The Top 5 Analyst Questions From fuboTV's Q1 Earnings Call

fuboTV’s first quarter results met management’s internal expectations but fell well short of Wall Street’s revenue estimates, prompting a sharp negative market reaction. CEO David Gandler cited ongoing content licensing challenges and a lighter sports calendar as headwinds, while also pointing to progress in cost containment and a narrowing of non-GAAP losses. CFO John Janedis acknowledged a sizeable year-over-year drop in advertising revenue, attributing it to the loss of major network partners, and emphasized that underlying profitability metrics improved due to a $220 million litigation settlement. Management took a self-critical stance regarding subscriber softness and the impact of recent content drops, highlighting ongoing efforts to adapt the business model in a fragmented streaming landscape.

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 fuboTV’s Q1 Earnings Call

• Dave Joyce (Seaport Research Partners) asked about progress on re-engaging TelevisaUnivision and realigning programming contracts for the skinny bundle. CFO John Janedis reiterated openness to discussions but stressed that terms must be favorable, while CEO David Gandler confirmed ongoing negotiations with non-Disney partners.
• Clark Lampen (BTIG) inquired about macroeconomic effects on subscriber churn and ad demand, as well as same-store performance excluding major events and content drops. Janedis responded that churn trends are stable or improving, with reactivations ahead of expectations and advertising showing its best growth in April.
• Laura Martin (Needham) pressed on international subscriber declines and the strategic role of Rest of World operations. Gandler emphasized profitability over growth for the international segment, noting a focus on technology integration and readiness for future expansion.
• Laura Martin (Needham) also questioned the 17% ad revenue drop following network losses, seeking clarity on ad inventory dynamics. Janedis explained that the loss of ad-insertable hours from dropped networks had a direct revenue impact, with underlying ad performance otherwise flat to up.
• Alicia Reese (Wedbush) asked about adoption of interactive and gamified ad formats and how these might drive advertiser interest. Janedis reported 37% year-over-year growth in interactive ads and accelerating advertiser engagement with new ad products.

Catalysts in Upcoming Quarters

In the coming quarters, our analysts will be monitoring (1) the pace and terms of new content deals—especially for the skinny bundle ahead of the sports-heavy fall period, (2) signs of advertising revenue stabilization and continued growth in interactive ad formats, and (3) updates on the regulatory review and strategic implications of the proposed Hulu + Live TV combination. Progress on international platform integration and the adoption of generative AI in product and advertising will also be important drivers to watch.

fuboTV currently trades at $3.70, up from $2.91 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free).

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