Q2 2025 Fubotv Inc Earnings Call Transcript
Key Points
- FuboTV Inc (FUBO) reported its first quarter of positive adjusted EBITDA, marking a significant milestone for the company.
- The global streaming business exceeded both revenue and subscriber expectations in the second quarter.
- FuboTV Inc (FUBO) launched a pay-per-view feature, expanding its reach and creating a pathway to convert casual viewers into subscribers.
- The company formed a content partnership with DAZN, enhancing its sports streaming offerings and increasing visibility.
- FuboTV Inc (FUBO) introduced personalized features like Catch Up To Live and Game Highlights, optimizing the live sports viewing experience.
- North America revenue decreased by 3% year over year, and paid subscribers declined by 6.5%.
- In the Rest of World, paid subscribers fell by 12.5% year over year.
- Ad revenue in North America declined by 2% due to the loss of certain ad-insertable content.
- Free cash flow declined by $2.4 million year over year to negative $37.7 million.
- The company faces a competitive market environment, impacting marketing efforts and subscriber growth.
Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to Fubo 2Q '25 earnings call. (Operator Instructions)
I would now like to turn the call over to Ameet Padte, SVP, FP&A, Corporate Development, and Investor Relations. Please go ahead.
Thank you for joining us to discuss Fubo's second-quarter 2025 results.
With me today is David Gandler, Co-Founder and CEO of Fubo; and John Janedis, CFO of Fubo. Full details of our results and additional management commentary are available in our earnings release and letter to shareholders, which can be found on the Investor Relations section of our website at ir.fubo.tv.
Before we begin, let me quickly review the format of today's call. David will start with some brief remarks on the quarter and our business, and John will cover the financials. Then we will turn the call over to the analysts for Q&A.
I would like to remind everyone that the following
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