fuboTV’s third quarter results came amid major corporate transformation, with the company finalizing its merger with Hulu + Live TV. Despite surpassing Wall Street’s revenue and profit expectations, the market reacted negatively, reflecting investor caution. Management attributed the quarter’s performance to improved subscriber metrics, disciplined cost control, and operational efficiency, while noting advertising revenue softness from content removals. CEO David Gandler cited, “Trial starts increased and conversions from trial to paid meaningfully improved year-over-year, while churn declined nearly 50% versus last year.”

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

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 Q3 Earnings Call

• David Joyce (Seaport Research Partners) asked for details on the transition of advertising sales to Disney and the impact of content removals. CFO John Janedis explained ad sales would be managed by Disney, with the company expecting improved ad monetization over time.
• Patrick Sholl (Barrington Research) questioned the drivers behind reduced marketing spend and subscriber acquisition efficiency. CEO David Gandler described the role of AI in creative optimization and highlighted lower subscriber acquisition cost targets being met.
• Alicia Reese (Wedbush) requested insights on skinny bundle subscriber dynamics. CFO John Janedis reported minimal cannibalization of other tiers and strong early retention metrics for the new package.
• Laura Martin (Needham & Company) inquired about the strategic balance between fuboTV and Hulu + Live TV post-merger. CEO David Gandler asserted that fuboTV would remain a growth engine, leveraging ESPN’s reach and Disney’s ad scale.
• Sebastiano Petti (JPMorgan) questioned the future of international operations and potential Disney synergies abroad. CEO David Gandler confirmed international is core to the strategy, with platform migration and Disney partnerships in focus.

Catalysts in Upcoming Quarters

Looking ahead, the StockStory team will be monitoring (1) the pace of integration with Disney’s advertising and technology platforms, (2) execution on programming cost synergies and margin improvement, and (3) subscriber growth across both core and international markets. Progress in AI-driven personalization and the scaling of the skinny bundle will also be important indicators of sustained momentum.

fuboTV currently trades at $3.87, up from $3.79 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).

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