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Aktien Stammtisch

@Aktien_Stammtisch

1Mon·

FuboTV Q2’25 Earnings Highlights

$FUBO

🔹 Adj. EPS: $0.05 (Est. $(0.05)) 🟢

🔹 Revenue: $371.3M (Est. $353.72M) 🟢; -3% YoY

🔹 Adj. EBITDA: $20.7M; first positive quarter

Regional Performance:

🔹 North America Revenue: $371.3M; DOWN -3% YoY

• Paid Subs: 1.356M; DOWN -6.5% YoY

🔹 Rest of World Revenue: $8.7M; UP +4.7% YoY

• Paid Subs: 349K; DOWN -12.5% YoY

Other Metrics:

🔹 Free Cash Flow: $(37.7M); +$2.4M YoY

🔹 Cash, Equivalents & Restricted Cash: $289.7M

CEO Commentary:

🔸 “The second quarter of 2025 marked a pivotal milestone in Fubo's business.”

🔸 “Our continued focus on delivering choice and flexibility to consumers positions us well to capitalize on emerging opportunities as the traditional content landscape continues to evolve.”

Chairman Commentary:

🔸 “We continue to innovate our sports entertainment streaming platform striving for unparalleled product quality and a frictionless content experience.”

BamBamInvest

@BamBamInvest

7Mon·

Netflix - Subscriber growth 🚀

$NFLX (+0.36%)

Netflix has gained more new subscribers than in any other quarter in its history.

Netflix subscribers over time.

$DIS (-1.1%) , $AMZN (+0.91%) , $WBD (+2.16%) , $PARA (+2.65%) , $FUBO

BamBamInvest

@BamBamInvest

7Mon·

Netflix earnings highlights for the fourth quarter of 2024

$NFLX (+0.36%)

Sales: USD 10.25 billion (estimated USD 10.11 billion); increase of +16 % compared to the previous year
Earnings per share: USD 4.27 (estimated USD 4.18); increase of +102 % compared to the previous year
Paid streaming net accesses: +18.91 million (estimated +9.18 million) ; increase of +44% compared to the previous year
Total number of paid streaming memberships: 301.63 million (estimated 290.93 million); increase of 16% compared to the previous year
Operating income: USD 2.27 billion (estimated USD 2B); increase of 52% compared to the previous year
Operating margin: 22.2 % (estimated 21.9 %)
Free cash flow: USD 1.38 billion (estimated USD 1.06 billion); decrease of -13% compared to the previous year

Segment performance:

United States and Canada (UCAN):

Sales: USD 4.52 billion; increase of 15 % compared to the previous year
Paid net additions: +4.82 million (estimated +1.75 million); increase of +72% compared to the previous year
Average revenue per membership (ARM): $17.26; increase of 4% compared to the previous year

Europe, Middle East and Africa (EMEA):

Revenue: USD 3.29 billion; increase of 18 % compared to the previous year
Paid net additions: +5 million (estimated +3.09 million); decrease of -1% compared to the previous year
ARM: $11.11; increase of 3% compared to the previous year

Latin America (LATAM):

Sales: $1.23 billion; decrease of 7% compared to the previous year
Paid net additions: +4.15 million (estimated +1.5 million); increase of +77% compared to the previous year
ARM: $8.00; decrease of -7% compared to the previous year

Asia-Pacific (APAC):

Sales: USD 1.21 billion; increase of 26% compared to the previous year
Paid net additions: +4.94 million (estimated +2.70 million); increase of +70% compared to the previous year
ARM: $7.34; unchanged compared to the previous year

Content performance:

"Squid Game" Season 2 and "Carry-On" have reached significant milestones and "Squid Game" is well on its way to becoming one of the most-watched original series.
With the fight between Jake Paul and Mike Tyson, Netflix delivered the most-streamed sporting event of all time.
Record-breaking NFL viewing figures on Christmas Day.

Forecast for the first quarter of 2025:

Revenue: USD 10.42 billion (estimate: USD 10.48 billion)
Earnings per share: USD 5.58 (estimate: USD 6.01)
Operating income: USD 2.94 billion (estimate: USD 3.13 billion)
Operating margin: 28.2% (estimate: 29.8%)

Forecast for the full year 2025:

Sales: USD 43.5-44.5 bn (estimate: USD 43.59 bn); increase of 12-14% compared to the previous year
Operating profit margin: 29% (previously: 28%)
Free cash flow: approx. USD 8 billion (estimated: USD 8.51 billion)

CEO's comment:

"2024 marked a renewed acceleration in growth with a 16% increase in sales compared to the previous year. We are entering 2025 with strong momentum and are preparing for the return of hit series such as 'Squid Game', 'Wednesday' and 'Stranger Things'. Our live programs and ad-financed plans are the main drivers of this growth."

Strategic updates:

Focus on ad-supported plans. 55% of new sign-ups in ad-supported regions opt for ads.
Investment in live event programming, including exclusive rights to the FIFA Women's World Cup (2027 and 2031).
Enhanced ad tech platform to be launched in Canada and rolled out in the US in April 2025.

