February, 2021

Consumers love live sports…and the market loves FUBO

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Shares of fuboTV (FUBO) are up +371% YoY.

However, we think this stock could continue higher, as the underlying data reveals impressive consumer adoption:

Mentions of streaming or watching content using fuboTV are nearing an all-time high, +63% YoY in the past 90 days.

Fubo TV (FUBO) is a virtual multichannel video programming distributor (vMVPD), which primarily distributes live sports channels for OTT streaming, and we think they have a chance to establish themselves as a major sports provider for the growing number of Americans forgoing traditional cable.

Definitely one to watch going forward, alongside $DIS programming with Hulu Live and ESPN+.

fubo streaming mentions

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