FUBO fuboTV Inc

$FUBO wheres this rat, he's hiding under the rock for a while now just disappeared like philly silly

$FUBO Looking for news on why FUBO has dumped? You're not gonna find any... Just let them do their thing and load. You'll thank them later for their insolence.

$FUBO this is so much like the Game stop saga …. Great business … oversold … heavily shorted money maker , earnings will be a plus This will set the rocket on fire 🔥

$FUBO Expect short covering to continue through Q4 earnings and CEO Bowen's business plan announcement.

$FUBO Absolutely brutal. Endless low volume down days. Earnings and strategic plan announcement can't get here soon enough.

$FUBO - there has been absolutely no bad news here. New CEO, new strategy and Turner contract renewed. This is a low volume sell off, which is extremely annoying but part of the process us longs are accustomed to by now unfortunately

$FUBO Don't know how we are back to 72 cents pre-RS but here we are. You'd think we can't drop more at this point so hopefully a nice recovery next week. Off to drink a cold beer.

$FUBO BlackRock increased its holdings by 49.8%, while Mudrick Capital increased by a massive 1,412% in Q2! That's 2.44 MILLION additional shares! Do they see something the market is missing? Could the new CEO have a major turnaround announcement coming in November?

$FUBO Hey🤷‍♂️ what can I say, timing is everything. I think we saw the bottom and big things are coming.

$FUBO I blocked this moron I don’t mind bears and bears theses But this guy is a paid basher and add zero value.

$FUBO big names like $INTC , $NOW, $RDDT are tanking 25% on their ER. If small caps miss their report, they might tank 50%. Invest wisely

$FUBO P/E of ~1.7 and the stock is still dying. I have never ever a P/E this low. This is beyond fucked up. $QQQ

$FUBO why can't $DIS just buy this out and close its chapter. They can improve revenues and net profits for next 3 years nd relist IPO around $70-$80 mark

$FUBO Still waiting for the house cleaning by Alisa. Need a new CFO and few other folks

$FUBO one of the most toxic boards. So many people hate this stock I'm sure it also hurts their bottom line on subscribers. Only makes sense for Disney to eventually buy them out completely.

$FUBO JUST A REMINDER TRUE PRICE IS .66c now… from $64 ATH … most retail stuck at 24-34$ … that’s the REAL reality here! Lmao! 🤣

$FUBO The claim that Fubo is “losing subscribers at a rapid pace this quarter” doesn’t match its latest reported results.That’s approximately 50,000 added subscribers quarter over quarter. June subscribers also increased 2% from 5.63 million a year earlier.

$FUBO Would be a great day tomorrow for the company to make any news for the first time in months.

$FUBO its been 5 years and the stock is now down 97% - do we round up yet for Philly? I have been seeing this person post since when the stock was $60 pre R/S. Here we are this person must either be completely broke by now or never invested a penny in this stock and is a troll

$FUBO Asked MUSE AI what it will take for FUBO to go back trading at 1x sales. Your 1x-revenue framing is basically right on the current share count. FUBO is around **$7.80**, with market cap roughly **$0.85–0.87B** and about **109.2M shares outstanding**. At **$60**, equity value would be about **$6.55B**, versus revenue running around **$6B annualized** — so yes, roughly **1.0–1.1x sales**. Today it trades at only about **0.15x sales / 0.18x EV-sales**. So the move to $60 is mostly not a revenue problem. It’s a **multiple / margin credibility** problem: $60 is about a **7.7x re-rating** from here. What has to happen: 1. **Adjusted EBITDA margin has to expand dramatically.** In the latest reported quarter, revenue was about **$1.48B**, but adjusted EBITDA was only **$19.1M** — roughly a **1.3% margin** — and fiscal 2026 adjusted EBITDA guidance was only **$90–$100M**. At $60, the market would be paying roughly **65–70x that guided EBITDA**. That only becomes defensible if EBITDA gets to something like **$500–650M**, i.e. **8–10% margins**, where $60 is closer to **10–13x EBITDA**. 2. **Pro forma growth has to re-accelerate.** Reported growth looks big because of the Hulu + Live TV combination, but pro forma North America revenue was essentially flat: **$1.474B vs. $1.475B pro forma prior year**, with North America subscribers **5.75M, up only 2%**. A 1x sales multiple usually needs visible growth, not just scale. 3. **Advertising has to become a real profit engine.** Ad revenue was **$108.9M** in the quarter, slightly below the **$109.4M** pro forma prior-year figure, even with the World Cup tailwind. That’s the highest-margin lever they have, especially on Disney’s ad stack. If ads stay flat, the margin story is much harder. 4. **Content-cost leverage has to show up.** This is still fundamentally a vMVPD: programming costs consume most of the subscription dollar. To get from ~1–2% EBITDA margins to high-single-digits, they need some mix of better wholesale economics with Disney, plan mix shift, churn improvement, ARPU gains, and disciplined content spending. 5. **Free cash flow and dilution have to stop fighting the per-share math.** They had **$236.4M** of cash/restricted cash at quarter-end, but the equity story needs sustained positive FCF and a stable share count. A rising share count makes the $60 target harder even if enterprise value improves. The clean ways to $60 are therefore: - **Same revenue, real re-rating:** ~$6.2B revenue × ~1.05x sales — requires the margin/FCF story above. - **Growth plus partial re-rating:** ~$8B revenue × ~0.8x sales. - **Bigger scale, still discounted:** ~$13B revenue × ~0.5x sales. In banker terms: FUBO doesn’t need one heroic quarter. It needs the market to stop valuing it like a thin-margin content pass-through and start valuing it like a cash-generative distribution platform with operating leverage.