5 Revealing Analyst Questions From fuboTV's Q2 Earnings Call

fuboTV’s second quarter was marked by its first-ever quarter of positive adjusted EBITDA, a milestone management attributed to disciplined cost control and a focus on delivering flexible content options. CEO David Gandler emphasized that this achievement was driven by ongoing efforts to optimize the company’s technology stack, improve user experience, and adapt to a competitive streaming landscape. Management also noted that despite declines in both revenue and domestic subscribers, improved retention and targeted marketing contributed to stability in the core business. CFO John Janedis highlighted that the quarter’s performance reflected “continued execution against our strategic priorities and profitability goals.”

Is now the time to buy FUBO? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From fuboTV’s Q2 Earnings Call

• Patrick William Sholl (Barrington Research) asked about subscriber growth trends and marketing in a competitive environment; CFO John Janedis explained retention and reactivation improve in sports season, with efficient marketing a priority.
• Laura Anne Martin (Needham) inquired about the impact of the French asset acquisition; CEO David Gandler said unified technology and potential sports rights deals in France are expected to create future value, though free content front of paywall remains limited.
• Laura Anne Martin (Needham) also asked about the ideal consumer experience in sports streaming; Gandler stressed the need for super-aggregated services and value-based packages, noting consumers’ focus on spending less.
• Alicia Spring Reese (Wedbush) questioned ad bookings amid macro headwinds; Janedis responded that ad softness is mostly confined to auto, while e-commerce and tech categories remain strong, and FAST channel growth is a tailwind.
• Joseph Louis Spiezio (BTIG) pressed for clarity on adjusted EBITDA sustainability; Janedis cautioned that profitability is seasonal, with Q2 typically strongest and increased marketing spend expected in the back half of the year.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be monitoring (1) the adoption rate and subscriber impact of Fubo Sports and new pay-per-view features, (2) stabilization or growth in advertising revenue as FAST channels expand, and (3) the outcome of new sports rights negotiations in international markets such as France. Execution on channel partnerships and maintaining retention rates will also be critical to future performance.

fuboTV currently trades at $3.70, in line with $3.69 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free).

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