro Forma Adjusted EBITDA falls below $80 million for Q3 fiscal 2026.
Why it matters: CEO Bowen's plans could change FuboTV's path. They may also affect its market position.
Watch forBowen shares plans to get more subscribers and raise ad revenue.
Also watch forBowen does not announce any major updates or plans in the next earnings call.
Why it matters: Better CPM rates and ad money from Disney's ad server could help FuboTV's finances.
Supportive ifAdvertising revenue grows by at least 10% in Q3 compared to Q2. This shows effective integration.
Worry ifAdvertising revenue stays the same or goes down. This suggests problems with integration.
Why it matters: Revenue growth shows how well FuboTV is combining Hulu + Live TV. It also shows how well they attract subscribers.
Supportive ifQ3 fiscal 2026 revenue exceeds $1.484 billion, showing growth year over year.
Worry ifQ3 fiscal 2026 revenue is less than $1.482 billion. This shows a decline.
Why it matters: This would help management's plan. It would also support financial stability.
Supportive ifFuboTV reports positive Free Cash Flow for Fiscal 2027.
Worry ifFuboTV reports negative Free Cash Flow for Fiscal 2027.