Today $FUBO, one of my potential #multibaggers, publishes its Q2 earnings.
Some expectations and thoughts below๐๐ป
๐งต1/6
Some expectations and thoughts below๐๐ป
๐งต1/6
2/6
$FUBO has previously raised its guidance for both Q2 and the full year.
I want to see if it continues (especially after the hot summer with the Olympics), and they will raise the guidance for Q3 and the full year, respectively.
$FUBO has previously raised its guidance for both Q2 and the full year.
I want to see if it continues (especially after the hot summer with the Olympics), and they will raise the guidance for Q3 and the full year, respectively.
3/6
Next, apart from the obvious (increase in MAU subscriptions), I am curious to see $FUBO 's numbers in advertising part of their business.
I assume that closer to the end of Q2, fuboTV must have attracted more advertisers in anticipation of the Olympics.
Next, apart from the obvious (increase in MAU subscriptions), I am curious to see $FUBO 's numbers in advertising part of their business.
I assume that closer to the end of Q2, fuboTV must have attracted more advertisers in anticipation of the Olympics.
4/6
The biggest news I'm looking forward to is the update on fantasy sports and sports betting.
These are complementary to watching sports events and will not only improve long-term margins for $FUBO, but also help them create a go-to platform for everything a sport fan needs.
The biggest news I'm looking forward to is the update on fantasy sports and sports betting.
These are complementary to watching sports events and will not only improve long-term margins for $FUBO, but also help them create a go-to platform for everything a sport fan needs.
5/6
And even if $FUBO misses the consensus estimates for Q2, as long as the growth is there, I feel confident in their future, and continue closely watching them.
And even if $FUBO misses the consensus estimates for Q2, as long as the growth is there, I feel confident in their future, and continue closely watching them.
6/6
Disclaimer: I have a starter position in $FUBO and consider it as a potential #multibagger. I am currently researching the company to see if it completely matches my investing framework (available in my eBook).
My investing thesis for $FUBO ๐๐ป
10baggerdan.substack.com/p/investment-tโฆ
Disclaimer: I have a starter position in $FUBO and consider it as a potential #multibagger. I am currently researching the company to see if it completely matches my investing framework (available in my eBook).
My investing thesis for $FUBO ๐๐ป
10baggerdan.substack.com/p/investment-tโฆ
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