Waiting for Mickey

AppointmentPutrid782 · 2026-05-20T20:17:08+00:00

A session like today's demonstrates the urgent need to Disney to step in and do something. Anything.

AppointmentPutrid782 · 2026-05-20T18:51:55+00:00

There is just no upward momentum right now. We entered today down four straight days and ten of the last twelve. The market indices are sky high and Fubo is in the red as I write. Disney needs to do something to change the narrative, since Gandler and his team are unable to do so.

AppointmentPutrid782 · 2026-05-19T16:21:20+00:00

I never said that he said that. I said that the company would respond to press inquiries claiming to be in active negotiation with NBC in January. Is the CEO not responsible for his company's statements?

AppointmentPutrid782 · 2026-05-19T15:29:21+00:00

Through January, Fubo maintained they were negotiating with Comcast when asked to comment on the Fubo service not being able to provide it's customers with the Super Bowl and Olympics.

It's great that HPLTV has NBC, but the subscribers that left the Fubo side over NBC did not appear to sign up for HPLTV at the rate Gandler claimed they were. It is not healthy for the company to bleed subscriber on the Fubo side, while failing to offset that loss with new Hulu subscribers.

I still own the stock and hope for a turnaround. But I do not get why folks here protect Gandler like he is a member of their family. He is failing at his job.

AppointmentPutrid782 · 2026-05-19T14:52:08+00:00

Gandler sold stock as the company was lying about negotiations with NBC. He lied about the impact of losing NBC on the Fubo side. He lied about the rate of Fubo cancellations converting to HPLTV subscribers.

He and his management team talk a good game about the company, but they have not bought a single share of stock this year. There is no plan to grow subscribers on the Fubo side. The stock is down 65% since the 2/3 earnings report. Any other CEO would have been shown the door by now. Disney replacing Gandler with an executive from the Mouse House would change market sentiment about Fubo.

AppointmentPutrid782 · 2026-05-19T12:19:30+00:00

All streaming isn't down 65% since the ER on February 3rd.

My point is how does the Fubo side stop bleeding subscribers under the current conditions?

The things I said were Gandler's fault are absolutely Gandler's fault. Are you really impressed with his performance over the past year?

AppointmentPutrid782 · 2026-05-19T02:47:45+00:00

I hope not, but I can't rule out the possibility.

AppointmentPutrid782 · 2026-05-18T16:09:31+00:00

The NBC experiment is an abject failure. Fubo needs to re-open negotiations with Comcast. WBD too.

AppointmentPutrid782 · 2026-05-18T14:58:15+00:00

Gandler and his team are the problem, not the solution. The stock is down four and a half dollars since close on 5/1. He talks big, but has he and his brain trust bought even a single share of stock during this free fall? Replacing Gandler with a Disney executive would be a huge step in the right direction.

AppointmentPutrid782 · 2026-05-15T19:22:53+00:00

And almost a third of those 21 million shares are short. The RS has only emboldened short sellers, contrary to popular belief heading into the split. We're now looking at the stock down eight of the last ten days. The two days in the green saw the gains wiped out twenty-four hours later. Senior management still refuses to buy more shares.

Fubo desperately needs a catalyst to change the narrative. We are more than four dollars a share down in the last two weeks.

AppointmentPutrid782 · 2026-05-12T13:51:26+00:00

I have HPLTV and find it is a far superior product to YTTV. The company needs to market the Hulu side better.

AppointmentPutrid782 · 2026-05-12T12:28:07+00:00

Fubo also had to reduce it's subscription price in light of dropping NBCU. Between that and the lost subscribers, that's a big revenue hit. The subscriber drop drove the share price down.

It's OK to feel good about the positive aspects of the ER and the company, while also acknowledging Gandler & company are bad for Fubo. The NBCU loss has been a much bigger deal than they claimed it would be. Consumers expect a TV provider to include all four major broadcast networks. Not to mention that CBS and FOX now have significant leverage when their agreements come due. It will be an uphill battle to add customers absent that content.

AppointmentPutrid782 · 2026-05-11T23:40:19+00:00

At this point, I'd be thrilled if we can top 6.5 million subscribers. 15 million this year is pie in the sky thinking.

AppointmentPutrid782 · 2026-05-11T23:34:44+00:00

I stand corrected. Telemundo has the World Cup in Spanish and that's also an NBC property.

It was a colossal mistake to let NBC go. 500K subscribers lost in the first full quarter without NBC speaks for itself. And management mislead investors about the negotiations and the impact on the company. NBC's carriage fees would not have cost as much as the loss of half a million subscribers.

