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NEW YORK--(BUSINESS WIRE)---- $FUBO--FuboTV Inc. (NYSE: FUBO) today announced that it will issue financial results for third quarter fiscal 2026 before the market opens on August 5, 2026. Following the release, Fubo CEO Alisa Bowen and CFO John Janedis will host a conference call to review results and provide a business update. Conference Call Details: Date: Wednesday, August 5, 2026 Start Time: 9:30 a.m. ET Dial-In Details: North America (Toll-Free): 1-833-461-5787 International (Toll): +1-585-542-9983.

FuboTV (NYSE: FUBO) shares climbed about 11% after the company appointed former Disney+ president Alisa Bowen as its new chief executive officer, replacing co-founder David Gandler.

The company announced that Bowen assumed the role on July 10, bringing nearly three decades of experience across media, digital products and operations.

She spent almost 10 years at The Walt Disney Company, where she most recently served as president of Disney+ and helped lead the expansion of Disney’s streaming businesses, including Disney+, Hulu and ESPN+.

Before joining Disney, Bowen held leadership roles at News Corporation, Dow Jones and Thomson Reuters.

Fubo chairman Andy Bird said that Bowen’s appointment comes at a key point for the company following its combination with Hulu + Live TV last year. He highlighted her experience building streaming platforms and driving subscriber growth and profitability.

“Alisa is a proven operator who brings nearly 30 years of product, digital and operational experience, including leadership across Disney+, Hulu and ESPN+,” Bird said.

“She has an established track record of driving global subscriber growth and profitability, and we look forward to benefiting from her experience and expertise as Fubo enters its next chapter.”

Bowen said that she intends to focus on expanding Fubo’s strategy across sports, news and entertainment while accelerating growth and profitability.

Gandler, who co-founded Fubo and led the company for 11 years, resigned from the board and will not stand for re-election at the company’s annual meeting on July 28.

The leadership transition follows Fubo’s integration with Hulu + Live TV, a move that expanded the company’s streaming offering and strengthened its relationship with Disney’s content ecosystem.

Bowen, who succeeds FuboTV co-founder David Gandler as CEO, has nearly three decades of experience in the media industry.

Wedbush analysts reaffirmed their bullish stance on FuboTV (NYSE:FUBO) after the company issued a shareholder update detailing new financial targets tied to...

Wedbush analysts reaffirmed their bullish stance on FuboTV (NYSE:FUBO) after the company issued a shareholder update detailing new financial targets tied to its ongoing Hulu Live integration, framing the announcement as a step toward stabilizing investor expectations.

Wedbush reiterated its ‘Outperform’ rating and raised its price target to $24 on a split-adjusted basis, implying upside of about 100% from current levels of $12.

“We are optimistic that the combined company will be a more dominant competitor to YouTube Live TV than each is on a standalone basis,” they wrote. “Still, with much to prove, we are taking this opportunity at the beginning of Fubo’s integration story to reset to the low end of the range.”

The analysts described the shareholder letter as “proactive,” adding that the update helps establish a clearer baseline after recent uncertainty.

Fubo is guiding to $80 million to $100 million in pro forma adjusted EBITDA for 2026, modestly above Wedbush’s prior estimate. Looking further out, the company is targeting at least $300 million in adjusted EBITDA by 2028. Wedbush noted that improvements could be driven in part by lower wholesale fees paid to Disney and efficiencies across content and advertising.

The analysts also highlighted management’s expectations for at least $200 million in cash on hand by the end of 2026 and positive free cash flow in 2027 and 2028.

While acknowledging that Fubo remains “a show-me story that needs a clear vision,” Wedbush wrote that “this reset provides a floor for institutional investors to participate in upside over the next two years.”

The firm pointed to potential upside from synergies tied to the Hulu integration. “There remain several unknowns at this juncture, but we remain cautiously optimistic that Fubo can realize cost, revenue, and operational synergies through flexible programming, advertising optimization, and enhanced marketing opportunities,” they wrote. Notably, Fubo’s ad inventory is expected to be sold alongside Disney properties, which could support revenue growth.

Addressing content concerns, they noted that despite the removal of NBCU programming in late 2025, management said subscriber impact has been lower than expected. Fubo has begun cross-promoting Hulu + Live TV, which retains NBCU content, creating what Wedbush described as an internal upsell funnel.

