FuboTV: From outsider to potential streaming leader
FuboTV $FUBO went through a rough patch in 2024, but thanks to a strategic alliance with Hulu+ Live TV (Disney), the tables have turned in 2025. The stock has more than doubled in value, and the company is poised to become a stable and strong investment for the future.
Key changes that have turned the tide:
The merger with Disney (Hulu+ Live TV):
Combined customer base of 6.2 million subscribers
Disney acquires 70% stake in the merged FuboTV
Cancellation of competing Venu (Fox, Warner Bros., Disney)
Reason for significance:
Disney brings capital, expertise, and market confidence. Combining $FUBOsports and entertainment (Hulu) helps diversify content and offset seasonal fluctuations.
Financial injection and stability:
$220 million. USD 220 million from media partners
145 million. USD 145 million loan from Disney
FuboTV had only $161m at the end of 2024. USD
Reason for significance:
The new funds address the cash shortage and allow the company to grow, innovate and increase marketing spend.
Eliminate competition and legal risks
Elimination of Venu = elimination of key competitive threat
Resolve antitrust litigation
Reason for importance:
$FUBO avoided potential market destruction and instead transformed competitors into partners.
Stock development and market position:
- Current price: approximately $2.79
- Market capitalization: approx. USD 956 million
- 2025 YTD growth: more than +100%
Reason for significance:
Shares of $FUBO are cheap in terms of market capitalization given the size of the new group. Re-rating of valuation is possible if stability and earnings growth are confirmed.
$FUBO may be an interesting speculative investment with long-term potential. The merger with Disney is a game changer, but investors need to be patient - a return to loss making is still possible, albeit less likely.
Interesting business and the stock is rising really nicely, but I'd rather invest in $DIS.
For me, it's very much speculation and I wouldn't invest in it. The stock may have gone up quickly, but unfortunately that means nothing and the company could very well be losing money again.