📊 FUBO Key Takeaways
Is FUBO a Good Investment? Thesis Analysis
FuboTV demonstrates severe financial distress with negative profitability across all margins, massive operating cash burn of -$200.3M, and a critically weak balance sheet with current ratio of 0.84x indicating imminent liquidity concerns. The company is consuming cash rapidly with free cash flow of -$200.8M while generating minimal gross profit ($33K on $1.5B revenue), suggesting fundamental business model challenges that extend beyond typical streaming service scaling dynamics.
Why Buy FUBO? Key Strengths
- Maintains $452.4M in cash reserves providing near-term operational runway
- Revenue scale of $1.5B indicates established market presence and subscriber base
- Year-over-year EPS improvement of 48.1% suggests declining loss rate trajectory
FUBO Investment Risks to Consider
- Negative free cash flow of -$200.8M annually is unsustainable and will deplete cash reserves within 2 years at current burn rate
- Current ratio of 0.84x indicates inability to cover current liabilities with current assets, creating acute liquidity crisis risk
- Near-zero gross margin of 0.0% on $1.5B revenue indicates severe content or infrastructure cost misalignment with pricing strategy
- Operating losses of -$20.3M with negative interest coverage of -3.9x raise debt service viability concerns
- Capital-intensive content business model coupled with negative operating cash flow suggests structural unprofitability
Key Metrics to Watch
- Operating cash flow trend and path to positive territory
- Gross margin expansion through pricing adjustments or cost reduction
- Cash burn rate relative to remaining cash reserves
- Debt refinancing timeline and potential covenant violations
FUBO Financial Metrics
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
FUBO Profitability Ratios
FUBO vs Default Sector
How FuboTV Inc. compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is FUBO Overvalued or Undervalued?
Based on fundamental analysis, FuboTV Inc. shows some fundamental concerns relative to the Default sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
FUBO Balance Sheet & Liquidity
FUBO 5-Year Financial Trend & Growth Analysis
5-Year Trend Summary: FuboTV Inc.'s revenue has grown significantly by 645% over the 5-year period, indicating strong business expansion. The most recent EPS of $-3.08 indicates the company is currently unprofitable.
FUBO Growth Metrics (YoY)
FUBO Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $1.1B | -$6.0M | $-0.02 |
| Q3 2025 | $377.2M | -$8.0M | $-0.06 |
| Q2 2025 | $380.0M | -$8.0M | $-0.02 |
| Q1 2025 | $402.3M | -$56.0M | $-0.19 |
| Q3 2024 | $320.9M | -$25.3M | $-0.16 |
| Q2 2024 | $312.7M | -$25.3M | $-0.08 |
| Q1 2024 | $324.4M | -$56.0M | $-0.19 |
| Q3 2023 | $225.0M | -$49.9M | $-0.29 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
FUBO Capital Allocation
FUBO SEC 10-K & 10-Q Filing Analysis
Access official SEC EDGAR filings for FuboTV Inc. (CIK: 0001484769)
📋 Recent SEC Filings
❓ Frequently Asked Questions about FUBO
What is the AI rating for FUBO?
FuboTV Inc. (FUBO) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.
What are FUBO's key strengths?
Claude: Maintains $452.4M in cash reserves providing near-term operational runway. Revenue scale of $1.5B indicates established market presence and subscriber base.
What are the risks of investing in FUBO?
Claude: Negative free cash flow of -$200.8M annually is unsustainable and will deplete cash reserves within 2 years at current burn rate. Current ratio of 0.84x indicates inability to cover current liabilities with current assets, creating acute liquidity crisis risk.
What is FUBO's revenue and growth?
FuboTV Inc. reported revenue of $1.5B.
Does FUBO pay dividends?
FuboTV Inc. does not currently pay dividends.
Where can I find FUBO SEC filings?
Official SEC filings for FuboTV Inc. (CIK: 0001484769) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is FUBO's EPS?
FuboTV Inc. has a diluted EPS of $-0.02.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is FUBO a good stock to buy right now?
Based on our AI fundamental analysis in March 2026, FuboTV Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is FUBO stock overvalued or undervalued?
Valuation metrics for FUBO: ROE of -2.2% (sector avg: 15%), net margin of -0.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy FUBO stock in 2026?
Our dual AI analysis gives FuboTV Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is FUBO's free cash flow?
FuboTV Inc.'s operating cash flow is $-200.3M, with capital expenditures of $520.0K. FCF margin is -13.0%.
How does FUBO compare to other Default stocks?
Vs Default sector averages: Net margin -0.4% (avg: 12%), ROE -2.2% (avg: 15%), current ratio 0.84 (avg: 1.8).