The firm wrote that Fubo could benefit from leverage acquired expertise from Disney and platform advantages as Hulu + Live TV is expected to move onto the Disney+ app in 2026.

It added that the combined company’s scale as the number two player in the North American virtual Multichannel Video Programming Distributor market positions it to increase advertising revenue per user and compete more effectively with YouTube Live TV.

Despite the more optimistic outlook, Wedbush emphasized that execution remains key, noting there is still “much to prove” as the integration progresses.

FuboTV (FUBO +5.61%) recently started a new chapter in its corporate lifecycle.

*Stock prices used were the afternoon prices of April 7, 2026. The video was published on April 9, 2026.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

NEW YORK--(BUSINESS WIRE)---- $FUBO #Q2--FuboTV Inc. (NYSE: FUBO) today announced that it will issue financial results for fiscal second quarter 2026 before the market opens on May 6, 2026. Following the release, Fubo Co-founder and CEO David Gandler and CFO John Janedis will host a conference call to review results and provide a brief business update. Conference Call Details: Date: Wednesday, May 6, 2026 Start Time: 10:00 a.m. ET Dial-In Details: Participant Toll-Free Dial-In Number (North America): 1 (800).

NEW YORK--(BUSINESS WIRE)---- $FUBO--FuboTV Inc. (NYSE: FUBO) today announced its financial results for its second quarter fiscal 2026 ended March 31, 2026. Q2 Fiscal 2026 Highlights1 Global Results Revenue of $1.574 billion, compared to Q2 fiscal 2025 revenue of $1.125 billion. This represents a 1% year-over-year (“YoY”) increase versus Q2 fiscal 2025 Pro Forma Revenue of $1.564 billion. Total North America Subscribers of 5.7 million, compared to 5.9 million in Q2 fiscal 2025. Net Loss of $6.2 million,.

fuboTV Inc. (FUBO - Free Report) reported $1.57 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 278.1%. EPS of -$0.07 for the same period compares to -$0.24 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.6 billion, representing a surprise of -1.44%. The company delivered an EPS surprise of -16.67%, with the consensus EPS estimate being -$0.06.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how fuboTV performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Advertising: $101.57 million versus $104 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +343.9% change.Revenues- Subscription: $347.02 million versus the four-analyst average estimate of $374.25 million. The reported number represents a year-over-year change of -11.4%.Revenues- Other: $3.84 million versus $5.23 million estimated by four analysts on average.Related party: $1.12 billion compared to the $1.12 billion average estimate based on four analysts.View all Key Company Metrics for fuboTV here>>>

Shares of fuboTV have returned -0.5% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

People scoping out live TV streaming subscriptions on the Fubo website will now notice a new addition: Hulu Plus Live TV.

Fubo is now displaying its full content portfolio following the combining of Disney's Hulu Plus Live TV business with Fubo. Additional subscription options include Fubo Sports, Fubo Pro, Fubo Latino and Hulu Plus Live TV Español.

Disney and Fubo announced in October that their merger deal had closed, noting in a press release that people could still sign up for separate Fubo and Hulu Plus Live TV services. You can still stream Hulu Plus Live TV in the Hulu app and Fubo in the Fubo app.

With the new integration on Fubo's site, you can view a comparison chart with Fubo's pre-existing plans and Hulu Plus Live TV. Selecting "Try Hulu Plus Live TV" takes you straight to Hulu's site to sign up.

During an earnings call on Wednesday, Fubo CEO David Gandler noted that Hulu Live includes NBC and Versant networks, which Fubo hasn't offered since November due to a carriage dispute with NBCUniversal.

"Importantly, we believe we have successfully navigated the loss of NBCU on Fubo, even during a period when NBC held a dominant portion of February's sports programming," Gandler said. "Customers continued to access that content through Hulu Live, and incremental churn at the combined business during the quarter was minimal."

Fubo also announced during its earnings call that it plans to launch an AI assistant this fall that sports watchers can use to search content they have recorded for game highlights. Fubo is adding the assistant to its Roku, Apple TV and mobile apps to start, and it plans to extend it "to news and entertainment talk shows, enabling the Fubo app to instantly retrieve any clip our customers are looking for," Gandler said during the call.

