Reading FUBO? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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NYSECommunication ServicesBroadcastingSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and the company was unprofitable over the past year, so its earnings quality can't be assessed. Management's recent track record has been fairly steady, but risk is high, and the sector backdrop is a headwind. Compared with sector peers, FUBO is above typical for the sector. This analysis is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $9.92. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated weak grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=701).
Over the trailing year it converted 12.97x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated neutral grew net income 53% of the time over the next year (vs 63% for the rest of the cohort, n=271).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.11 → $-0.11 (+0.0% / 30d). 0 raised, 3 cut, 5 covering analysts.
0 upgrades, 0 downgrades / 30d, 4 maintained. 80% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$286.
How much price usually moves either way.
On a bad day, this stock has moved -$724.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $8,417.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: If the Communication Services sector grows, it may help fuboTV. This could mean the sector is getting better.
Confirms:Sector revenue growth is now positive after being negative. This shows a recovery.
Disproves:Sector revenue growth is still negative. This shows it is still shrinking.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
Ending blackout enhances content availability for subscribers.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 6, 2026, FuboTV Inc. announced its financial results for the quarter ended March 31, 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”…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
A side-by-side read on sector standing, valuation, and risk versus Broadcasting.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
FUBO fuboTV, Inc. | Above typical Show detailsSector percentile: 85 of 100 | — | high |
WBD Warner Bros. Discovery | Below typical Show detailsSector percentile: 27 of 100 | expensive | moderate |
FOXA Fox Corporation (Class A) | Above typical Show detailsSector percentile: 81 of 100 | fair | moderate |
FOX Fox Corporation (Class B) | Above typical Show detailsSector percentile: 88 of 100 | fair | moderate |
NXST Nexstar Media Group | Above typical Show detailsSector percentile: 99 of 100 | fair | moderate |
Not investment advice. As of 2026-06-15.
via XLC
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Targeting at least $300 million in Adjusted EBITDA by Fiscal 2028.
Stated in 2 of last 2 quarters. Management has set a target of achieving at least $300 million in Adjusted EBITDA by Fiscal 2028. Current financials show a net income of -$2.1 million in 2026-Q2, indicating limited progress towards this target so far.
“Adjusted EBITDA target of at least $300 million by Fiscal 2028.”
“Targeting at least $300 million in Adjusted EBITDA in Fiscal 2028.”
Aim to achieve positive Free Cash Flow in Fiscal 2027.
Stated in 2 of last 2 quarters. Management aims for positive Free Cash Flow by Fiscal 2027. Current cash from operations is -$212.1 million in 2026-Q2, showing a need for significant improvement to meet this goal.
“We remain on track to deliver positive Free Cash Flow in Fiscal 2027.”
“Positive Free Cash Flow expected in Fiscal 2027 and Fiscal 2028 under current operating plan.”
Expect to deliver between $80 and $100 million in Pro Forma Adjusted EBITDA in Fiscal 2026.
Stated in 2 of last 2 quarters. Management expects $80-$100 million in Adjusted EBITDA for 2026. Current operating income is -$9.1 million in 2026-Q2, indicating a challenging path to reach this target.
“Expect to deliver between $80 and $100 million in Pro Forma Adjusted EBITDA in Fiscal 2026.”
Partnership enhances content offering and attracts more subscribers.
Subscriber losses indicate potential challenges to future guidance.
NBCUniversal deal enhances distribution and growth potential.
Results of Operations and Financial Condition. On April 6, 2026, FuboTV Inc. (the “Company”) issued a press release and shareholder letter, providing an update on the Company’s business and recent developments, as well as Adjusted EBITDA outlook for the fiscal years ending September 30, 2026 and 2028 and other long-term financial targets. Copies of the press release and shareholder letter are attached as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K. The information…
Other Events. On March 20, 2026, the board of directors (the “Board”) of FuboTV Inc. (the “Company”) approved a reverse stock split at a ratio of 1-for-12 (the “Reverse Stock Split”). The Reverse Stock Split is expected to become effective at 5:00 p.m. ET on March 23, 2026 (the “Effective Time”). The Company’s Class A common stock is expected to begin trading on a split-adjusted basis at market open on March 24, 2026 under the existing trading symbol “FUBO,” with a new CUSIP number of 35953D4…
Results of Operations and Financial Condition. On February 3, 2026, FuboTV Inc. announced its financial results for the quarter ended December 31, 2025 . 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…
Entry Into or Amendment of a Material Definitive Agreement. The disclosure set forth in
“We expect to deliver between $80 and $100 million in Pro Forma Adjusted EBITDA in Fiscal 2026.”