Core Insights - fuboTV Inc. reported revenue of $443.28 million for Q4 2024, an 8.1% year-over-year increase, with an EPS of -$0.02 compared to -$0.17 a year ago, indicating improvement in earnings performance [1] - The revenue fell short of the Zacks Consensus Estimate by 0.76%, while the EPS exceeded the consensus estimate by 83.33% [1] Financial Performance - The company experienced a decline in paid subscribers in North America, reporting 1,676,000 compared to the estimated 2,041,000 [4] - Paid subscribers in the Rest of World streaming segment reached 362,000, surpassing the average estimate of 351,500 [4] - Advertising revenue was reported at $34.39 million, which is 11.8% lower than the year-ago quarter and below the estimated $38.57 million [4] - Subscription revenue was $406.88 million, slightly below the estimate of $406.91 million but showing a 9.9% increase year-over-year [4] - Other revenues increased significantly by 81.5% year-over-year to $2.01 million, exceeding the estimate of $1.87 million [4] Stock Performance - fuboTV shares have returned -14.6% over the past month, underperforming the Zacks S&P 500 composite, which saw a -2.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

fuboTV Inc. (NYSE:FUBO) Q4 2024 Earnings Conference Call February 28, 2024 8:30 AM ET Company Participants David Gandler - Chief Executive Officer John Janedis - Chief Financial Officer Ameet Padte - Senior Vice President, FP&A, Investor Relations Conference Call Participants David Joyce - Seaport Research Partners Patrick Sholl - Barrington Research Laura Martin - Needham & Co. Clark Lampen - BTIG Nik Aluru - JP Morgan Doug Arthur - Huber Research Operator Thank you for standing by. At this time, I would l ...

FuboTV Inc. (FUBO) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 83.33%. A quarter ago, it was expected that this company would post a loss of $0.12 per share when it actually produced a loss of $0.08, delivering a surprise of 33.33%.Over the last four quarters, the company has surpassed co ...

On Friday, FuboTV Inc FUBO reported earnings for the fourth quarter of 2024. Revenue of the sports-first live TV streaming platform grew 8.1% year over year to $443.277 million, marginally missing the analyst consensus estimate of $445.798 million.Adjusted EPS loss of 2 cents beat the analyst consensus estimate of 18 cents loss.Also Read: Payoneer Q4: 17% Revenue Growth, $22.5 Billion In Transactions, B2B Payments Up 37%, Revenue Target SurgesThe company’s adjusted EBITDA margin loss stood at (2.0)% versus ...

Business Combination Agreement - fuboTV Inc. and The Walt Disney Company announced a Business Combination Agreement on January 6, 2025[4] - The company plans to file a preliminary proxy statement with the SEC regarding the Transactions for shareholder approval[12] - The joint press release regarding the BCA is available on Fubo's investor relations website[4] Lawsuit Settlement - A settlement was reached in the lawsuit FuboTV Inc. v. The Walt Disney Co., resolving claims related to bundling and most-favored nations clauses[7][8] - The settlement includes mutual releases and dismissals with prejudice of the claims in the action[9] Financial Guidance and Results - The company will reaffirm guidance for Q4 and full year ended December 31, 2024 during a webcast[4] - Fubo's actual results for Q4 and fiscal year 2024 may differ from preliminary results disclosed[11] - The company emphasizes that forward-looking statements involve risks and uncertainties that could affect actual results[11] Company Status and Participation - The company is not deemed an emerging growth company under SEC rules[3] - Fubo's directors and executive officers may be participants in the solicitation of proxies from shareholders[14]

Wall Street analysts forecast that fuboTV Inc. (FUBO) will report quarterly loss of $0.12 per share in its upcoming release, pointing to a year-over-year increase of 29.4%. It is anticipated that revenues will amount to $446.66 million, exhibiting an increase of 8.9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Befor ...

