fuboTV Inc. operates a live television streaming service specializing in real-time sports, news, and general entertainment content. Its operations extend across the United States and into various international territories. Through its proprietary fuboTV platform, subscribers can access this programming on a wide array of devices, including smart televisions, dedicated streaming hardware, computers, mobile phones, and tablets. The company's corporate headquarters are situated in New York, New York.
Recent News & Events
Imminent Q4/FY2026 earnings on Nov 17 with new CEO's first strategic roadmap is the dominant near-term catalyst; outcome hinges on EBITDA landing near top of guidance and a concrete plan, with elevated options-implied volatility suggesting a large binary move.
NEUTRALNov 17, 2026
Earnings Report
Q4/FY2026 earnings and first CEO strategic roadmap Nov 17
Fubo reports fiscal Q4/FY2026 results before the open on Nov 17, with CEO Elisa Bowen and CFO John Janedis hosting a call at 9:30 a.m. ET. This is Bowen's first substantive strategy and refreshed targets, making the report a binary catalyst; consensus is ~$1.51B revenue and ~$0.10 loss per share, with an Earnings Whisper of $0.13 loss. Key swing factors are whether Q4 adjusted EBITDA closes the year near the $90-100M pro forma guidance top, sustained double-digit ad CPM/fill-rate gains post-Disney ad-server migration, and subscriber durability after World Cup.
Elevated implied volatility and heavy call buying ahead of earnings
Options show a 0.16 put/call ratio with ~150% implied volatility and 80% of volume in calls, indicating bullish institutional positioning into the Nov 17 print. This raises the probability of an outsized post-earnings move in either direction and suggests crowded bullish skew that could amplify a downside reaction if results or the roadmap disappoint.
Expanded regional sports network distribution and flexible sports packaging tests
Fubo is expanding regional sports network distribution and testing more flexible sports packaging, per recent updates. Progress on these initiatives, plus the ESPN Where to Watch link-out and planned Hulu + Live TV integration into the Disney+ app at end of calendar 2026, could be highlighted on the earnings call as distribution-advantage proof points supporting the bull case.
Wedbush reiterates Outperform with $19 price target
Wedbush reiterated an Outperform rating and maintained a $19 price target (Sept 18, 2026), well above the current ~$7.87 price and the ~$17 average target. The wide gap between analyst targets and the stock price underscores the binary nature of the upcoming earnings/strategy update as the potential re-rating trigger.