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Dec 31, 2025
fuboTV Q4 2025 Earnings Report
fuboTV reported its Q1 fiscal 2026 results, highlighting a significant increase in reported revenue and a reduced net loss, driven by the Hulu + Live TV combination and strategic initiatives.
Key Takeaways
fuboTV announced strong Q1 fiscal 2026 results, with reported revenue up 40% year-over-year to $1.549 billion and a net loss of $19.1 million, a substantial improvement from the previous year. The company's strategic combination with Hulu + Live TV established a strong foundation with 6.2 million subscribers, and plans for a new reseller and marketing arrangement with ESPN are underway to further scale the business.
Reported Revenue increased by 40% year-over-year to $1.549 billion, demonstrating strong growth.
Net Loss significantly improved to $19.1 million, compared to $38.6 million in the prior year.
The Hulu + Live TV combination established a scaled platform with 6.2 million subscribers in North America.
Plans for a new reseller and marketing arrangement with ESPN were announced, aiming to lower customer acquisition costs and enhance market position.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
FuboTV will revisit issuing guidance in future quarters as it gains better visibility on the timing and impact of its combined company initiatives. The company is focused on expanding reach, driving higher yields through combined ad tech, enforcing portfolio discipline, and accelerating product roadmap to deliver next-generation consumer-centric innovations.
Positive Outlook
- New reseller and marketing arrangement with ESPN expected to lower customer acquisition costs.
- Migration of Fubo's ad tech stack into Disney Ad Server expected to drive meaningful uplift in CPMs and fill rates.
- Expansion of Hulu + Live TV news offering with C-SPAN to enhance value for entertainment-focused subscribers.
- Successful integration of Hulu + Live TV business, establishing a strong scaled platform.
- Continued focus on product, technology, and packaging innovations to differentiate the offering.
Challenges Ahead
- Guidance for future quarters is currently withheld due to ongoing evaluation of combined company initiatives.
- Subscriber impact from the removal of NBCU and Versant programming, though better than expected, still occurred.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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