NYSE$FUBO

FuboTV Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

FuboTV's Q2 2022 earnings demonstrated strong revenue growth, with a focus on achieving profitability and positive free cash flow by 2025.

FuboTV reported strong revenue growth in Q2 2022, driven by North American subscription revenue growth of 70% year-over-year and ad revenue growth of 32% year-over-year. The company is focusing on reducing cash burn and improving unit economics, while exploring strategic options for its interactive wagering business.

  • North American subscription revenue grew 70% year-over-year.
  • Ad revenue increased by 32% year-over-year.
  • The company is undergoing a strategic review of its interactive wagering business.
  • FuboTV is targeting positive free cash flow in 2025.

Headline financials

Total Revenue

$222M

Previous: $131M+69.5%
EPS (adj)

-$0.45

Previous: -$0.38-18.4%
Capital Expenditures

-$1.06M

Previous: -$2.14M+50.7%
Free Cash Flow

-$117M

Previous: -$97.1M-20.7%
Net Income

-$116M

Previous: -$94.9M-22.3%
Operating Income

-$113M

Previous: -$81.1M-38.8%
Gross Profit

-$14.2M

Previous: -$2.01M-604.5%
Cash & Equivalents

$273M

Previous: $407M-33.0%
Total Assets

$1.36B

Previous: $1.14B+19.2%
Stock-Based Comp

$16.2M

Previous: $24.4M-33.6%

Revenue & EPS history

fuboTV · Revenue · Quarterly

$222M

Q2 2022+69.5%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

fuboTV · $224M total across 2 segments · Q2 2022

  • Subscription
    $202M+76.6%
  • Advertising
    $21.7M+31.5%

Forward guidance

FuboTV provided guidance for Q3 2022 and updated full-year 2022 guidance for North America and ROW streaming, reflecting subscriber and revenue expectations.

Tailwinds

  • Q3 2022 North America subscribers are projected to be 1,135,000 - 1,155,000, representing 22% year-over-year growth at the midpoint.
  • Q3 2022 North America revenue is projected to be $200 - $205 million, representing 29% year-over-year growth at the midpoint.
  • Full-year North America revenue is guided to $910 - $930 million, representing 45% year-over-year growth at the midpoint.
  • Full-year North America subscribers are guided to 1,330,000 - 1,350,000, representing 19% year-over-year growth at the midpoint.
  • Full-year ROW subscribers are guided to 340,000 - 360,000.

Headwinds

  • Full-year revenue guidance was revised down from $1,020 - $1,030 million to $910 - $930 million.
  • Full-year subscriber guidance was revised down from 1,465,000 - 1,475,000 to 1,330,000 - 1,350,000.
  • The downward revision of full-year guidance takes into account the impact of the subscriber shortfall in the second quarter.
  • The revenue guidance also reflects the expected pace of subscriber growth within the third quarter and throughout the remainder of the year.
  • Guidance does not include any projected revenues from online sports wagering.

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 2022

Historical avgQ2 2022

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro