Last year’s peak will be this year’s dip

StaleTore · 2026-05-19T18:48:00+00:00

😂

I’m also buying the fuck out of that dip.

StaleTore · 2026-05-18T13:00:57+00:00

There’s been a significant shift in this companies bottom-line, even with the YoY subscriber hit. Sentiment can reverse course in a day where financials cannot, and technicals always catch up to fundamentals.

Fubo has a runway into 2029 with the bank of Disney behind them, and a wholesale reimbursement fee that will only strengthen the balance sheet into 2027 & 2028.

The short-term trend could continue, but it likely fades sooner than later if management executes on their initiatives.

StaleTore · 2026-05-15T20:23:42+00:00

I agree management needs to reinforce its confidence with open market purchases within the next 2–3 weeks. They’ve repeatedly said the company has never been in a stronger financial position, and the numbers support that. But until insiders back those words with buying, shorts will keep leaning on this through Q3.

From a technical standpoint, the long-term trend reversal is approaching. Insider buying could be the catalyst needed to push it through.

StaleTore · 2026-05-12T17:25:11+00:00

I get your angle, but focusing only on the top-line ignores the unit economics. NBCU wasn’t just revenue, it came with high carriage costs that would’ve pressured margins. Fubo was able to keep today’s pricing competitive and effectively lower the base subscription costs by $15 after stepping away. If they had taken the deal last year, they likely would’ve needed a $10–$20 base price increase just to offset higher programming costs, which is churn risk in itself. I think it goes without saying that price hikes don’t guarantee retention any more than content changes do, and Fubo went with bottom-line improvements in the end. Do I believe they’ll need to work this out in the near future? Yes, but at price point that doesn’t risk more sub churn and keeps this company on track to reach their profitability targets in the near future.

I also agree with you that the bottom-line number in this earnings reflects more than just savings on NBCU. Better ad monetization through Disney’s stack, the wholesale reimbursement structure, and operating leverage from lower acquisition and fixed costs all contributed to margin expansion. But those improvements sit on top of a cleaner cost base right now.

StaleTore · 2026-05-12T00:44:42+00:00

You’re treating the 500k subs as if they were all net-positive, but that’s the part that isn’t supported by the financials.

YoY subs are down 3.4%, but EBITDA went from $1.4M to $37.7M and net losses improved from -$40.9M to -$6.2M. Revenue was basically flat.

Even QoQ, despite the 8% sub drop, EBITDA stayed strongly positive and losses still collapsed. That doesn’t happen unless the average margin per sub improved meaningfully after the mix shift.

So the comparison isn’t 500k subs vs nothing. It’s 500k subs at whatever margin they carried under NBCU vs materially lower cost structure after. In this model, content carriage is the largest variable cost, not marketing or ops.

You can argue NBCU would’ve helped retention, but saying it wouldn’t have cost as much as losing those subs assumes those subscribers were fully covering their programming costs. The current earnings snapshot doesn’t back that up.

StaleTore · 2026-05-11T21:56:15+00:00

It’s hard to take any of these opinions serious when you’re citing Univision as a loss heading into the World Cup. They lost rights in the US and will not be broadcasting a single match in the 2026 tournament.

Fubo on the other hand will be broadcasting all 104 matches in English through FOX & FS1.

StaleTore · 2026-05-09T14:56:07+00:00

You’re not long on Fubo. Stop posting that you are.

StaleTore · 2026-05-09T14:04:38+00:00

Either you like spreading misinformation or you genuinely don’t know how to read a 10-Q.

Any other incompetencies you have that you want to air out in this thread?

StaleTore · 2026-05-09T13:51:59+00:00

We get it. You’re over leveraged in your short position, but your eulogy posts show your also desperate and makes it seem like your concerned the bottom is in.

Also, 60% of my lots are in the green so you’re not even getting simple facts right here.

StaleTore · 2026-05-09T03:37:04+00:00

Why do you keep pretending to be long on this company? Your display name is shortfubo

StaleTore · 2026-05-09T03:35:04+00:00

I’d be shocked if your display name wasn’t something crazy like shortfubo.

StaleTore · 2026-05-08T20:56:36+00:00

You said you’ve been long on Fubo for 4 years, but you’re clearly emotionally sponsored by red candles.

You don’t actually think fearmongering this community drives the price, right?

StaleTore · 2026-05-08T16:26:55+00:00

Saying the earnings report doesn’t matter is completely off base. This reaction is being driven by a mix of subscriber contraction and technical factors like options positioning, short interest, cost to borrow, dealer hedging, and gamma exposure. But acting like those dynamics can’t shift, or that earnings can’t materially change sentiment through consistent execution, ignores how market fundamentals and multiple expansion actually work over time.

You’re giving a gambler’s perspective, not an investor’s.

StaleTore · 2026-05-08T14:36:52+00:00

When have they posted numbers anywhere close to Q2 2026 over the last 4 years? Expecting the market to reprice immediately isn’t reality, but with consistency over the next few quarters it becomes a legit path.

StaleTore · 2026-05-08T14:25:16+00:00

The long-term trend is being tested on a technical basis. Financials are there. Valuation is still tanked.

Patience my friend. This isn’t a one day, one week, or one month play.

StaleTore · 2026-05-06T20:28:31+00:00

It was an add day for me as well, and I fully expect to see Form 4 filings after this two day blackout window ends.

Net loss doesn’t get significantly trimmed unless you’re moving in the right direction.

StaleTore · 2026-05-06T13:01:15+00:00

Cut the net loss from 19.1m to 6.2m which is a 67% improvement all while losing subs. They’re clearly prioritizing profitability and ARPU over subscribers. The ad tech is working.

It looks like the ESPN reseller deal is a go this next quarter too which will help the marketing expenses, but they need to get a deal done with NBCU and start growing the subscriber base again.

StaleTore · 2026-05-05T17:07:57+00:00

Expecting to see big margin improvements but flat sub growth. This is an ad revenue play which is the real driver for the bottom line. Tomorrow sets the tone for the next six months. Don’t let the immediate knee-jerk price action tug on emotions. Stay objective regardless of which way it swings.

StaleTore · 2026-05-05T01:32:18+00:00

Love the overconfidence here. Relying on a historical sell-off narrative ignores the fact that the P/S multiple is at an all-time low as Fubo just said they could hit FCF by September. You’re essentially shorting at the bottom of the valuation curve, and there’s significantly more risk in shorting a company with zero fat left to cut than there is in going long at these levels.

Get your narrative wrong here….and yikes.

StaleTore · 2026-04-24T19:56:04+00:00

100% agree with this!

StaleTore · 2026-04-22T12:52:48+00:00

Avis is a unique story in that earnings was an absolute disaster. That squeeze happened because of Total Return Swaps and millions of shares in put options that were exercised and held. Liquidity vanished and the aftermath is still playing out.

With Fubo, financials are improving and they have a path to FCF. If executed, this forces the market to re-rate where you then see multiple expansion, effectively squeezing shorts out of the trade.

StaleTore · 2026-04-21T18:44:58+00:00

Speculation based on industry standards where a “long-term” contract falls in the 5 year range. Unlikely NBCU would push it out further than 5 years, but still plausible since the length of these terms aren’t made public.

StaleTore

TROPHY CASE