FuboTV: Subscriber Losses Are Hiding The EBITDA Turnaround

Impact · against what's priced in

FuboTV is a strong buy based on a fundamental shift toward profitability and scale via the Hulu + Live TV merger. Disney gains marginal benefit from improved ad-tech monetization and partner reach.

FUBO+0.80

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In context

The company has reached a critical profitability inflection point with $100M TTM pro forma adjusted EBITDA and a clear path to positive FCF by 2027.

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Actual

• revenue
• DIS
• FUBO
• ad tech
• ebitda
• fcf
• media
• profitability
• streaming
• subscriptions

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