Disney: How the Fubo Sports Deal Became a Game ChangerfuboTV NYSE: FUBO reported what executives described as its strongest second quarter on an adjusted EBITDA basis, as the company completed its first full quarter following its business combination with Hulu + Live TV and outlined plans to use broader packaging, advertising integration and product technology to drive growth.

Co-founder and CEO David Gandler said Fubo exceeded $100 million in pro forma adjusted EBITDA on a trailing 12-month basis, which he called an “important milestone” supporting the company’s long-term target of at least $300 million in adjusted EBITDA by 2028. He also said the company achieved record quarterly revenue, supported by the expansion of Fubo and Hulu + Live TV offerings, differentiated content and product innovation.

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Revenue rises on reported basis, pro forma growth modest Disney 2025 Shareholders: Major Updates for InvestorsCFO John Janedis said North American revenue for the second quarter of fiscal 2026 was $1.566 billion, compared with $1.125 billion in the prior-year period. On a pro forma basis, prior-year revenue was $1.556 billion, representing 1% year-over-year growth.

Fubo ended the quarter with 5.7 million total North American subscribers, compared with 5.9 million in the prior-year period. Janedis said the company will discuss results on both an as-reported and pro forma basis to help investors compare periods following the Hulu + Live TV transaction.

Disney: Forging a 3-Headed Sports Streaming Giant With Fubo DealThe company reported a second-quarter net loss of $6.2 million, compared with a reported net loss of $40.9 million in the prior-year period. Pro forma net income in the prior-year period was $120.6 million, which Janedis said was positively affected by a $220 million net gain related to litigation settlement. Earnings per share for the quarter reflected a loss of $0.07.

Adjusted EBITDA was $37.7 million in the quarter, compared with pro forma adjusted EBITDA of $1.4 million in the prior-year period. Fubo ended the quarter with $244 million in cash equivalents and restricted cash, and management said it still expects to finish the year with more than $200 million of cash on the balance sheet.

Management reaffirms EBITDA and cash flow outlook Janedis said Fubo continues to expect fiscal 2026 pro forma adjusted EBITDA of $80 million to $100 million and at least $300 million in fiscal 2028. The company also expects positive free cash flow in fiscal 2027 and fiscal 2028 under its current operating plan.

He said the outlook is supported in part by the company’s commercial agreement tied to Hulu + Live TV carriage costs. Under that agreement, Fubo receives a wholesale fee relative to Hulu + Live TV’s carriage cost, currently 95% in calendar 2026 and scaling to 99% by 2028. Janedis said that contractual step-up provides visibility into the company’s expected earnings profile and adjusted EBITDA expansion.

During the analyst question-and-answer session, Drew Crum of B. Riley asked why the company’s first-half adjusted EBITDA of $79 million implied a step-down in the second half based on full-year guidance. Gandler said Fubo’s sports-focused business is seasonal, with 40% to 50% of gross additions typically generated in the final fiscal quarter, and said the company expects to spend more on marketing while balancing profitability and growth. Janedis added that the second quarter included a $6.5 million above-the-line tax-related benefit.

Advertising migration to Disney platform shows early gains Gandler said Fubo began migrating its advertising business to the Disney ad server in February and is seeing early benefits, including increases in fill rates and CPMs.

In response to a question from Kutgun Maral of Evercore ISI, Janedis said the migration had been underway for less than 90 days and that Fubo had already seen improvement in both CPMs and fill rate, the key components of advertising ARPU. He said CPM improvement came faster than expected and that the migration is expected to be fully completed by the end of the year. At that point, he said, Fubo ad ARPU is expected to converge with Hulu + Live TV’s.

Janedis said the largest component of adjusted EBITDA improvement will come from the contractual wholesale fee increase from 95% to 99%, while advertising monetization improvement is tracking in line with or better than expectations.

Fubo highlights flexible packaging and sports strategy Gandler said the Hulu + Live TV combination expands Fubo’s strategic position by allowing the company to offer a range of content packages at different price points. He said the company is focused on serving distinct consumer segments rather than relying on a single bundle.

