Fubo’s New CEO Lays Out Priorities as NBA Finals, World Cup Fuel Subscriber Gains

In the first earnings call as Fubo’s new CEO, Alicia Bowen laid out four priorities aimed at driving profitability for the streaming service. These include expanding its content offering, revamping pricing and packaging, forging new distribution and marketing partnerships, and investing in technology and AI to enhance user experience.

Bowen emphasized the importance of compelling content, a valued product and experience, and an operating model capable of delivering scale. Her appointment comes after Disney's acquisition of a 70% stake in Fubo TV, with Bowen stepping down as president of Disney+ to take on the new role. Fubo experienced a 2% growth in North American paid subscribers to 5.8 million and a 7,000 subscriber increase in its Rest of World segment, bringing the total to 356,000.

Revenue reached $1.48 billion, while the net loss declined to $25.7 million from $38 million the previous year, thanks to the NBA Finals and FIFA World Cup. Bowen remains optimistic about the company's growth potential, especially as Fubo integrates with Hulu + Live TV and becomes part of the Disney ecosystem. The service recently completed the migration of its advertising inventory to Disney's ad server, leading to increased CPM and fill rates.

When asked about a potential merger with Hulu + Live TV, Bowen noted their distinct subscriber bases, but emphasized that having both platforms would broaden their reach and attract more consumers along the price-value curve. Looking forward, Fubo raised its 2026 EBITDA forecast to $90 million to $100 million, with a goal of ending the fiscal year with at least $200 million in cash.

Additionally, Fubo Chief Operating Officer Alberto Parihuela will transition to a senior advisor role towards the end of the year, continuing to help refine the company's long-term strategy.