@CrossGardens Avatar @CrossGardens Aberdeen Opinions

Aberdeen Opinions posts on X about $fubo, flow, cash flow, business the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 75.44% finance 45.61% technology brands 4.39% social networks 3.51% countries 2.63% fashion brands 1.75% exchanges 0.88% luxury brands 0.88% cryptocurrencies 0.88%

Social topic influence $fubo #6, flow 12.28%, cash flow 10.53%, business 7.89%, accounting 6.14%, fubotv inc #6, in the 4.39%, balance sheet 4.39%, common 3.51%, company 3.51%

Top accounts mentioned or mentioned by @chartlearning @derminvests @funhumbleguy @tdot198 @amazonwoman22 @brendancarrfcc @fubotv @nbcuniversal @comcast @snfonnbc @golfchannel @versantmedia @cordcuttersnews @investingtub @jjsw99 @onepeloton @tradingthomas3 @impressionists @bgfalcon91 @davidgandler

Top assets mentioned fuboTV Inc. (FUBO) Peloton Interactive, Inc. Class A Common Stock (PTON) Expensify, Inc. (EXFY) The Walt Disney Company (DIS) Snap, Inc. (SNAP) RAI Finance (SOFI) DisChain (DIS) The Honest Company, Inc. (HNST)

Top Social Posts

Top posts by engagements in the last [--] hours

"The size of the RNCI is the real wall for $Fubo equity. Not revenue. Not P/S. Not the reverse split. RNCI sits ahead of common equity and absorbs cash before shareholders see anything. As long as RNCI is large relative to free cash flow equity economics are effectively zero regardless of how cheap the stock looks. The confusion for many comes from the 70/30 economics split. On paper it sounds like equity should get 30%. In reality that split only applies after RNCI is fully satisfied for the period. Until then the 30% is theoretical.the cash never reaches equity in the first place. Thats why"
X Link 2026-02-08T23:22Z [---] followers, [---] engagements

"The reverse split answers one question clearly: Management does not believe sustained free cash flow will arrive with enough certainty before capital may be needed. If they were confident FCF would show up cleanly and soon: No RS Let fundamentals re-rate the stock Avoid a predictable 2030% drawdown Instead they chose optionality. The RS isnt about institutions being blocked. the current ownership data disproves that. Its about preserving the ability to raise capital later on survivable terms if execution or cash timing slips. That doesnt mean dilution is imminent. It means dilution is no"
X Link 2026-02-09T00:44Z [---] followers, [----] engagements

"The $FUBO / Hulu "NewCo" merger is an accounting masterclass in how to legally "rob" retail shareholders and the worst part Shareholders voted for it. 🚨 If youre wondering why the stock is drilling despite "beating" earnings you need to understand the RNCI (Redeemable Non-controlling Interest) poison pill you approved. 🧵👇 1/ The "Scale" Distraction: Leading up to the Sept [----] vote Fubo MGMT banged the drum on one thing: SCALE. They promised 6M+ subscribers and a "transformative" future. What they conveniently skipped in the headlines The $2.38B RNCI liability that eats 70% of the value."
X Link 2026-02-09T12:36Z [---] followers, [----] engagements

"A lot of confusion around $FUBO comes from this: Fubo equity does not get 30% of NewCo profits. It gets 30% of the residual after RNCI. Simple example: If NewCo makes $100 and RNCIs entitlement is $100+ 👉 Fubo equity gets $0. If RNCI takes $80 only $20 is left. Fubo owns 30% of that residual: 👉 30% $20 = $6 to Fubo equity. Again equity gets 30% of the residual.not 30% of the topline. This cash-flow waterfall was not emphasized clearly ahead of the shareholder vote. Or was it And to be fair RNCI priority economics are not intuitive for retail investors. But they matter because ownership %"
X Link 2026-02-09T20:16Z [---] followers, [---] engagements

"Most people miss this about $FUBO: A viable stock currency isnt about ego. Its about strategy. If Fubos equity is healthy and liquid it becomes a tool: Acquire niche sports rights platforms Roll up tech / ad-tech assets Incentivize talent with equity Negotiate from strength Weak equity = defensive posture. Strong equity = strategic optionality. If Disney structured this to build a scalable sports distribution vehicle then long-term they need: A credible acquisition currency. Not a $1 stub. The market is currently pricing fragility. The real question: Does Fubo earn its way back to being a"
X Link 2026-02-12T21:23Z [---] followers, [---] engagements

"Everyones focused on $FUBOs reverse split. Thats not where the electricity comes from. Electricity comes from: A must-show sports feature (best-in-class multiview) Distribution that feels inevitable Owning [--] tentpole sports moments per year Publishing clean operating scorecards Proving churn ARPU cash burn Price mechanics dont build brands. But.product moments do. If Fubo wants momentum it needs something fans can show not something lawyers can file. And yes. if Disney is involved the bar is higher. Disney doesnt need another passive asset. It needs a sports platform with momentum. And"
X Link 2026-02-13T23:58Z [---] followers, [---] engagements

"Regeneration isnt narrative. Its structural. Lower cash burn. Margin repair. Tighter content economics. Sharper sports identity. With Disney at the table the mandate isnt hype. its discipline. Scale only matters if the economics work. This isnt about chasing what Fubo used to be. This isn't [----]. Remember growth is the North Star and the future is where eyes should be. Its about rebuilding a business that can compound from here. Execution first. Re-rating later. #FUBO #Disney #Streaming #SportsBusiness #CapitalAllocation #Turnaround #MediaInvesting"
X Link 2026-02-14T20:10Z [---] followers, [---] engagements

"$FUBO Up again. 45.73%"
X Link 2025-05-29T16:21Z [---] followers, [----] engagements

"My $FUBO price target is $250 if it gets the News Max treatment. Will take off work that day"
X Link 2025-06-03T21:20Z [---] followers, [----] engagements

"Nothing to see here. $FUBO *NFL IS TAKING 10% STAKE IN DISNEY'S ESPN : WSJ *NFL IS TAKING 10% STAKE IN DISNEY'S ESPN : WSJ"
X Link 2025-08-06T00:28Z [---] followers, [----] engagements