$DIS (-1.1%)
$AMZN (+0.91%)
$WBD (+2.16%)
$PARA (+2.65%)

2 Comments

Erdbeermaus@Lumimyrsky

7Mon

I don't need it. But it's a great share in any case

•

Show answer

Aktien Stammtisch

@Aktien_Stammtisch

10Mon·

Earnings next week 🚀

8 Comments

10Mon

Next week I will be completely shaved 🥴

•

View all 5 further answers

Hennington Research

@HennRes

1Yr·

The coming week summarized:

Monday:

New home sales (January)
Quarterly reports from Workday ($WDAY (-0.23%) ), Zoom Video Communications ($ZM (-1.57%) ), Domino's Pizza ($DPZ (+0.34%) ) and Unity Software ($U (+1.99%) )

Tuesday:

Orders for durable goods (January)
S&P Case-Shiller Home Price Index
Consumer Confidence (February)
Quarterly reports from Lowe's ($LOW (+0.11%) ), ONEOK ($OKE (-1.86%) ), Bank of Montreal ($BMO (+0.68%) ), American Tower ($AMT (+1.07%) ) and AutoZone ($AZO (+0.06%) )

Wednesday:

Gross Domestic Product of the USA (first revision of the fourth quarter)
US trade balance (January)
Retail inventories (January)
Wholesale inventories (January)
Quarterly reports from Salesforce ($CRM (+0.42%) ), Snowflake ($SNOW (+2.03%) ), Royal Bank of Canada ($RY (+0.6%) ), HP ($HPQ (+0.11%) ), TJX ($TJX (-0.24%) ), Paramount Global ($PARA (+2.65%) ) and Monster Beverage Corp. ($MNST (-1.29%) )

Thursday:

Personal Consumer Price Index (PCE)
Initial claims for unemployment benefits
Pending home sales (January)
Statements by Atlanta Fed President
Raphael Bostic, Chicago Fed President Austan Goolsbee and Cleveland Fed President Loretta Mester
Quarterly reports from Anheuser-Busch InBev ($BUD (+1.61%) ), Dell Technologies ($DELL (+1.41%) ), Toronto-Dominion Bank ($TD.PR.P ), Hewlett Packard Enterprise ($HPE (-0.93%) ) and Best Buy ($BBY (-2.16%) )

Friday:

Statements from Dallas Fed President Lorie Logan, Federal Reserve Board Gov. Christopher Waller, Atlanta Fed President Bostic and San Francisco Fed President Mary C. Daly
Quarterly reports from RadNet ($RDNT (-0.77%) ), Plug
Power ($PLUG (+7.92%) ) and FuboTV ($FUBO )

1 Comment

Testo-Investor@Testo-Investor

1Yr

Bip usa and salesforce will be exciting ... although I'm hardly worried about q4...

The next figures from q1 2024 will be exciting !!! 👍 that will decide a lot about how the year will go!

Thanks for the great list!

••

Maitham

@Maitham

2Yr·

$FUBO currently at $2.17 on July 10th 2023. I predict $5 per share or more by 2025.

1 Comment

Maitham@Maitham

2Yr

In only two days FUBO is up 30%. 2025 is very conservative.

•

Milo

@Milo_st

3Yr·

AVOD growth by 2026 approximately 49% of population in US. 8% growth. Consumption is changing due to generational change.

AVOD platform - $ROKU (+2.19%)
$FUBO

DDP - $TTD (-0.45%)

SSP - $MGNI (+1.97%) ($PUBM
$PERI

Aron

@Aron

3Yr·

May another long Term Investing? Idk...Will keep watchin!

Cassius

@DS0711

3Yr·

Although the quarterly figures were so poor, the growth is still enormous. (Sales are growing rapidly, the same applies to the now almost 1 million subscriptions). As soon as a bottom is formed, I will enter with a small position.

MIGUEL PERAZA

@MIGUELPERAZA

3Yr·

fuboTV Inc. is focused on bringing to life its vision of a streaming platform that transcends the industry’s current virtual MVPD model. fuboTV Inc. operates in the U.S., Canada, Spain, and, through its expected acquisition of Molotov, in France.

FUBO is it a good pick?

The company delivered triple-digit year-over-year growth during the third quarter in total paid subscribers (up 108% to 944,605), total revenue (up 156% to $156.7 million), and advertising revenue (up 147% to $18.6 million). Viewership hours reached record highs with fuboTV customers streaming 284 million hours of content during the quarter, a 113% increase year-over-year. fuboTV also added 262,884 net subscribers during the quarter.

Technical analysis

From October 04, 2021, to November 04, 2021, the share price soared 54% to $35.09 (25-week high). driven by the announcement of a distribution agreement with AT&T SportsNet Rocky Mountain, Fubo Sportsbook was named NASCAR's authorized gaming operator, fuboTV entered fully into mobile sports betting in Iowa, the acquisition of France's leading live TV streaming service, Molotov SAS and fuboTV reached one million subscribers. Recently the share price plunged -31% as the company present a bad earnings report. Based on current technical indicators, the share price will continue the recent downtrend and retest the 25-weeks low.

Milo

@Milo_st

3Yr·

Fubo Sportsbook officially launches, bringing the first live TV streaming-integrated mobile sportsbook to the U.S. market. 🚀🚀🚀🚀https://twitter.com/fubosportsbook/status/1455990496615178240?s=21

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