Fubotv Inc — MarketDX

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FUBO

FuboTV Posts $1.482 Billion Quarterly Revenue as Profitability Slips

FuboTV Inc. reported third-quarter fiscal 2026 results on August 5, with global revenue of $1.482 billion, up from $1.074 billion a year earlier. North America paid subscribers reached a Q3 record of 5.75 million, up 2% from 5.63 million, while North America revenue jumped to $1.474 billion from $1.07 billion, gains new CEO Alisa Bowen attributed to the NBA Finals and the FIFA World Cup 2026. Net loss narrowed to $25.7 million from $38 million a year ago, but adjusted EBITDA fell to $19.1 million from a pro forma $31.0 million, and the Rest of World segment saw revenue decline to $7.8 million from a pro forma $8.6 million even as subscribers rose slightly to 356,000. The company posted a per-share loss of $0.25 and ended the period with $236.4 million in cash, cash equivalents, and restricted cash, while short interest sits at 22.82% of float.

FUBO

FUBO · Capital · Neutral Q3 revenue rose to $1.482B and net loss narrowed, but adjusted EBITDA fell to $19.1M from $31.0M pro forma, mixing the earnings picture.

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United States

FUBO▲

Evercore Sees S&P 500 Reaching 9,000 in Upside Scenario

Evercore ISI strategist Julian Emanuel says the S&P 500 could climb to 9,000 over the next year, arguing that the AI-driven bull market still lacks the excesses that typically precede major market peaks. The call implies roughly 17% upside from current levels and suggests investors may be underestimating how much further the rally can run. Evercore's established year-end 2026 base case remains 7,750, while the firm has assigned roughly a 30% probability to an upside scenario reaching 9,000, driven particularly by AI-sensitive technology, communication-services and consumer-discretionary stocks. The firm is also finding opportunities outside the market's biggest AI winners, with analyst Kutgun Maral rating Fubo Outperform with an $18 target implying about 80% upside, and analyst Nicholas Amicucci setting a $51 target on SOLV Energy implying 62% upside.

EVR ▲FUBO ▲MWH ▲

EVR · Capital · Positive Evercore's strategist issues bullish S&P 500 forecast, positive for the firm's business

FUBO · Capital · Positive Analyst rates Fubo Outperform with $18 target, implying 80% upside

MWH · Capital · Positive Analyst sets $51 target on SOLV Energy, implying 62% upside

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FUBO▼

fuboTV Shares Fall 5.1% After Price Hike and Netflix-Led Streaming Sell-Off

fuboTV shares slid 5.1% to close at $9.72 after the company announced a $15 per month price increase and a broad streaming sell-off was triggered by Netflix's weak revenue outlook. Netflix shares sank more than 10% on slowing revenue gains, fueling fears that streaming industry growth may have peaked. Customer anger over fuboTV's price hike added to the pressure, and the stock was still dealing with skepticism following a second-quarter earnings miss that showed North American paid subscribers declining to 5.7 million from 5.9 million year-over-year. The stock is down 68.5% year-to-date and trades 82.1% below its 52-week high of $54.72 from September 2025.

NFLX ▼FUBO ▼

NFLX · Demand · Negative Netflix reported weak revenue outlook and slowing revenue gains, triggering a broad streaming sell-off.

FUBO · Pricing · Negative fuboTV announced a $15/month price increase, causing customer anger and adding to stock pressure.

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FUBO▲

FuboTV names former Disney+ president Alisa Bowen as CEO

FuboTV shares rallied after the company named Alisa Bowen, former president of Disney+, as its new CEO effective July 10. Bowen succeeds co-founder David Gandler and brings a decade of leadership experience at Walt Disney, where she also helped grow Hulu and ESPN+. Following FuboTV's combination with Disney's Hulu + Live TV business in early 2025, Disney owns roughly 70% of Fubo, and investors see Bowen's appointment as strengthening that relationship. Bowen plans to focus on sports and news offerings while building advertiser ties to drive profitability.

FUBO ▲DIS ▲

FUBO · Capital · Positive Fubo names former Disney+ president as CEO, seen as strengthening ties with majority owner Disney, driving shares up.

DIS · Capital · Positive Disney owns ~70% of Fubo; Bowen's appointment strengthens the relationship, potentially benefiting Disney's streaming strategy.

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