Overview
- Fubo and Hulu + Live TV will remain separate consumer brands under Disney, with executives positioning the combination as one of the largest live‑TV streaming services in the U.S.
- Q3 results showed 1.63 million North American subscribers, revenue of $368.6 million down about 2% year over year, adjusted EPS of $0.02, and a narrowed net loss of $18.8 million.
- Fubo introduced a $55.99 sports‑focused skinny bundle in over 100 U.S. markets and launched a channel store for add‑ons including Hallmark+, DAZN1, MLB.tv, MGM+, Starz, and Paramount+ with Showtime.
- Management outlined near‑term priorities including programming efficiencies, ad‑tech improvements, deeper personalization, and marketing through the ESPN ecosystem, with sports inventory and ad sales slated to move into Disney’s ecosystem in Q1 2026.
- As of Sept. 30, Fubo reported $280.3 million in cash and equivalents and negative free cash flow of $9.4 million, noted Rest‑of‑World softness, and flagged international collaboration with Disney over the next 18–24 months.