He pointed to Spanish-language offerings as one example. Fubo now offers Fubo Latino, a lighter bundle without Univision, and Hulu + Live TV Español, a more comprehensive package launched during the quarter that includes Univision. Gandler also cited Fubo Sports, the core Fubo bundle and Hulu + Live TV’s broader entertainment package.

Gandler said the company believes it “successfully navigated” the loss of NBCU on Fubo, including during a period in which NBC held significant February sports programming. He said customers continued to access that content through Hulu + Live TV and that incremental churn at the combined business during the quarter was minimal.

Asked by Brent Penter of Raymond James about regional sports networks, Gandler said Fubo added 14 local baseball teams in a short period of time, along with the Dodgers, Braves and Mets before opening day. He said those additions helped offset subscriber losses tied to the NBCU drop and that Fubo remains focused on its position in local sports.

On World Cup opportunities, Janedis said the event may provide an incremental opportunity, particularly for Fubo Sports because of its lower price point. He said prior World Cups had not had a major impact on ad revenue, but this year the company has several sponsorships and may benefit from a more favorable time zone. He said the marketing team expects an uplift in trials, with potential upside based on conversion.

AI assistant planned for fall launch Gandler said Fubo plans to launch its first AI conversational feature within the Fubo app this fall, beginning with sports. The AI assistant is expected to allow customers to use natural voice commands to search DVR content for game highlights and recommendations.

He said Fubo expects to add the assistant first to Roku, Apple TV and mobile apps, with plans to extend it later to news and entertainment talk shows. Gandler described the conversational layer as a potential next phase of aggregation, saying discovery itself can become part of the product.

In response to a question from Laura Martin of Needham & Company, Gandler said about 35% of Fubo’s code is now completed with AI and that roughly 200 employees use ChatGPT or Claude Code to improve effectiveness and efficiency. He said some top engineers “actually don’t code anymore,” though he noted there is still a learning curve.

Gandler said the company’s international efforts are likely to be placed on the back burner following the Hulu + Live TV combination, as management focuses on domestic growth and near-term initiatives tied to the combined business.

About fuboTV NYSE: FUBOfuboTV Inc is a sports-focused live TV streaming platform that provides subscribers with access to a broad range of televised sports, news and entertainment programming. The service offers tiered channel packages featuring major networks such as ESPN, Fox Sports, NBC and regional sports networks, along with bundled options for premium channels and international programming. A core element of fuboTV's proposition is its cloud DVR functionality, which enables users to record live events and store them for later viewing.

In addition to its live television offerings, fuboTV has developed an in-house ad-supported streaming network—fubo Sports Network—that delivers original sports news, analysis and highlights.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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An updated edition of the April 13, 2026 article.

Streaming content is entering a more mature phase as the industry shifts from rapid subscriber acquisition to steadier monetization. Platforms are no longer chasing subscribers at any cost. Instead, they are building more efficient content pipelines, expanding ad-supported tiers and using premium programming to deepen viewer loyalty. This transition suggests the industry is moving toward a more sustainable operating model and has created strong opportunities for companies such as Fox Corporation (FOXA - Free Report) , FuboTV Inc. (FUBO - Free Report) and CuriosityStream Inc. (CURI - Free Report) , all of which are benefiting from streaming’s deeper influence across the media landscape.

Recent viewing trends show that streaming continues to gain share in the broader media landscape. Nielsen data showed streaming captured 47.5% of total U.S. TV viewing in December 2025, the highest share ever reported in The Gauge. Christmas Day also became the most-streamed day on record, generating more than 55 billion viewing minutes, highlighting the role of premium releases and live sports in drawing large audiences.

The industry also has multiple growth levers working in its favor. Cord-cutting continues to redirect audiences away from traditional pay-TV, while connected-TV adoption is creating a larger base for targeted advertising. Bundles, international originals, live sports and lower-cost ad-supported plans are helping platforms appeal to both cost-conscious consumers and advertisers seeking measurable reach.

The outlook for streaming content appears favorable, but not without challenges. PwC projects global entertainment and media revenues to rise to $3.5 trillion by 2029, with advertising spending expected to grow much faster than consumer spending. For streaming platforms, the next stage of growth will depend on balancing audience expansion, pricing discipline, ad monetization and controlled content investment.