"Small time account here. Big dreams for $FUBO. Appreciate all the engagement and the $FUBO community. Looking forward to a great back half of [----]. 🗽🚀"
X Link 2025-08-16T19:21Z [---] followers, [---] engagements

"CEO of $EXFY This profile image doesn't convince he is passionate about transforming Expensify"
X Link 2025-08-21T00:00Z [---] followers, [---] engagements

"Imagine if $FUBO DG had a profile picture like this CEO of $EXFY Or even $SOFI Anthony Noto Would you invest or be worried he looked far too comfortable"
X Link 2025-08-21T00:06Z [---] followers, [---] engagements

"$FUBO It's happening"
X Link 2025-10-27T17:26Z [---] followers, [----] engagements

"LINE UP THE RESUMES $FUBO 🔥🔥🔥"
X Link 2025-10-27T19:18Z [---] followers, [----] engagements

"Clarifying the $FUBO setup because this gets mixed up: The stock is not cheap because of fear. Its cheap because the business is not modelable. Post DisneyFuboTV Inc. deal investors still dont have: Combined Hulu + Live + Fubo run-rates Steady-state subs / churn Programming cost structure under Newco Ad revenue splits Forward EBITDA No model no multiple. Thats the primary issue. So where does the antitrust case fit The remaining case Unger v. The Walt Disney Company isnt driving downside. Its an invisible ceiling. Not because its likely to break the deal. But because it removes urgency to"
X Link 2026-01-29T15:16Z [---] followers, [----] engagements

"Follow-up on $FUBO the Unger case specifically: The only unresolved antitrust case tied to Fubo is Unger v. The Walt Disney Company (the fuboTV subscriber class). This case is different because it: Targets the DisneyFuboTV Inc. transaction itself Seeks injunctive relief not just damages Explicitly mentions possible segregation or divestiture of Fubo / Hulu + Live TV assets Important context: Other vMVPD subscriber cases are already settled Unger did not settle No ruling no injunction no timetable Disney says potential loss is not material So why it matters Not because its likely to break the"
X Link 2026-01-29T15:29Z [---] followers, [---] engagements

"All estimates and conclusions are based on NewCo operating economics with legacy $Fubo common stock analyzed as a 30% minority equity interest subject to control dilution and timing constraints. Likely Q1 EPS (Guestimate) EPS (basic & diluted): $0.12 to $0.20 Revenue $1.52B $1.58B Subscription Revenue $1.10B $1.18B Advertising Revenue $105M $120M Total Subscribers 5.85M 6.05M Programming / Content Costs $1.30B $1.38B Gross Profit $150M $210M Gross Margin 9.5% 12.5% Sales & Marketing Expense $105M $135M G&A Expense $80M $100M EBITDA ($35M) ($60M) Operating Loss ($55M) ($80M) Net Loss ($45M)"
X Link 2026-02-01T14:02Z [---] followers, [----] engagements

"Reverse splits are contextual. In failing businesses they coincide with deterioration. In stabilizing businesses like $Fubo theyre a mechanical compliance tool. The signal that matters isnt the split IMO its whether cash burn margins and disclosure improve after. Thats still an open question here not a settled negative. There is a lot of expected noise today. https://twitter.com/i/web/status/2018705952459915691 https://twitter.com/i/web/status/2018705952459915691"
X Link 2026-02-03T15:19Z [---] followers, [---] engagements

"@ChartLearning I mean this will all due respect but today's filing was not a 10-k. I believe $fubo must file a 10-k by 3/2/2026"
X Link 2026-02-03T16:16Z [---] followers, [---] engagements

"Todays reaction in $FUBO says more about confusion than fundamentals. An 8-K earnings wrapper (not a 10-K) Pro forma numbers layered over carve-out accounting A reverse split announcement bundled into the same news cycle A call focused on structure not guidance Thats a lot for shareholders to process at once. When disclosures mix accounting mechanics structural changes and real operating progress in one event price discovery gets messy. Clarity comes from normalized reporting. Thats still ahead. $FUBO #investing #earnings #marketstructure #equities #financialreporting"
X Link 2026-02-03T16:21Z [---] followers, [---] engagements

"One reason $FUBO isnt giving formal guidance yet is incentives. Post-combination the business is still operating under carve-out accounting pro forma adjustments and integration assumptions that arent fully normalized. Issuing guidance now would mean underwriting numbers they dont yet control cleanly and missing early guidance destroys credibility far more than delaying it. From managements perspective: Delay guidance = preserve flexibility Early guidance + miss = permanent trust damage That doesnt make the stock easier to own today. But it explains why clarity is being paced not rushed."
X Link 2026-02-03T16:45Z [---] followers, [----] engagements

"I think a lot of the confusion around $FUBO revenue comes from the comparison itself. Intuitively this year should look way bigger than last year because the business is bigger post-combination. On an as-reported basis revenue did jump (+40% YoY). But the market is focused on pro forma YoY which asks a different question: How fast is the already-combined business growing That strips out the acquisition pop and leaves mid-single-digit growth which feels disappointing if youre expecting a deal bump. Nothing vanished. The comparison just changed. Add to that the Reverse Split noise and it's"
X Link 2026-02-03T19:57Z [---] followers, [---] engagements

"First off it's an emotional day for $FUBO shareholders. You will see articles like the one quoted below. The author calls out the optics. reverse splits stalled subs and pulled guidance always pressure sentiment. But to be fair its early to call the merger a failure when this is the first quarter of combined reporting under reverse-acquisition accounting. Scale EBITDA improvement and reduced net losses did materialize. what didnt is growth acceleration. That shifts the story from growth to stabilization + integration which the market dislikes but isnt the same as terminal decline. Also worth"
X Link 2026-02-03T21:11Z [---] followers, [----] engagements

