NYSE$FUBO

FuboTV Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Reported better-than-expected growth in subscribers, total revenue, and advertising revenue, all of which more than doubled year-over-year, and overcame typical seasonal revenue declines.

fuboTV's Q1 2021 was an inflection point, marked by significant growth in subscribers, revenue, and advertising revenue. The company overcame seasonal declines and is progressing towards profitability while investing in future growth.

  • Total revenue grew by 135% year-over-year.
  • Advertising revenue increased by 206% year-over-year.
  • Subscribers grew by 105% compared to the previous year.
  • Ended the quarter with $465 million in cash, cash equivalents, and restricted cash.

Headline financials

Total Revenue

$120M

Previous: $7.3M+1541.1%
EPS (adj)

-$0.55

Previous: -$1.83+69.9%
Capital Expenditures

-$639K

No prior period
Free Cash Flow

-$70.7M

Previous: -$4.3M-1544.6%
Net Income

-$70.1M

Previous: -$4.3M-1529.7%
Operating Income

-$65.1M

Previous: -$18.1M-259.0%
Gross Profit

-$4.14M

Previous: $7.3M-156.7%
Cash & Equivalents

$460M

Previous: $81K+567223.5%
Total Assets

$1.19B

Previous: $274M+335.1%
Stock-Based Comp

$9.37M

Previous: $9.06M+3.5%

Revenue & EPS history

fuboTV · Revenue · Quarterly

$120M

Q1 2021+1,541.1%vs Q1 2020
Beat estimate in 6 of 6 quarters(100%)
ActualEstimate

Revenue by segment

fuboTV · $119M total across 2 segments · Q1 2021

  • Subscription
    $106M+126.9%
  • Advertising
    $12.6M+207.3%

Forward guidance

fuboTV is optimistic for the future and is increasing full year 2021 revenue guidance to $520-530 million and end-of-year subscribers guidance to 830,000-850,000.

Tailwinds

  • Full year 2021 revenue is expected to be $520-530 million, representing a 101% increase year-over-year at the midpoint.
  • End-of-year subscribers are projected to be 830,000-850,000, a 53% increase year-over-year at the midpoint.
  • Full year 2021 net subscriber additions are expected to be at least 282,000.
  • Second quarter revenue is guided to be $120-122 million, a 174% increase year-over-year at the midpoint.
  • Second quarter subscriber guidance includes 600,000-605,000 subscribers, up 111% year-over-year at the midpoint.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-3.2%

Avg return

Earnings day

-5.6%

Avg return

5 days after

-1.8%

Avg return

30 days after

39%

13 / 33 earnings

Positive

+66.1%

Q1 2023

Best reaction

-28.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-15.9%-19.9%-23.1%
Q4 2025-22.7%-30.4%-45.4%
Q2 2025+0.0%+1.6%+8.4%
Q1 2025-17.9%-10.9%+24.9%
Q4 2024-13.9%-12.5%-17.6%
Q3 2024-16.7%-19.0%-7.5%
Q2 2024-5.3%-3.8%+26.0%
Q1 2024-9.0%-20.6%-19.4%
Q4 2023-10.6%-16.4%-23.7%
Q3 2023+8.4%+4.4%+21.2%
Q2 2023-19.0%-25.2%-17.4%
Q1 2023+66.1%+65.2%+50.0%
Q4 2022-17.7%-27.2%-52.2%
Q3 2022+3.5%-15.3%-16.5%
Q2 2022+18.8%+24.0%+15.8%
Q1 2022-28.9%-26.7%-26.9%
Q4 2021+4.7%+6.7%-13.0%
Q3 2021-24.4%-27.1%-44.0%
Q2 2021+13.9%+3.2%+4.2%
Q1 2021+18.5%+25.6%+70.2%
Q4 2020-12.0%-22.7%-42.1%
Q3 2020+9.4%+4.6%+97.3%
Q2 2020+2.1%-1.4%-14.6%
Q1 2020-13.1%+3.3%-3.0%
Q4 2019-4.9%-14.6%-5.7%
Q3 2019-4.1%-1.8%-18.6%
Q2 2019+0.5%+0.5%+32.9%
Q1 2019-3.9%-1.3%-9.7%
Q4 2018-4.3%
Q3 2018+2.3%
Q2 2018+2.4%
Q1 2018-25.0%
Q4 2017+12.9%
Q3 2017
Q2 2017
Q1 2017
Q2 2016
Q4 2016
Q1 2016
Q4 2015
Q3 2016
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q4 2011
Q3 2011
Q2 2011

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