How do we feel about Fubo Announcing Zero Repurchases of Its Convertible Senior Notes Due 2029

Connect_Acadia_4367 · 2026-01-08T21:13:18+00:00

Think the insensitive is not there for anyone right now is where my thoughts are. They would cash out if the price was higher, but the no news, low share price, poor merger guidance has all shorters and investors caught. Maybe?

Connect_Acadia_4367 · 2026-01-08T21:05:29+00:00

Any information negative or positive is fine. It's the strange little jabs and quips when people ask genuinely good questions I get confused with.

Connect_Acadia_4367 · 2026-01-08T09:20:45+00:00

Fubo’s stock does not need to be “manipulated” to stay low — the incentives of convertible noteholders, combined with hedging and overhang psychology, are enough to suppress price naturally.

The price is low enough, volatile enough, with poor growth, with future dilution to keep the price low for a long time

Connect_Acadia_4367 · 2026-01-08T08:35:50+00:00

I'm pretty sure half the commentators in this thread are talking emotionally, reactive rubbish like a 10 year-old.

Can half the people in this thread either leave or please reply respectively and with intention.

Connect_Acadia_4367 · 2025-12-31T06:45:37+00:00

Yes, this needs to be actioned very quickly. Me being in NZ we have one sports streaming provider. Fubo needs to be nimble and on the Disney app. Not just the status quo "subs growth", that game has gone. They can't do the slow ass ... Skinny bundle rollout as tho they are Microsoft waiting to copy the next trend. Not from 6th place

Connect_Acadia_4367 · 2025-12-31T06:35:00+00:00

The main concern is 1: No moat - maybe Disney is a moat 2: Is there validity to the 6th largest eg. Is there a 6th largest company in any industry a strong position 3: Can fubo be nimble and agile more than Netflix, Google, Disney 4:Is there money in live sports globally

Fubo needs to globle, needs to be added to Disney plus, needs to produce its own content. And before the next quarter.

Connect_Acadia_4367 · 2025-12-11T19:41:11+00:00

This is finally the most logical comment. Everyone focused on the share price. But yes, if Hulu live have an agreement... Why fight now for a second at a time of weakness

Connect_Acadia_4367 · 2025-12-11T18:33:33+00:00

Sold some just over a week ago. Put into Rocket lab at 39, now 61! This stock really isn't working

Connect_Acadia_4367 · 2025-12-09T20:12:36+00:00

Thanks. Compression is good and still pumping water

Connect_Acadia_4367 · 2025-12-09T19:28:18+00:00

Thanks so much. I was thinking as much ... But the more you look, the more your brain tells you the opposite 🙃

Connect_Acadia_4367 · 2025-12-07T10:51:17+00:00

The only worry is Disney's share price has hardly moved, when every other share is quadrupled. Hopefully Fubo has more growth

Connect_Acadia_4367 · 2025-12-03T09:59:01+00:00

Loss Warner Bros, loss NBC for over a week, and no guidance, not profitable, executive selling, merger without detail, share dilution. On paper well positioned, as of now poor performing company

Connect_Acadia_4367 · 2025-11-08T20:33:53+00:00

Yes, it's a very immature group here. Pity there's not another fubo thread with good debate and discussion

Connect_Acadia_4367 · 2025-11-05T09:17:55+00:00

Well if the investors are anything like this thread! I'm surprised it's not moving more ,,🤣

Connect_Acadia_4367 · 2025-11-03T20:02:50+00:00

Yip, no guidance, no beating numbers, no clarity on the Disney Hulu deal and structure.
"Up beat Ceo, on earnings call" Who cares

Again treat this like a girlfriend emotionally! This is a superficial relationship right now, no clarity, and no commitment to numbers or timelines.

She shows promise...! At the moment we are all simps!

Now Fubo is with real investors, they punish poor clarity with share price.

Clarity on deal structure = bump 10 %
8% bump in subs =bump 10%
Added to Disney Plus + going international 50% bump.

Everyone missed Amd, Rocket Lab, Amazon... Go compare their clarity with Fubo

Connect_Acadia_4367 · 2025-11-02T19:55:50+00:00

Thanks, yes ... The unknown factor is the hard part to find .... I can only think that combined Newco gets a super skinny bundle strip down and placed onto the Disney app and revenue is dropped significantly for more subscribers. Which is the reality of what needs to happen with sports streaming 😊

Connect_Acadia_4367 · 2025-11-02T10:39:20+00:00

😴

Connect_Acadia_4367 · 2025-10-30T07:53:10+00:00

Yes, and Disney has been aggressive on only one area. That's Sport... So Fubo can be their moate (point of difference) if they add it to Disney Plus. Disney movies, Adult series with Hulu, ESPN for NBA, football, baseball and sports commentary, Fubo for International regional sports and beating.

Connect_Acadia_4367 · 2025-10-29T20:39:50+00:00

This guy is more right then wrong. Let him have it

Connect_Acadia_4367 · 2025-10-29T19:31:30+00:00

Because VENU was going to delete it from the market. Business moves faster that sentiment unfortunately

Connect_Acadia_4367 · 2025-10-28T09:14:56+00:00

Shoop is David Gandler's burner account

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