"One thing getting missed in the noise: yesterdays $FUBO meeting wasnt discretionary. It was forced and regulatory. Post-merger disclosures structural items (incl. split authorization) and timing constraints force communication before the business is fully normalized. That doesnt make the stock easier to own. But it may explain why the update looked messy instead of polished. Structure signal. $FUBO #earnings #marketstructure #financialreporting https://twitter.com/i/web/status/2019026535492030747 https://twitter.com/i/web/status/2019026535492030747"
X Link 2026-02-04T12:33Z [---] followers, [---] engagements

"A realistic timeline for $FUBO from here.not predictions just structure: Next [--] weeks Forced selling finishes Volume compresses Stock bases not rallies Market waits for clarity not stories Next [--] months 10-K filed accounting + risk visibility improves Reverse split mechanics finalized Institutional constraints begin to lift Price re-anchors to process not panic Spring / Early Summer Focus shifts to execution: churn ads integration Distribution narrative replaces legacy streamer framing Stock trades on durability not shock value This is a reset phase not a verdict. Direction comes after"
X Link 2026-02-04T18:07Z [---] followers, [----] engagements

"Worth setting expectations on the upcoming $FUBO 10-K: Unlikely to contain a big numeric surprise. Most headline economics were already disclosed in the 8-K. Since Hulu+Live is treated as the acquirer it may look unusual to the Fubo shareholder. What may surprise people is composition: cost structure detail cash flow vs EBITDA optics risk language (scarier on paper than in practice) legacy Fubo disappearing due to reverse-acquisition accounting This normalization matters because NewCo changes the shareholder cohort: fewer momentum holders more process-driven owners longer time horizons The"
X Link 2026-02-05T12:57Z [---] followers, [---] engagements

"Not initially no. Under the RNCI / NewCo structure free cash flow is waterfalled first.Hulu gets its contractual share before common equity sees anything. Thats the whole point of the threshold. Until RNCI is satisfied buybacks are effectively off the table and capital allocation is constrained to operating needs + reinvestment. This is why a reverse split not buybacks is their approach. Once the RNCI hurdle is cleared then the board has real discretion: reinvest de-lever or return capital. But that only matters after stability and residual cash exist. My calcs: At current run-rates the"
X Link 2026-02-07T14:06Z [---] followers, [---] engagements

"Another way to see why a reverse split instead of a buyback. Because they solve different problems. A buyback says: we have surplus capital and confidence in long-term equity economics. A reverse split says: we need to maintain listing compliance and institutional access without spending cash. In FUBOs current structure cash is runway not excess. Buying back shares wouldnt change the 70/30 economics wouldnt reduce RNCI and would weaken liquidity. The reverse split fixes optics with zero cash and zero promises. Thats why I think this path was chosen. They need the $458.6m cash to prevent"
X Link 2026-02-07T14:35Z [---] followers, [--] engagements

"At this point the concerns around $FUBO are no longer about vision or strategy. theyre governance and structure issues: No quantified path for equity-level free cash flow No disclosure of when upstream claims are fully satisfied Capital allocation asymmetry dilution optionality without guardrails Reverse split rationale that doesnt align with ownership data No stated limits on future equity issuance once milestones are met Opaque duration and impact of Disneys economic priority Actions signal caution messaging signals confidence.that mismatch erodes trust. These arent emotional complaints."
X Link 2026-02-09T02:05Z [---] followers, [---] engagements

"$FUBO I'm still holding. Will be for at least five or six quarters to see if I am completely wrong in my research. Living in a world with no guidance isn't easy. The accounting and structure is complex to me"
X Link 2026-02-09T22:47Z [---] followers, [----] engagements

"Scrolling LinkedIn looking for needles in a haystack. This may be a tinfoil hat but I don't mind seeing connections between $FUBO and a potential merger partner. Could be nothing. Could be something"
X Link 2025-06-10T12:11Z [---] followers, [----] engagements

""$FUBO and $DIS are also sifting through their distribution agreements with other broadcasters to ensure that nothing prevents the integration of Hulus live TV channels into the Fubo app" After today it wouldn't surprise me if the merger was approved and announced on Monday"
X Link 2025-08-08T22:22Z [---] followers, [----] engagements

"$FUBO Institutional Ownership at 48.56% Increasing at a great clip today. And here's a little buy"
X Link 2025-08-11T18:42Z [---] followers, [----] engagements

"The day the DOJ announces approval of the $FUBO merger in the year [----]. HLOD 💎😂"
X Link 2025-10-08T23:57Z [---] followers, [----] engagements

"How I Think About Markets Im a retail investor. I dont have a mandate clients or inside access. What I do have is a process. I focus on: Structure over stories Incentives over narratives States over predictions Long-duration outcomes over quarterly noise Most market debates ask: Is this bullish or bearish Im usually asking: What does this look like in steady state once distortions clear That means: Separating base cases from optionality Respecting ceilings as much as upside Treating transition periods as accounting problems not truth Valuing businesses for what they can sustainably earn not"
X Link 2026-01-17T13:10Z [---] followers, [---] engagements

"$HNST is not a bad company. But thats unfortunately why it traps capital. Operational improvement activation. Balance sheet survival repricing. The hard truth is this: No margin regime shift. No sponsorship. No catalyst forcing a state change. This is idle equity not compressed optionality. Owning it early doesnt increase upside. I would argue it only increases time cost. My system doesnt avoid risk. It avoids non-events like this. I wait for activation. Or dont touch it. #PMThinking #SystemBased #ActivationFirst #CapitalEfficiency #StateNotStory"
X Link 2026-01-26T13:24Z [---] followers, [---] engagements

"Streaming the Heat on the Re-Rate Retreat. $FUBO may have forgotten. Streaming is entertainment. Brands either feel alive. or they dont. If the product gets magnetic again the numbers follow"
X Link 2026-02-13T22:27Z [---] followers, [---] engagements

