NYSE$FUBO

FuboTV Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported strong Q2 2020 results with double-digit revenue, subscription, and viewership growth year-over-year.

fuboTV announced strong second quarter results with revenues growing 53% year-over-year and paid subscribers increasing 47% year-over-year. The company anticipates subscriber growth in Q3 2020, expecting to reach 340,000 - 350,000 subscribers.

  • Revenues grew 53% year-over-year.
  • fuboTV paid subscribers increased 47% year-over-year.
  • Content hours streamed increased 83% year-over-year.
  • Company expects paid subscribers to reach 340,000 - 350,000 at the close of Q3, representing growth of over 20% year-over-year.

Headline financials

Total Revenue

$44.2M

No prior period
EPS (adj)

-$2.82

Previous: -$0.24-1067.5%
Capital Expenditures

-$70K

No prior period
Free Cash Flow

-$99.1M

No prior period
Net Income

-$99.1M

Previous: -$5.55M-1686.1%
Operating Income

-$67.3M

Previous: -$5.96M-1028.6%
Gross Profit

-$18.4M

Previous: $0.00
Cash & Equivalents

$7.36M

No prior period
Total Assets

$1.11B

No prior period
R&D Expense

$9.55M

Previous: $0.00

Revenue & EPS history

fuboTV · Revenue · Quarterly

$44.2M

Q2 2020
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Revenue by segment

fuboTV · $222M total across 2 segments · Q2 2023

  • Subscription
    $199M-1.5%
  • Advertising
    $22.8M+5.1%

Forward guidance

The company is focused on driving top-line growth and making progress on their path to profitability. At the close of the third quarter, the company anticipates strong paid subscriber growth and expects to have reached 340,000-350,000 total subscriptions, representing growth of over 20% year-over-year.

Tailwinds

  • Expects margin improvement to continue over time, aided by a number of initiatives, including the growth of advertising on our platform along with strong attachment rates on value-added services
  • Expects the recent addition of the Disney Media Networks to programming portfolio to help grow subscription and advertising revenue.
  • Believes fuboTV’s differentiation in the marketplace - sports-focused programming and a tech-first user experience - firmly positions the company strongly for growth.
  • Anticipates an increase in revenue - both subscriptions and advertising - and viewership during Q3 with the return of sports.
  • Believes the addition of Disney Media Networks, including ESPN, ABC and Disney Channel, alongside current channel lineup will make fuboTV even more appealing to the entire household and in particular sports fans.

Headwinds

  • The advertising market is unsure given the pandemic.
  • There continues to be uncertainty around the return of live sports, specifically college football and the NFL due to the ongoing pandemic.
  • The company has factored in ongoing uncertainty around the fall sports calendar in its subscriber guidance.
  • Adjusted EBITDA was a loss of $41.9 million in Q2 2020, a $1.5 million larger loss than in the prior year.
  • Monetization of FaceBank’s IP, technology and assets, will require a few more quarters.

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 Q2 2020

Historical avgQ2 2020

-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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