NYSE$FUBO

FuboTV Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

FuboTV achieved record revenue and subscriber growth, exceeding expectations.

fuboTV delivered a record fourth quarter, exceeding $100 million in revenue for the first time. The company also saw growth across all key performance indicators: revenue, average revenue per user (ARPU), advertising average revenue per user (ad ARPU), contribution margin and paid subscribers.

  • Total subscribers reached 547,880, a 237% year-over-year increase.
  • Net subscriber additions were 92,800 in Q4.
  • Users streamed over 544.9 million hours in 2020, an 82% year-over-year increase.
  • Annual ARPU reached $754, a 17% increase year-over-year.

Headline financials

Total Revenue

$105M

Previous: -$1.56M+6822.8%
EPS (adj)

-$2.47

Previous: -$3.43+28.0%
Capital Expenditures

$63K

No prior period
Free Cash Flow

-$76.6M

No prior period
Net Income

-$77.6M

Previous: -$98.3M+21.1%
Operating Income

-$84.1M

Previous: -$94.2M+10.7%
Gross Profit

$4.88M

Previous: -$17M+128.7%
Cash & Equivalents

$135M

No prior period
Total Assets

$859M

No prior period
Stock-Based Comp

$26.7M

No prior period

Revenue & EPS history

fuboTV · Revenue · Quarterly

$105M

Q4 2020-6,822.8%vs Q4 2019
Beat estimate in 5 of 5 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

fuboTV provided revenue guidance of $101-$103 million for Q1 2021, representing 98-102% year-over-year growth. Subscriber guidance for Q1 2021 is 520,000-530,000, representing 81-84% year-over-year growth. Full-year revenue guidance was increased to $460-$470 million, up 76-80% year-over-year, with total year-end subscribers guided to 760,000-770,000, an increase of 39-41% year-over-year.

Tailwinds

  • Revenue guidance of $101-$103 million for Q1 2021
  • Subscriber guidance for Q1 2021 is 520,000-530,000
  • Full-year revenue guidance was increased to $460-$470 million
  • Total year-end subscribers guided to 760,000-770,000
  • Plan to accelerate the investment in our team and further build our product development to grow our business and expand into wagering

Headwinds

  • Q1 has been softer than Q4, when viewed sequentially, on revenue and contribution margin.
  • Q1 2021 revenue guidance takes this seasonality into account with revenue of $101-$103 million. This would represent growth of 98-102% year-over-year and a sequential decline of 2-4% quarter-over-quarter.
  • Q1 2021 subscriber guidance includes 520,000-530,000 subscribers. This would represent growth of 81-84% year-over-year and a sequential decline of 3-5% quarter-over-quarter.
  • Guidance does not include any projected revenues from online sports wagering.
  • Company will accelerate the investment in our team and further build our product development to grow our business and expand into 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 Q4 2020

Historical avgQ4 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

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