"Want to know whats actually leading the market Its not opinions. Its flows. You detect systematics by their footprint: Smooth grind lower + rising vol vol-target de-risking Break of key levels CTA flip Intraday instability near strikes dealer gamma shift Style divergence (ARKK vs XLU IWM vs SPY) factor unwind Thin liquidity drift passive withdrawal Recent example: When VIX pushed above [--] this week volatility rose. but credit didnt widen and ARKK outperformed SPY. Thats not systemic risk-off. Thats positioning adjustment and rotation. The market isnt random. Its mechanical capital reacting to"
X Link 2026-02-14T21:46Z [---] followers, [---] engagements

"Hit a new emotional low last night. $FUBO is a painful investment. My only thesis left. If Fubo executes to roughly $300M in Adjusted EBITDA and $150M in free cash flow the RNCI is satisfied and common equity begins to receive residual cash ($4050M per year) Thats the inflection: enterprise risk declines cash flow becomes predictable institutions can underwrite the equity That kind of business doesnt re-rate overnight. But it can re-rate. Stability residual cash multiple expansion. $FUBO #investing #marketstructure #equities #streaming https://twitter.com/i/web/status/2020116309233520840"
X Link 2026-02-07T12:43Z [---] followers, [----] engagements

"Big Boy Bogle making a new purchase in $FUBO"
X Link 2025-06-30T18:15Z [---] followers, [----] engagements

"This is my real frustration surfaced by this 10-Q with $FUBO MGMT. Shareholders were told the deal was about scale execution and long-term value. What wasnt made explicit pre-vote was that post-deal cash flows would be structured so improvements largely dont accrue to common equity. Thats not about outcomes. Its about disclosure. Voting on a deal requires understanding how value actually flows not just ownership percentages. #FUBO #CorporateGovernance #Disclosure #CapitalStructure #ShareholderRights #Investing https://twitter.com/i/web/status/2019952077154173367"
X Link 2026-02-07T01:51Z [---] followers, [---] engagements

"After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates the equity retained cash for common barely grows and upside depends entirely on Disney choosing to act. The proof is right on the balance sheet: Redeemable non-controlling interest ($2.4B) sitting ahead of common equity. That line item shows where incremental value actually accrues and it isnt to Class A shareholders. Thats unfortunate for long-time loyal shareholders who supported the company through its hardest years expecting execution to"
X Link 2026-02-07T02:27Z [---] followers, [----] engagements

"After more work Id refine this: RNCI doesnt kill upside but it caps speed and changes who gets paid. Execution still matters just not in the way I was formerly expecting it. $FUBO After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates the equity retained cash for common barely grows and upside depends entirely on Disney choosing to act. The proof is right After working through the last two filings Ive changed my view on $FUBO. Its not undervalued." Its structurally inert. Execution no longer re-rates"
X Link 2026-02-07T15:29Z [---] followers, [---] engagements

"There are very few true surprise catalysts left between Disney and Fubo and thats why the stock trades the way it does. Most potential catalysts people point to arent catalysts at all: More ESPN / Disney+ bundling Distribution headlines Marketing partnerships EBITDA beats All optics. Little equity-level cash impact. The only actions that would actually move the stock: - Disney voluntarily gives up economic priority (unlikely) - Disney buys out minorities early at a premium (low probability) - A third party forces Disneys hand (very low) - Fubo generates undeniable durable equity-level free"
X Link 2026-02-09T01:01Z [---] followers, [----] engagements

"$FUBO is structurally positioned at the intersection of live sports targeted advertising and streaming distribution.and live sports is the last scarce asset in media. I'm in Texas this week and can't help but know that the bull will return"
X Link 2026-02-11T05:43Z [---] followers, [----] engagements

"When I'm not debating the cap stack Im watching the Fubo brand. $FUBO is due for a resurgence. If The Walt Disney Company truly believes in the long-term sports streaming ecosystem the path isnt financial engineering. its product energy. FuboTV doesnt need hype. It needs: Net subscriber acceleration ARPU expansion without churn spikes Visible product differentiation in live sports UX If Disney leans in. real integration real funnel synergy real distribution leverage. the brand can re-energize. Not because retail wants it to. Because unit economics start compounding again. Brand revival shows"
X Link 2026-02-13T21:53Z [---] followers, [----] engagements

"$FUBO will inflect with Disney-level execution. And heres the good part: Disney is the greatest storyteller on Earth. They know how to build worlds. Build characters. Build franchises. Now imagine pairing that storytelling engine with real foundational economics: Growing ARPU Smarter ad monetization Operating leverage kicking in Consistent free cash flow Thats when the plot twist happens. Because when the math works the story writes itself. Foundation first. Then the fireworks. #FUBO #Disney #Streaming #UnitEconomics #FreeCashFlow #AdTech #Media"
X Link 2026-02-14T18:34Z [---] followers, [---] engagements

"Spent a few days in Dallas and something clicked. This is a sports city. Cowboys everywhere. TVs on in every bar. Conversations about games at the airport. Live sports still anchors culture. Streaming isnt a commodity here. its becoming infrastructure. And thats where $FUBO fits. When you step outside the noise of filings reverse splits and cap table debates you remember the core product: ➡ Live sports ➡ Multi-view ➡ Real-time community ➡ Cord-cutters who still care deeply about games Dallas reminded me: the demand side isnt fragile. If anything its under-served. Execution matters. Free cash"
X Link 2026-02-14T01:46Z [---] followers, [---] engagements

"Real talk. No models or multiples tonight. There are a lot of everyday shareholders in $FUBO who put real money into something they believed in. Not hedge fund money. Not fun money. Real money. And this stretch has been hard. Whatever side youre on.bull bear exhausted confused. I genuinely hope people are doing okay. Markets can mess with your head if you let them. Take care of yourself first. Stocks are replaceable. You arent. #FUBO https://twitter.com/i/web/status/2022846398035538381 https://twitter.com/i/web/status/2022846398035538381"
X Link 2026-02-15T01:32Z [---] followers, [---] engagements

"She likes $FUBO She doesn't like YouTube TV"
X Link 2025-11-12T02:44Z [---] followers, [----] engagements

