In line with our bullish thesis, FUBO just reported phenomenal 21Q3 results
- Revenues rose +196% YoY
- Paid subscribers increased +138% YoY
- Content hours streamed improved by +148% YoY
Shares are trading roughly +8% higher today, and our long-term bullish outlook has been strengthened.
CuriosityStream (CURI) Shares +20%
CuriosityStream is a OTT streaming content provider focused entirely on educational and documentary content.
CURI has shown unusual Demand growth in recent quarters, especially when compared to pre-lockdown volume – Purchase Intent Mentions are on pace to improve +111% vs. 2019 in the current quarter.