Added to YB: 2025-12-26
Pitch date: 2025-12-23
FUBO [neutral]
fuboTV Inc.
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
Company Info
As of October 29, 2025, fuboTV Inc. was acquired by Hulu + Live TV Business of The Walt Disney Company in a reverse merger transaction.
Market Cap
$1.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-35.80
P/E
10.88
EV/Sales
0.84
Sector
Interactive Media and Services
Category
N/A
Why Fubo Will Underperform in 2026 ($FUBO)
FUBO (underperform): YouTube TV launching sports-focused skinny bundles in 2026 threatens Fubo's core value prop; Google can subsidize pricing below Fubo's thin margins. Hulu+Live TV subs fell -4% YoY to 4.4M while combined entity faces slowing growth, declining ad revenue. Management delaying guidance suggests bad news coming.
Read full article (4 min)