"Fintel's Fund Sentiment Score (formerly Ownership Accumulation Score) for fuboTV Inc. (NYSE: FUBO) is [-----] (out of 100) based on the latest leaderboard data. This places it in a high percentile (top 10% of tracked stocks) signaling strong positive institutional accumulationmeaning funds are actively buying shares at a rate well above average compared to peers. ✍$FUBO https://twitter.com/i/web/status/1989079269264277731 https://twitter.com/i/web/status/1989079269264277731"
X Link 2025-11-13T21:13Z [---] followers, [---] engagements

"$FUBO I told my wife. Give me [--] years and I will retire you. That was [--] years ago. Needless to say she is still working"
X Link 2025-11-15T17:23Z [---] followers, [----] engagements

"$FUBO Overwhelmingly bullish signal. 💪"
X Link 2025-11-18T18:27Z [---] followers, [----] engagements

"To: Robert Greenblatt Chairman NBCUniversal Brian Roberts CEO Comcast Corporation Mark Lazarus Incoming CEO Versant Media Group The Federal Communications Commission (FCC) On November [--] [----] NBCUniversal suddenly removed every single one of its channels from $Fubo including local NBC stations USA Network MSNBC CNBC Golf Channel E Syfy and Sunday Night Football with zero advance notice to customers. This blackout is happening for one reason only: money and leverage. NBCUniversal is demanding dramatically higher fees and forcing Fubo to carry low-value channels most customers never watch. They"
X Link 2025-11-26T00:44Z [---] followers, [---] engagements

"Fubotv Inc. ( $FUBO ) (Underlying equity + options) Material update acknowledged: Disney / Hulu Live TV transaction + 8-K/A with audited pro forma financials Profitability: Near-term losses persist but unit economics improved Balance Sheet: Meaningfully stronger than pre-transaction Stability: Higher due to Disney alignment Verdict: SPECULATIVE STRATEGIC CANDIDATE This is no longer a broken company case; it is a restructuring / integration case. Bottom line: [----] Unbound Energy incoming. https://twitter.com/i/web/status/2004576067265147332 https://twitter.com/i/web/status/2004576067265147332"
X Link 2025-12-26T15:32Z [---] followers, [----] engagements

"Retail keeps chasing headlines. The next important Fubo report isnt a rumor a partnership tweet or a squeeze chart. Its cash flow + balance sheet cadence. For FuboTV Inc. the real questions are simple: Are losses still shrinking sequentially Does liquidity extend without dilution Is the business funding itself longer each quarter Thats where equity value is actually decided. Everything else is noise. #markets #equities #cashflow #capitalstructure #longtermthinking #FUBO $FUBO https://twitter.com/i/web/status/2009641437571195248 https://twitter.com/i/web/status/2009641437571195248"
X Link 2026-01-09T15:00Z [---] followers, [---] engagements

"Weekend PM Notes NewCo. Product Silence Check Verified facts (as of now): There have been no announced major consumer product launches no materially new subscription offerings and no disclosed strategic partnerships from fuboTV Inc NewCo or Hulu + Live TV that clearly change unit economics or market positioning. Public updates have largely been incremental or structural rather than headline product expansion. Inference: This pattern suggests the businesses are prioritizing economic normalization bundle architecture and governance integration over visible innovation. In this phase adding"
X Link 2026-01-24T12:15Z [---] followers, [---] engagements

"Important realization on $FUBO using a layered PM lens: The stock didnt fail to react to DOJ approval in October. It had already changed state in September. When shareholders approved the merger the structural layer resolved. Probability collapsed to certainty. Disney control went from possible to locked. That moment mattered more than the legal close. Before the vote multiple layers were active: structural optionality regulatory uncertainty narrative and positioning options and flow-driven upside After the vote those upper layers shut down. What remained dominant was the operations layer. At"
X Link 2026-01-24T13:29Z [---] followers, [---] engagements

"$ODD is a good example of a stock that is working not activated. Profitable by design. Asset-light with real operating leverage. A data advantage that improves economics over time. No mechanical suppression. No speculative excess. Price is responding to fundamentals. not flows not narrative. This isnt a setup that demands action. This is a system that compounds if execution stays intact. Patience is the position. #stocks #investing #fundamentals #quality #longterm #systems https://twitter.com/i/web/status/2015534630959501803 https://twitter.com/i/web/status/2015534630959501803"
X Link 2026-01-25T21:17Z [---] followers, [---] engagements

"$FUBO isnt trading on fundamentals right now. Its trading on incentives. Management is optimizing for: deal integrity legal exposure negotiation leverage Not near-term equity price. No pro-forma = no liability. NBCU fight = boundary defense. Stock down 50% = not the control variable. Feb [--] is the line: Either incentives realign to public shareholders or this becomes a governance failure. Markets dont punish confusion. They punish unresolved confusion. #markets #investing #equities #governance #incentives #risk #media #streaming https://twitter.com/i/web/status/2015818736679240119"
X Link 2026-01-26T16:06Z [---] followers, [----] engagements

"$FUBO context matters. On Nov [--] management said: We closed the transaction and are actively working through the Pro Forma financials well share them as soon as they are finalized. Today is Jan [--] [--] weeks later. Markets dont punish delays. They punish unbounded delays without reset. Escalation ladder: PreFeb 3: defensible though costly Feb [--] w/ no reset: governance concern PostFeb [--] silence: board-level issue Elapsed time is information. #markets #investing #equities #governance #disclosure #mergers #risk https://twitter.com/i/web/status/2015853015257792923"
X Link 2026-01-26T18:23Z [---] followers, [----] engagements

"$FUBO State Check Price action remains mechanical not emotional. No capitulation signature. No information injection. No allocator participation. This is still suppression not discovery. Cheap activated. Oversold permission. State unchanged. #markets #systemsthinking #stateread https://twitter.com/i/web/status/2015893758890672413 https://twitter.com/i/web/status/2015893758890672413"
X Link 2026-01-26T21:05Z [---] followers, [---] engagements

