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Fubo–Hulu Live Reports Revenue Jump, Sets Reverse Split as Stock Falls

Executives point to an imminent shift onto Disney’s ad server to better monetize the combined platform, with an ESPN reseller deal still pending.

Overview

  • Fubo closed the quarter with 6.2 million North American subscribers after combining operations with Hulu + Live TV, with Disney owning 70% and legacy Fubo shareholders retaining 30%.
  • Reported revenue reached about $1.55 billion, pro forma first‑quarter revenue was $1.68 billion year over year, and the GAAP net loss narrowed to $19.1 million.
  • The board approved a reverse stock split in the 1‑for‑8 to 1‑for‑12 range, with trading at the new ratio scheduled to begin later this quarter.
  • Fubo shares fell roughly 19%–25% in Tuesday trading following the earnings release and reverse‑split announcement.
  • Ad tech is slated to migrate to Disney’s server later this month and Fubo outlined an ESPN reseller and marketing arrangement subject to definitive agreements, while the NBCUniversal/Versant blackout persists and Comcast has ceased renewal talks for now.