NYSE$FUBO

FuboTV Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Fubo exceeded guidance with subscriber and revenue growth, improved cash usage, and a strengthened balance sheet.

Fubo's Q1 2023 showed strong performance, exceeding guidance with 22% year-over-year growth in subscribers and 34% revenue growth in North America. The company also improved cash usage and strengthened its balance sheet, ending the quarter with $364.8 million in cash and cash equivalents. Fubo is confident in its ability to achieve positive cash flow in 2025.

  • Fubo posted 22% year-over-year growth in subscribers.
  • North American revenue grew by 34% year-over-year.
  • Cash usage significantly improved year-over-year.
  • The company ended the quarter with $364.8 million in cash, cash equivalents and restricted cash.

Headline financials

Total Revenue

$324M

Previous: $242M+34.0%
EPS (adj)

-$0.27

Previous: -$0.69+60.9%
Capital Expenditures

-$102K

Previous: -$857K+88.1%
Free Cash Flow

-$83.7M

Previous: -$142M+40.9%
Net Income

-$83.6M

Previous: -$141M+40.6%
Operating Income

-$81.5M

Previous: -$135M+39.8%
Gross Profit

$3.23M

Previous: -$23.9M+113.5%
Cash & Equivalents

$359M

Previous: $451M-20.5%
Total Assets

$1.3B

Previous: $1.46B-10.8%
Stock-Based Comp

$13.7M

Previous: $17.4M-21.5%

Revenue & EPS history

fuboTV · Revenue · Quarterly

$324M

Q1 2023+34%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

fuboTV · $22.5M total across 1 segment · Q1 2023

  • Advertising
    $22.5M-1.3%

Forward guidance

Fubo projects strong growth for Q2 2023 and raises full-year guidance, reflecting confidence in continued leadership in streaming and a path to positive cash flow in 2025.

Tailwinds

  • North America Streaming Q2 2023 guidance projects 1,120,000 to 1,140,000 subscribers, representing 19% year-over-year growth at the midpoint.
  • North America Streaming Q2 2023 guidance projects revenue of $292.5 to $297.5 million, representing 36% year-over-year growth at the midpoint.
  • FY 2023 guidance now projects 1,550,000 to 1,570,000 subscribers, representing 8% year-over-year growth at the midpoint.
  • FY 2023 guidance now projects revenue of $1,235 to $1,265 million, representing 27% year-over-year growth at the midpoint.
  • ROW Streaming Q2 2023 guidance projects 377,500 to 382,500 subscribers, representing 10% year-over-year growth at the midpoint.

Headwinds

  • Macro uncertainty continues.
  • ROW Streaming FY 2023 guidance projects 395,000 to 415,000 subscribers, representing a 4% year-over-year decline at the midpoint.
  • The company acknowledges ongoing customer engagement is needed.
  • The company acknowledges ongoing advertising acceleration is needed.
  • The company acknowledges the need for continued leadership in streaming.

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 2023

Historical avgQ1 2023

-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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