"Base case for Q1: big combined numbers limited signal flat to 10% tape. Thats not necessarily failure. It likely reflects incentives. Early post-merger guidance creates asymmetric risk: downside is permanent upside is optional. Management is rationally biased toward caution: integration noise purchase accounting distortion litigation & guidance risk preserving flexibility before run-rates stabilize The risk isnt one opaque quarter. The risk is persistent opacity once integration data exists. Q1 explains little. Q3 decides everything. $FUBO #FuboTV #earnings #postmerger #corporategovernance"
X Link 2026-01-27T14:10Z [---] followers, [--] engagements

"@InvestingTub Historical financials management pro forma. What was promised was a normalized combined baseline investors can model against. That has not been released and without it uncertainty remains unbounded"
X Link 2026-01-27T14:53Z [---] followers, [--] engagements

"$FUBO is no longer just a niche sports streamer. Post-transaction its a scaled live TV + advertising platform with: national distribution diversified content (news sports entertainment) meaningful ad inventory real operating leverage potential The debate going forward isnt can a sports vMVPD survive Its whether the combined platform can translate scale into margins. Thats a very different business and a very different set of risks. Disney doesnt need another consumer brand. It needs: distribution leverage incremental ad inventory pricing & bundle flexibility a live-TV funnel into its broader"
X Link 2026-01-27T14:59Z [---] followers, [----] engagements

"Posting for process continuity not victory-lapping. This was a scenario not a forecast. The market has since traded into that range as the unwind progressed. Question now is no longer can it get cheaper but what clears the uncertainty stack and resets forward expectations. #equities #risk #process #expectations One analysis I performed suggested $FUBO could dip to $2.10 That would be a pretty impressive ev/sales extreme. No idea how long this unwind will last but it seems like its closer to over. Hopefully a nice rate cut in December and a proforma push the stock back above $4 to One analysis"
X Link 2026-01-27T15:04Z [---] followers, [---] engagements

"Yes. $FUBO is like a restaurant chain that just doubled its locations overnight. More customers. More revenue. Bigger footprint. But thats not the focal question. This is: 👉 Are gross profit dollars starting to outgrow the cost base or is the business just working harder Thats the difference between operating leverage and value creation. We likely wont know until a few clean post-deal quarters. Q3 is the tell. #investing #stocks #fundamentals #markets #FUBO https://twitter.com/i/web/status/2016252119872110916 https://twitter.com/i/web/status/2016252119872110916"
X Link 2026-01-27T20:49Z [---] followers, [----] engagements

"@JJSW99 😂 Fair. Nobody wants a paper-mch Q1 parade. But Im less hyped about the confetti and more about whether gross profit finally starts pulling away from the cost stack. ✌"
X Link 2026-01-27T21:01Z [---] followers, [---] engagements

"Right now the market is being asked to price structure without numbers. If youre not a narrative investor the stock screens terribly. theres no forward guidance to model. If you are a narrative investor youre implicitly underwriting execution and margin expansion without a formal pro-forma framework i.e. youre betting on the story. Thats a discretionary judgment call not a financial model. And many retail investors make decisions based on narratives rather than modeled outcomes. #equities #valuation #financials #markets #investingdiscipline $Fubo"
X Link 2026-01-27T21:05Z [---] followers, [--] engagements

"A statutory historical pro forma a management baseline. The 8-K pro forma is backward-looking purchase-accounting driven and explicitly not indicative of run-rate economics. What investors were told to expect is a normalized combined baseline (run-rate revenue margin bridge synergy cadence) that can be modeled forward. That still hasnt been provided. Until it is uncertainty remains. $FUBO FuboTV https://twitter.com/i/web/status/2016286040999268718 https://twitter.com/i/web/status/2016286040999268718"
X Link 2026-01-27T23:03Z [---] followers, [--] engagements

"$SNAP isnt about users or engagement anymore. Its about operating leverage. 👉 Can ad revenue grow without costs snapping back 👉 Do margins finally expand as revenue recovers That answer shows up fast.quarterly. If leverage doesnt appear soon the debates over. #stocks #investing #fundamentals #markets #SNAP https://twitter.com/i/web/status/2016512838467297354 https://twitter.com/i/web/status/2016512838467297354"
X Link 2026-01-28T14:05Z [---] followers, [---] engagements

"$SNAP is a state problem. Boundary: SNAP cant re-rate without sustained margin + FCF proof. Regime: markets reward execution not vision. State: fragile stabilization not activation. Dominant layer: fundamentals. Everything else is a factor and we know factors dont set price. Until state transitions SNAP is range-bound not mispriced. #Markets #Investing #Equities #StockMarket #RiskManagement #Execution #Fundamentals #StateVsNarrative https://twitter.com/i/web/status/2016519598925844899 https://twitter.com/i/web/status/2016519598925844899"
X Link 2026-01-28T14:31Z [---] followers, [---] engagements

"$FUBO vs $SPX 5Y context. FUBO: -94% S&P 500: +88% For retail investors this has been framed as volatility sentiment or patience being tested. In reality this is a prolonged period of unresolved structural risk: dilution overhangs capital structure opacity and unclear NewCo economics. Retail has been asked to wait repeatedly without verification. Thats why Q1 earnings on 2/3 are not just another call. They represent a credibility deadline. Management is now fully to task: explicit dilution mechanics balance-sheet trajectory and a concrete explanation of how NewCo creates durable equity value."
X Link 2026-01-28T15:17Z [---] followers, [----] engagements

"For $FUBO the next re-rate is about precision. The stock unlocks only if management clearly states at least some of the following: a normalized combined run-rate revenue current-contract margin bounds (even if low) segment directionality (Hulu + Live vs legacy Fubo) a light forward commitment on when formal guidance comes Without those sentences models do not converge and price action stalls. This isnt bearish or bullish. Its about legibility. FuboTV Hulu+Live Disney #earnings #corporategovernance #capitalmarkets #equities #media #streaming #investorrelations #executionrisk"
X Link 2026-01-28T18:07Z [---] followers, [---] engagements

