Further, YouTubeTV is taking a big financial gamble on super fans of a single sport, the NFL, for about four months each year.įUBO has 3-5 year deals with each broadcaster, which air most of the biggest games in every sport. Interestingly, FUBO subs can buy the NFL Sunday Ticket package separately without subscribing to YouTubeTV.
Martin believes price increases for FUBO's core bundle, advertising rev growth, and up-selling new products such as multiple simultaneous viewing streams and premium services such as DVD cloud storage drive the ARPU growth.įUBO's biggest vMVPD competitor, Alphabet Inc TV. Since incremental ARPU has 80% margins, higher ARPUs should drive even quicker profit growth in FY23. Based on its 1Q23 guidance, revenue growth will be faster than the sub-growth. Still, the RSNs add hundreds of local games, which Martin believes will attract new categories of subscribers, suggesting an upside to sub-add estimates during FY23.įUBO has often exceeded its guidance as a public company than it has missed. Historically, FUBO's sports focus has been on national rights. Martin believes FUBO's new rights to air will aid this brand promise of the Regional Sports Networks (RSN), which have ubiquitous local baseball and hockey games in 20. The analyst summarized five things she likes most about FUBO as an investment idea for FY23.įUBO has always marketed itself as a low-cost, sports-first cable replacement bundle. Cable and satellite, on the other hand, were the lowest-rated industries in the index at 62/100.Needham analyst Laura Martin reiterates a Buy rating on FuboTV Inc FUBO with a price target of $3.00. According to the most recent American Customer Satisfaction Index, streaming services scored 74/100 as an industry, right in between hotels and internet search engines.
Like all live TV streaming services, all fuboTV requires is a reliable internet connection and a way to connect it to your TV.Ĭonsumers on the whole prefer streaming to cable and satellite, too. You don’t have to rent or install any complicated equipment, either. Unlike most TV providers, if fuboTV raises prices, you can cancel anytime you want.
But it does come with benefits you wouldn’t get with traditional cable and satellite.įor one, you’re not locked into any long-term contracts. *Average price of broadband internet in U.S.Īs you can see, fuboTV is one of the pricier TV options you can choose. May or may not be available based on service address. All prices subject to change at any time. Pricing varies by location and availability. Pricing per month plus taxes for length of contract.
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