Group 1 - The recent months have been significant for shareholders of fuboTV, indicating a period of interest and potential change for the streaming company [1] - Despite fuboTV's historical growth, there has been a bearish sentiment regarding its overall fundamentals, suggesting concerns about its long-term viability [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and the potential for value and growth in these sectors [1] - The service includes a model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Core Insights - In early 2025, several U.S. stocks have already shown significant gains, with nine stocks having market caps over $1 billion doubling in value, and 19 stocks with market caps over $200 million also making substantial gains [1] Company Summaries FuboTV - FuboTV has seen its stock price increase by 222% in 2025, primarily due to a partnership with Disney, which has become a 70% stakeholder and integrated its Hulu + Live TV platform into FuboTV [3][8] - The partnership allows FuboTV to reach a combined 6.2 million homes, significantly enhancing its market presence [8] - FuboTV aims to achieve cash flow positivity in 2025, although it currently holds only 1.6 million premium accounts, representing less than 10% of the market [7] WeRide - WeRide's stock price has increased by 122%, largely due to a notable investment from Nvidia, which caused shares to soar 81% in a single day [9][11] - Despite the surge, WeRide's revenue has declined in 2023 and the first three quarters of 2024, indicating challenges ahead for the company [12] - The investment from Nvidia, valued at $25 million, has significantly boosted WeRide's market cap by approximately $4 billion following the announcement [11] Hims & Hers Health - Hims & Hers Health has experienced a 150% increase in stock price, following a 172% rise in 2024, driven by its telehealth services and strong revenue growth [13][14] - The company has consistently posted year-over-year growth of at least 45% in every quarter since going public, with revenue growth accelerating from 46% to an expected 90% in the upcoming quarter [15] - The popularity of GLP-1 treatments for weight loss has further fueled Hims & Hers' growth, as the company capitalizes on production shortages and market demand [16]

Core Viewpoint - FuboTV's stock surged significantly following the announcement of a merger with Disney's Hulu + Live TV, reflecting a valuation increase despite ongoing challenges in the streaming market [1][4][5]. Group 1: Merger Details - The merger will result in Fubo and Hulu + Live TV combining, with Disney owning 70% of the new entity, while Fubo remains publicly traded [4]. - The stock price increased by 221% after the merger announcement, indicating a substantial rise in perceived value as Fubo now represents only about 30% of total subscribers [4][6]. Group 2: Market Context - The deal comes after a legal dispute between Fubo and Disney over a now-abandoned joint venture, Venu, highlighting the complexities of the media landscape [3]. - Despite the merger, both services will continue to operate separately, and Disney's plans to launch ESPN streaming may create additional competition for Fubo [5]. Group 3: Financial Performance - Fubo reported a 21% growth in the third quarter, but its subscriber base remains small at 1.61 million in North America, and it is currently unprofitable with a loss of $27.6 million based on adjusted EBITDA [6]. - The stock's rise is attributed more to financial engineering rather than the inherent strength of the combined company, which still requires regulatory approval [7].

Group 1: Company Overview - fuboTV's stock fell 60% in 2024, presenting a potential turnaround opportunity [1] - Disney's acquisition of fuboTV allows it to remain a separately traded stock with financial backing from Disney [3][5] - fuboTV's lawsuit against Disney, Warner Bros. Discovery, and Fox Corp. was dropped as part of the buyout [4] Group 2: Financial Details - fuboTV will receive a cash payment of $220 million and a $145 million term loan from Disney [5] - The merger will more than double fuboTV's cash reserves, which were $146 million in Q3 2024 [6] - fuboTV's market value increased from approximately $480 million to about $1.4 billion post-buyout proposal [9] Group 3: Market Position and Growth Potential - After merging with Hulu+, fuboTV will have around 6.2 million subscribers, making it the second-largest digital streaming option for live TV in North America [7] - fuboTV is growing its subscriber base by about 10% annually, and with Disney's support, it is expected to enhance its advertising and subscriber acquisition efforts [8] - fuboTV's stock is considered affordable at 0.9 times trailing sales compared to Comcast's 1.2 and Disney's 2.3 [10] Group 4: Long-term Outlook - Disney will own 70% of fuboTV post-merger, providing a strong financial incentive for its success [11] - fuboTV is expected to at least match the returns of the S&P 500 index over the long term, potentially doubling investments in about 7 years [12] - fuboTV could contribute positively to a diversified investment strategy alongside Disney [13]