"A clean way to think about $FUBO supply above $4 is as a convert hedge curve not discretionary selling. SEC-verified bases: 29.27M shares registered issuable on conversion (prospectus) up to 35.97M shares issuable upon conversion (13G)As price rises delta hedging increases mechanically. Estimated incremental flow: $4 $5: +45M shares $5 $6: +34M shares This is hedge math not a claim about current short interest or intent. The takeaway: this supply can cap moves unless new long demand absorbs it and re-anchors ownership higher. #capitalmarkets #equities #marketstructure #convertibles"
X Link 2026-01-29T01:05Z [---] followers, [---] engagements

"Convert-driven supply caps upside but it doesnt force a round-trip to old lows. A stock revisits $2 only if new buyers disappear. If institutions re-enter above $34 the marginal owners cost basis resets and selling pressure moves up not down. Mechanical hedging adds flow not conviction. Its absorbed when long demand exists and only dominates when ownership is weak. Thats the distinction between a squeeze that fades and a re-anchoring that holds. $FUBO #marketstructure #equities #convertibles #capitalmarkets #supplydemand #riskmanagement https://twitter.com/i/web/status/2016696548533686659"
X Link 2026-01-29T02:15Z [---] followers, [--] engagements

"Peloton teaches Zone [--]. The leaderboard punishes it. Simple fix: add a pre-ride intent gate. Before you start a class pick your leaderboard: Performance (classic 123) Zone [--] / Endurance Tempo / Threshold No leaderboard Zone [--] leaderboard competition. No rank. No KJ. No distance. Just: % time in Zone [--] HR drift power stability riding with others targeting the same goal This is correct gamification. Right now Peloton optimizes for output. Endurance training optimizes for compliance. One UI gate fixes the mismatch without changing classes instructors or hardware. Leaderboards should reward"
X Link 2026-01-29T13:15Z [---] followers, [--] engagements

"$PTON isnt a hardware story. Its a unit-economics test. 👉 Are subscriptions truly sticky without heavy promos 👉 Can fixed costs compress enough to matter That takes multiple clean quarters to prove. If churn stays low and margins stabilize it works. If not time wont fix it. #investing #stocks #fundamentals #PTON https://twitter.com/i/web/status/2016875226357698738 https://twitter.com/i/web/status/2016875226357698738"
X Link 2026-01-29T14:05Z [---] followers, [---] engagements

"The Unger plaintiffs seek damages and injunctive relief including an injunction requiring the Company to segregate or divest any interest in Fubo and Hulu or in the alternative business assets relating to Fubo and Hulu + Live TV. Source: The Walt Disney Company Annual Report on Form 10-K / ARS [----] Legal Proceedings section (Discussion of Unger Action filed Jan. [--] 2025) https://twitter.com/i/web/status/2016893742335037480 https://twitter.com/i/web/status/2016893742335037480"
X Link 2026-01-29T15:18Z [---] followers, [---] engagements

"Why $FUBO still has optionality and $PTON mostly doesnt: PTONs problem is that its best demand was pulled forward. The TAM peaked the narrative is settled and the equity is structurally impaired. Stabilization re-rating. $FUBO is different. Its business structure is still unresolved not finished. Guidance is opaque ownership is in flux and outcomes are path-dependent not pre-decided. Markets re-rate uncertainty when clarity arrives. They dont re-rate businesses whose growth already happened. Thats the difference between a value trap and optionality. $FUBO $PTON #investing #equities"
X Link 2026-01-29T22:45Z [---] followers, [----] engagements

"Do you miss spring 🌱"
X Link 2026-01-30T03:35Z [---] followers, [--] engagements

"CPRX is the kind of stock that actually belongs in a Roth. Its boring in the right way. Monopoly-like orphan drug High margins real cash flow Returns driven by durability not macro Downside risk = legal/IP not market cycles Thats exactly what you want compounding tax-free over years. A Roth isnt for trades. Its for businesses where time is the edge. $CPRX #RothIRA #LongTermInvesting #HealthcareStocks #CashFlow #CapitalAllocation #RetailInvesting https://twitter.com/i/web/status/2017244912568459479 https://twitter.com/i/web/status/2017244912568459479"
X Link 2026-01-30T14:34Z [---] followers, [--] engagements

"One thing that keeps getting missed in the $FUBO / NewCo debate: Fubo doesnt need most of NewCo to re-rate. It needs very little. Even a modest share of NewCo economics think tens of millions not hundreds is enough to change how the equity trades from here. At $23 the stock is priced as if almost nothing accrues. The bar for re-rating isnt domination its just proof of participation. A small durable slice of cash flow: reduces dilution risk makes operating leverage real forces the market to re-model the equity The distance from nothing to something is much shorter than people think and that"
X Link 2026-01-30T14:43Z [---] followers, [---] engagements

"@TradingThomas3 Or is it his hawkish stance Either way it doesn't do the US any good to be too pro crypto.that would signal a weakened dollar"
X Link 2026-01-30T14:44Z [---] followers, [--] engagements

"YouTube search is still keyword-driven. Thats a quiet but massive market distortion. Search: 👉 Explain live sports streaming economics You get: $GOOG / $NFLX / $AMZN-tagged videos Not necessarily the best explanations. Just the best-positioned incumbents. If YouTube shifts to intent-based discovery Teach me X Break down Y Compare A vs B distribution detaches from brand gravity. That matters for stocks people arent modeling: $FUBO misunderstood unit economics $ROKU platform vs content confusion $TTD ad plumbing nobody explains well $UPST model risk vs narrative risk $SOFI bundled economics"
X Link 2026-01-30T15:02Z [---] followers, [---] engagements

"50 reasons $FUBO management is likely to succeed with NewCo (no hype): Management equity only pays off if NewCo works Survival without a re-rate is a career failure NewCo is the only credible path to equity value Dilution already accepted upside must justify it Incentives align toward cash flow not optics JV economics are visible internally They wouldnt sign a deal that permanently traps value Reputation risk is existential if this fails Compensation horizons align with multi-year outcomes Scenario A forever benefits no one inside NewCo fixes a scale problem not demand Sports aggregation"
X Link 2026-01-31T00:26Z [---] followers, [---] engagements

