NYSE$FUBO

FuboTV Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

FuboTV's third quarter was marked by progress against its long-term plan of continued growth with improved profitability.

FuboTV posted North American subscription revenue growth of 42% year-over-year and North American ad revenue grew 21% year-over-year. The company closed the quarter with $307.4 million in cash, cash equivalents, restricted cash and short-term investments.

  • FuboTV remains committed to its goal of driving controlled growth and generating positive free cash flow in 2025.
  • The company decided to close the Fubo Gaming business and cease operation of its owned-and-operated Fubo Sportsbook in support of its profitability goals.
  • FuboTV posted North American subscription revenue growth of 42% year-over-year, and North American ad revenue grew 21% year-over-year.
  • The company achieved a sequential improvement in Operating Cash Flow and year-over-year improvement in Adjusted EBITDA (AEBITDA) Margin.

Headline financials

Total Revenue

$225M

Previous: $157M+43.5%
EPS (adj)

-$0.52

Previous: -$0.59+11.9%
Capital Expenditures

-$1.15M

Previous: -$3.86M+70.3%
Free Cash Flow

-$154M

Previous: -$110M-40.2%
Net Income

-$153M

Previous: -$106M-44.2%
Operating Income

-$150M

Previous: -$103M-45.6%
Gross Profit

-$6.26M

Previous: -$1M-526.1%
Cash & Equivalents

$201M

Previous: $393M-48.8%
Total Assets

$1.27B

Previous: $1.16B+9.3%
Stock-Based Comp

$13.6M

Previous: $12.7M+7.6%

Revenue & EPS history

fuboTV · Revenue · Quarterly

$225M

Q3 2022+43.5%vs Q3 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Q4 2022 guidance projects 1,355,000 - 1,375,000 subscribers and revenue of $277.5 - $282.5 million for North America Streaming. ROW Streaming is guiding to Q4 2022 revenue of $5.0 - $6.0 million and total year-end subscribers of 355,000 - 365,000.

Tailwinds

  • North America Streaming Q4 2022 guidance projects 1,355,000 - 1,375,000 subscribers, representing 22% year-over-year growth at the midpoint.
  • North America Streaming Q4 2022 guidance projects revenue of $277.5 - $282.5 million, representing 22% year-over-year growth at the midpoint.
  • Full-year North America Streaming revenue guidance updated to $949.7 - $954.7 million, representing 50% year-over-year growth at the midpoint.
  • ROW Streaming Q4 2022 revenue guidance of $5.0 - $6.0 million.
  • ROW Streaming total year-end subscribers guidance of 355,000 - 365,000.

Headwinds

  • Actual operating results may differ significantly from guidance due to the current macroeconomic environment.
  • Risks related to FuboTV’s access to capital and fundraising prospects to fund its ongoing operations and support its planned growth.
  • Risks related to diverting management’s attention from FuboTV’s ongoing business operations to address integration and fundraising efforts.
  • Restrictions imposed by content providers on our distribution and marketing of our products and services.
  • Reliance on third party platforms to operate certain aspects of our business.

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 Q3 2022

Historical avgQ3 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

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