fuboTV: YouTube's New Challenge Offers Peril And Promise

Jul. 13, 2022 5:06 PM ETfuboTV Inc. (FUBO)DIS, NFLX, GOOG, GOOGL12 Comments
Max Greve profile picture
Max Greve
3.1K Followers

Summary

  • YouTube TV's declaration of 5 million subscribers has shattered fuboTV's claim to be the fastest-growing service, one of its few bullish indicators.
  • However, YTTV has done this largely by mimicking fuboTV's content strategy, validating at least one piece of the fuboTV bull thesis.
  • YTTV's outperformance is likely down to superior appeal to smaller households, owing to its far more proactive support of account sharing.
  • fuboTV remains the only consistent growth story in streaming-TV besides YTTV, and continues to outperform Hulu Live, Sling and DirecTV Stream.
  • YTTV's announcement doesn't need to be fuboTV's doom, provided it can increase its appeal to smaller households.

Close up of metal scissors cutting black wire

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As fuboTV (NYSE:FUBO) continues to tread water below $3 per share, lots of bears are taking victory laps. I won't join them as I never actually went short on the stock. I just warned against going long, and watching the

This article was written by

Max Greve profile picture
3.1K Followers
Max Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, and last but not least, the ongoing inefficiencies of professional sports.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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