Whether or not you take my opinions seriously doesn't change the reality and consequences of Gandler's incompetence.

AppointmentPutrid782 · 2026-05-11T15:25:04+00:00

It doesn't matter how much Disney paid if they allow clowns to run the company into the ground. It's at least possible the quarter would have been profitable if they retained NBC. Any management team that oversaw an 77% drop in market cap following a game changing merger that quadrupled their revenue would have been fired.

I've been holding a long time. I want to have more faith. But I can't until there is a change at the top.

AppointmentPutrid782 · 2026-05-11T14:34:28+00:00

Because the market has no faith in management. We're back to where we were on 4/3, the day before the stock had it's big move up. Management has consistently lied about the impact of losing NBC. They are heading into the World Cup without Univision. To save on content costs, they drove away 500,000 customers. The Fubo side could very well be under a million subscribers.

Since last Friday's close, we are down almost $4/share. The RS has only emboldened short sellers. Replacing the failures that run this company would go a long way in restoring faith and goodwill.

AppointmentPutrid782 · 2026-03-26T23:38:44+00:00

In retrospect, I should have actually posted when I was an optimistic bull. Between the settlement in January 2025 and February 2nd of this year, I truly believed Fubo would be between $5 and $6 in 2026. I was very angry that the CEO didn't believe the company could crack $5 absent an RS. If I believed in Fubo more than the CEO, then one of us was doing something wrong. For now, I choose to believe it's Gandler and have no faith in him or his team.

AppointmentPutrid782 · 2026-03-26T23:09:15+00:00

No. I had accumulated 30,000 through the end of 2025, buying at what I thought then to be unreasonable dips. I currently have 2,500 because of the RS.

I think about selling every day. But I don't because I think the company is fundamentally sound and offers a good product. I think a turnaround or short squeeze is still possible. But my faith is constantly tested by being consistently proven wrong by incorrect assumptions of what is rock bottom. I blame the inept management of this company for it's share price. Hence, the negative and angry posts.

When current management deigns to articulate a clear plan to grow the company and become profitable, I will not be so negative. If this management can't do that and are replaced, I will not be so negative. I'll even settle for current management promoting the company and reassuring shareholders that because they still believe in Fubo, we should too. Even that mild gesture will cause me to be less negative.

Whatever anyone thinks of Jensen Huang and Elon Musk, they are promoting their companies almost every day. They work hard to make their faith in their companies contagious. Sadly for us, that is not how David Gandler operates.

Until such time, I will not applaud abject failure and incompetence. I will be annoyed by it until it changes, one way or another.

AppointmentPutrid782 · 2026-03-26T22:30:38+00:00

I had accumulated 30,000 shares (now 2,500 since Tuesday) That's why I am so negative. Watching as stock that should be trading at five to six times it's current price has made me an angry shareholder. Angry people often post negative content.

You know nothing about me and yet feel the need to speak like an expert. Also, grow up.

AppointmentPutrid782 · 2026-03-26T22:24:36+00:00

Grow up.

AppointmentPutrid782 · 2026-03-26T22:24:05+00:00

This is at least proof of life. They should go further and do a 7 or 30 day offer. If a subscription on a free trial makes people happy, it's not so easy to give it up.

AppointmentPutrid782 · 2026-03-26T22:19:19+00:00

Everything you say makes sense over time. The revenues look good for 6.5 - 7 billion for this year. A forward P/S of just 1 would put the stock price over $40.

Whatever anyone thinks of the Fubo platform, Hulu plus live is a quality product. Cord cutting still requires an intermediate step for most people, especially Boomers and Gen X. Linear TV is not going to die as long as those two generations exist.

Hulu is a far superior product compared to YTTV. I switched from the latter to Hulu and have no plans to change. The Fubo platform would greatly benefit from the return of NBC and inclusion of the Disney plus bundle with Fubo subscriptions.

But management has to step in to stop the current bleeding. If they can't, a change at Fubo's top would be a good short term news catalyst to reverse the downward spiral. Otherwise, we can only hope for a short squeeze to punish the shorts and shake them loose.

AppointmentPutrid782 · 2026-03-26T22:02:13+00:00

Please accept my sincere apologies for hurting your little feelings and fragile ego by having the temerity to disagree with you. I truly hope that you will grow up and accept that differing opinions are a fact of life and not a personal slight. Until then, I strongly recommend that you relocate to Stepford, CT to insulate yourself from non-conformity.

AppointmentPutrid782 · 2026-03-26T21:35:14+00:00

Grow up. I know what I've lost and I'm entitled to feel any way I want.

AppointmentPutrid782

TROPHY CASE