If you’re looking to tap into this fast-growing trend, our Streaming Content Thematic Screen offers a simple way to spot promising stocks in the sector. Designed with advanced analytics, the screen highlights companies driving industry transformation, helping investors stay ahead of emerging opportunities.

Ready to uncover more transformative thematic investment ideas? Explore 37 cutting-edge investment themes with Zacks Thematic Investing Screens and discover your next big opportunity.

FOX’s streaming strategy took shape in 2020, when it acquired Tubi and chose free, ad-supported streaming instead of chasing the costly subscription race. This approach expanded in 2025 with FOX One, a paid service built with technology from Tubi Media Group and focused on live FOX news, sports, local stations and entertainment.

Together, the two services give FOX a clearer streaming structure: Tubi serves viewers who want free, easy-to-access entertainment, while FOX One targets fans who want the full FOX experience without a traditional cable bundle.

Tubi’s scale, with more than 100 million monthly active users, a deep library, creator-led programming and hundreds of originals, gives FOX a strong base for future advertising growth. As FOX adds more creator content, originals and event-related hubs, Tubi can become a stickier destination for younger and lighter TV viewers.

FOX One should also gain importance as live content shifts online. Its Roku availability improves access, and the 2026 FIFA World Cup gives FOX a major showcase, with every match streaming live on FOX One and Tubi supporting broader discovery.

FOX is not trying to copy global streamers. It is using strengths it already owns: live news, major sports, local reach and free entertainment. With disciplined execution, streaming is expected to expand FOX’s audience, support distribution and become a lasting growth driver. FOXA sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Fubo began in 2015 as a soccer-first streaming service for fans who wanted live sports without cable. It has since grown into a broader sports-first live TV platform, and after its 2025 combination with Disney’s Hulu + Live TV business, it now combines Fubo’s sports-led bundle with Hulu + Live TV’s entertainment reach. The combination gives the company more ways to serve viewers across budgets, languages and habits, with options, including Fubo Sports, Fubo Pro, Fubo Latino, Hulu + Live TV and Hulu + Live TV Español.

The outlook is supported by management’s targets. Fubo reaffirmed fiscal 2026 pro forma adjusted EBITDA guidance of $80 million to $100 million, expects positive free cash flow in fiscal 2027 and 2028, and is targeting at least $300 million in adjusted EBITDA by fiscal 2028.

Sports remain central, with Fubo Sports Network expanding through European Football Alliance programming and Tracy McGrady’s Ones Basketball League, while the platform leans on local sports, football, baseball and World Cup demand.

Fubo has growth levers. ESPN linkouts and ESPN e-commerce placement in 2027 could widen acquisition, Disney advertising support may improve monetization, and Fubo’s AI assistant could make sports discovery faster, stickier and more personalized. FUBO has a Zacks Rank #2 (Buy).

CuriosityStream launched its streaming service in 2015, targeting viewers who wanted documentaries and factual programming across science, history, technology, nature and civilization. Since then, it has moved beyond a niche subscription app into a broader streaming and licensing business built around content.

The subscription business remains important. Management has pointed to minimal churn after price increases, suggesting viewers still see value. CuriosityStream also reaches customers through direct subscriptions, bundles and partnerships, giving it several paths to grow revenues.

A key growth area is licensing, especially as demand for AI training content expands. The company has built a library of rights to above three million hours of content across factual, sports, news, entertainment, animation and film, supported by more than 200 content and data partners.

Management expects AI and data licensing to become a larger growth engine, with demand expanding across physical AI, video understanding and enterprise applications. This could make CuriosityStream more than a consumer streaming name, as its content becomes useful to technology customers.

CuriosityStream appears well-positioned. Its 2026 revenue guidance of $75 million to $80 million, rising EBITDA outlook, positive free cash flow record and debt-free balance sheet give it the flexibility to invest and grow. CURI has a Zacks Rank of 2.

FuboTV has transformed post-merger with Hulu + Live TV, now boasting 5.7M subscribers and $6.2B in 12-month pro forma revenue. FUBO reached a profitability inflection with $100M TTM pro forma adjusted EBITDA, targeting $300M by 2028 and positive FCF by 2027. Disney ad tech integration and ESPN partnership are accelerating margin improvements and expanding reach, with CPM and fill rates improving ahead of schedule.