NYSE$FUBO

FuboTV Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Delivered strong results with continued top-line growth and bottom-line improvements.

FuboTV reported strong Q3 results with North America revenue growth of 21% and subscriber growth of 9% year-over-year. The company also saw improvement in profitability metrics, including a $29.8 million improvement in Net Loss and a $33.8 million improvement in Adjusted EBITDA.

  • Achieved North America revenue growth of 21% and subscriber growth of 9% year-over-year.
  • Improved Net Loss by $29.8 million and Adjusted EBITDA by $33.8 million year-over-year.
  • Net cash provided by operating activities improved by $27.4 million, and Free Cash Flow improved by $31.3 million year-over-year.
  • Upfront commitments for the 2024-2025 advertising season are up over 40% compared to the 2023-2024 season.

Headline financials

Total Revenue

$386M

Previous: $321M+20.3%
EPS

-$0.16

Previous: -$0.22+27.3%
NA Subscribers

1.6M

No prior period
ROW Subscribers

378.0K

No prior period
Adjusted EBITDA

-$27.6M

No prior period
Operating Cash Flow

$2.44M

No prior period
Capital Expenditures

-$1.9M

Previous: -$375K-406.4%
Free Cash Flow

-$54.3M

Previous: -$84.2M+35.5%
Net Income

-$52.4M

Previous: -$83.8M+37.5%
Operating Income

-$58.6M

Previous: -$83.3M+29.6%
Cash & Equivalents

$146M

Previous: $260M-43.8%
Total Assets

$1.1B

Previous: $1.22B-9.7%
Stock-Based Comp

$9.32M

Previous: $12.7M-26.6%

Revenue & EPS history

fuboTV · Revenue · Quarterly

$386M

Q3 2024+20.3%vs Q3 2023
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

FuboTV's FY 2024 subscriber guidance projects 1,665,000 to 1,705,000 subscribers in North America and 345,000 to 355,000 subscribers for Rest of World. FY 2024 revenue guidance projects $1,580 million to $1,600 million in North America and $33 to $35 million for Rest of World.

Tailwinds

  • FY 2024 subscriber guidance projects 1,665,000 to 1,705,000 subscribers in North America, representing 4% year-over-year growth at the midpoint.
  • FY 2024 revenue guidance projects $1,580 million to $1,600 million in North America, representing 19% year-over-year growth at the midpoint.
  • 4Q 2024 revenue guidance projects $426 million to $446 million in North America, representing 9% year-over-year growth at the midpoint.
  • FY 2024 revenue guidance projects $33 to $35 million for Rest of World, representing 4% year-over-year growth at the midpoint.
  • Fubo sees constant disruption in the streaming industry as an opportunity to build a distinctive sports entertainment streaming platform.

Headwinds

  • FY 2024 subscriber guidance now projects 345,000 to 355,000 subscribers for Rest of World, representing a 14% year-over-year decline at the midpoint.
  • 4Q 2024 revenue guidance projects $8 to $9 million for Rest of World, representing 0% year-over-year growth at the midpoint.
  • Ability to achieve or maintain profitability.
  • Risks related to access to capital and fundraising prospects to fund financial operations and support planned business growth.
  • Given the many unknowns related to the potential launch of the defendants’ sports streaming joint venture, including the outcome of our antitrust lawsuit, our forward-looking statements with respect to our anticipated financial performance in future periods, including our profitability goals, do not reflect any potential impact of the launch to 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 2024

Historical avgQ3 2024

-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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