FuboTV Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
Alisa Bowen appointed CEO in July 2026 (second CEO ever). FuboTV completed business combination with Disney's Hulu + Live TV on October 29, 2025, creating $6B+ pro forma revenue company. Q3 FY2026: revenue $1.482B (vs. $1.074B prior year), net loss $25.7M (improved from $38.0M loss), North America subscribers 5.75M (+2% YoY). Company raised FY2026 Adjusted EBITDA guidance to $90–$100M (from $80–$100M); reaffirmed FY2028 EBITDA target of ≥$300M. Cash position $236.4M.
Why this rating
CEO transition + Disney synergies (ad server, ESPN integration) are moderately meaningful; merger closed 9 months ago; guidance bump modest relative to company size; subscriber growth flat (~2% YoY) and losses persist despite scale. Not yet business-changing.
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