How the Hulu + Live TV Merger and Channel Store Launch at fuboTV (FUBO) Has Changed Its Investment Story
- FuboTV Inc. recently completed its merger with Disney’s Hulu + Live TV, forming one of the largest live TV streaming services in America with nearly 6 million North American subscribers, and has launched the Fubo Channel Store, aggregating premium standalone content offerings within its platform.
- This wave of product and market expansion arrives as FuboTV reports its second straight quarter of positive adjusted EBITDA amid mixed signals on revenue and cash flow, highlighting progress toward profitability while surfacing questions about long-term growth and operational efficiency.
- We’ll examine how the launch of the Fubo Channel Store could shape FuboTV’s investment narrative and its ambitions for sustained growth.
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fuboTV Investment Narrative Recap
To believe in fuboTV as a shareholder today, you need to see scale and differentiated content as key drivers for long-term growth, especially following the transformative merger with Hulu + Live TV. The biggest short-term catalyst is improved subscriber engagement and ARPU from integrated offerings like the new Fubo Channel Store, while unresolved cash burn and negative free cash flow remain the most significant risks; this announcement does not materially change those underlying pressures or near-term uncertainties.
Among recent developments, the launch of the Fubo Channel Store directly connects to the company’s catalyst of expanding content partnerships and enhancing user experience, now aggregating top-tier standalone subscriptions and nearly 200 FAST channels within the Fubo platform, aiming to boost user retention and average revenue per user in a crowded streaming market.
However, in contrast, investors should be aware of fuboTV’s persistent cash flow challenges and what they could mean for…
Read the full narrative on fuboTV (it’s free!)
fuboTV’s narrative projects $1.8 billion revenue and $200.4 million earnings by 2028. This requires 3.8% yearly revenue growth and a $112.7 million earnings increase from $87.7 million today.
Uncover how fuboTV’s forecasts yield a $4.50 fair value, a 16% upside to its current price.
Exploring Other Perspectives
FUBO Community Fair Values as at Nov 2025
Simply Wall St Community members set fair values for fuboTV anywhere from US$1.44 to US$18.62 per share, based on 21 individual forecasts. These varied assessments sit against ongoing concerns about fuboTV’s unresolved cash burn, highlighting how widely views can differ and why it pays to consider several perspectives.
Explore 21 other fair value estimates on fuboTV – why the stock might be worth over 4x more than the current price!
Build Your Own fuboTV Narrative
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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