FuboTV Inc. (FUBO) Earnings Call Transcripts

FuboTV Inc.'s Latest Earnings Call - Q2 FY2026

In Q2 2026, FuboTV Inc. reported record revenue of $1.566 billion, up from $1.125 billion year-over-year, marking a significant growth trajectory. The company achieved an adjusted EBITDA of $37.7 million, a substantial improvement from $1.4 million in the prior year, signaling operational efficiency gains. Management maintained its fiscal 2026 adjusted EBITDA guidance of $80 million to $100 million, while reiterating its long-term target of at least $300 million by 2028, indicating confidence in future profitability and growth drivers.

Reported metrics

Guidance from management

FuboTV maintained its fiscal 2026 adjusted EBITDA guidance of $80 million to $100 million and reiterated its long-term target of at least $300 million in adjusted EBITDA by 2028, indicating confidence in future growth.

What management said

Yes. This is David. Why don't I start, and then I'll let John chime in. So just in terms of where we are, as you know, we are a sports-first cable replacement service and the seasonality of our business typically allows us to generate 40% to 50% of our gross ads in the last fiscal quarter. And therefore, we keep our powder dry until then. So we do expect to spend more in marketing. And also, given the initiatives tha...

Yes. And just one last thing I'll say is look, we provided guidance a few weeks ago. Our plan is really to focus on the at least $300 million of EBITDA in 2028. And so we're planning accordingly and working with Disney on a number of these initiatives that we -- again, of course, as we get traction, we'll look to double down on some of these efforts.

What analysts pressed on

Analysts expressed concerns regarding the timing of content cost benefits from the Hulu Live integration and the potential impact of seasonality on subscriber growth. There were questions about how advertising revenue would stabilize amidst a challenging market.

Main topics on the call

• Record Revenue Growth — FuboTV achieved record revenue of $1.566 billion in Q2 2026, up from $1.125 billion in the same quarter last year, driven by expanded offerings and product innovation. CEO David Gandler noted, "We delivered the strongest...
• Adjusted EBITDA Improvement — The company reported adjusted EBITDA of $37.7 million, a significant increase from $1.4 million year-over-year, reflecting improved operational efficiency. Gandler highlighted that Fubo has now exceeded $100 million in p...
• Advertising Business Migration — Fubo's transition to Disney's ad server has yielded early benefits, with improvements in CPMs and fill rates. CFO John Janedis stated, "The CPM improvement has come in faster than expected," indicating a positive trend i...
• Subscriber Base Stability — Fubo ended the quarter with 5.7 million subscribers, slightly down from 5.9 million year-over-year, but management expressed confidence in subscriber retention. Gandler noted, "We've experienced better retention across a...

Read the full FuboTV Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 FuboTV Inc. earnings call transcripts on record, spanning August 8, 2025 to August 5, 2026. Based on this history, FuboTV Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FUBO

Exchange

NYSE

Country

US

Sector

Communication Services

Industry

Interactive Media and Services

Calls on record

5

First call

August 8, 2025

Most recent

August 5, 2026

Reporting cadence

quarterly