"Take away the stadium. Take away the lights. Take it to the street. $FUBO If you are delusional enough to think you can make contact against a professional pitcher think again https://t.co/04i8T1o0Ln If you are delusional enough to think you can make contact against a professional pitcher think again https://t.co/04i8T1o0Ln"
X Link 2026-01-31T02:29Z [---] followers, [---] engagements

"Cash flow. NewCo. New York. $FUBO This is an integration year. A re-rate year. A hello remember us year"
X Link 2026-01-31T02:46Z [---] followers, [---] engagements

"@impression_ists Sisley had a voice"
X Link 2026-01-31T03:02Z [---] followers, [--] engagements

"Some stocks like $Fubo are dangerous to your attention. They share four traits: Binary outcomes Opaque timelines No new public data High personal conviction That combo guarantees obsessive checking. Theres nothing new to learn but the outcome matters so your brain keeps searching anyway. The fix is redirecting analysis toward domains with continuous signal where new information actually compounds insight. Thats portfolio management too. #Investing #Process #RiskManagement #BehavioralFinance https://twitter.com/i/web/status/2017600217554510176"
X Link 2026-01-31T14:05Z [---] followers, [---] engagements

"On $FUBO international. Why it hasnt scaled historically: sports rights are fragmented by country ARPU is lower outside the U.S. ad monetization is weaker incumbents are deeply entrenched global bundles dont travel well Those are structural constraints not execution mistakes. Why it might scale going forward: rights inflation is pressuring local incumbents global sports audiences are migrating to streaming tech/platform costs are largely fixed international growth doesnt require U.S.-level marketing incremental revenue can be high-margin if distribution improves International isnt a base-case"
X Link 2026-01-31T19:02Z [---] followers, [--] engagements

"@derminvests I think they were saying the combined entitys liquidity position + expected sources and uses of cash will be such that on day one it does not require an immediate capital raise"
X Link 2026-02-01T14:46Z [---] followers, [---] engagements

"At first blush no NBCU on Fubo = no World Cup sounds disastrous. But zoom out: Hulu + Live TV will carry NBCU and Hulu + Live sits inside the same NewCo. That means World Cup viewers dont disappear they re-route inside the same P&L. This is brand segmentation: Fubo = sports-first ESPN-centric margin discipline Hulu + Live = broad bundle NBCU tentpoles Economically: neutral to mildly positive. Optically: confusing and painful. The stock is reacting to optics. The model will care about consolidated cash flow. $FUBO #marketstructure #earnings #streaming #investing"
X Link 2026-02-03T19:12Z [---] followers, [---] engagements

"Thats a fair trade decision. I dont disagree that reverse splits usually cap near-term upside and compress sentiment especially over a [--] month window. Thats a timing issue not necessarily a value one. Where I differ is equating the split with never goes high. It removes reflexive upside not long-dated optionality if execution + cash flow normalize. Selling for risk control the business being broken. $FUBO #marketstructure #positioning #riskmanagement #equities"
X Link 2026-02-04T00:16Z [---] followers, [--] engagements

"It is interesting. The leverage point isnt NBC punishing Fubo its how linear economics are resetting. Sports do anchor linear but distribution power now sits with the rights holder + balance sheet. DIS owning ESPN cuts both ways: it strengthens ESPNs hand with MVPDs and makes Fubo more strategically relevant not less. When Xfinity/ESPN renewals come up the question wont be who wins itll be how margin is shared across fewer scaled distributors. $FUBO isnt dead. Its just no longer playing the old game. #FUBO #Media #Streaming #MarketStructure #SportsRights"
X Link 2026-02-04T01:26Z [---] followers, [--] engagements

"Bitcoin is still scarce on-chain but price is mostly set off-chain now. ETFs futures options and swaps let one real BTC support many paper claims so day-to-day prices are driven by derivatives not physical coins. That makes scarcity dormant not gone. When too many people want real BTC at once paper claims fail and spot supply suddenly matters again.usually violently. https://twitter.com/i/web/status/2019566140096450862 https://twitter.com/i/web/status/2019566140096450862"
X Link 2026-02-06T00:17Z [---] followers, [---] engagements

"$SHOO Steve Madden By early [----] the company had reduced its China-sourced imports to 58% showing progress in diversifying production to countries like Cambodia Vietnam Mexico and Brazil. Trading 40% below the recent high"
X Link 2025-03-07T13:59Z [---] followers, [--] engagements

"Steven Madden plans to raise prices selectively starting in the fall of [----] to offset the higher costs imposed by tariffs"
X Link 2025-03-07T14:00Z [---] followers, [--] engagements

"@Bgfalcon91 @davidgandler And [--] million in Canada. I'm not even considering commercial accounts like hotel chains and Airbnb rental properties"
X Link 2025-08-28T12:12Z [---] followers, [--] engagements

"My first paper hands trade was a stock called Universal Display. It now trades under $OLED. I was buying it at $7. Sold it at $17. Lessons learned. $FUBO"
X Link 2025-09-23T01:22Z [---] followers, [---] engagements

"@kryptonitebro @stoolpresidente He tanked the market and boom it's still below where it started. Incredible stuff"
X Link 2025-04-10T11:52Z [---] followers, [----] engagements

"David's alive. Grandma is free. Skinny bundles are coming to market. $FUBO 🚀 Back to our roots: more sports lower price 💪 Introducing @fubotvs new sports skinny service built for fans who just want the game. 🏈⚽🏀⚾ #SportsFirst $fubo https://t.co/tLD6HaZiyC Back to our roots: more sports lower price 💪 Introducing @fubotvs new sports skinny service built for fans who just want the game. 🏈⚽🏀⚾ #SportsFirst $fubo https://t.co/tLD6HaZiyC"
X Link 2025-08-28T20:59Z [---] followers, [----] engagements

"$FUBO It's coming. I can hear the footsteps in the hall. I can hear the crowd outside the tunnel. And I'm fully locked in for the big show"
X Link 2025-09-17T23:07Z [---] followers, [----] engagements

"$ADUR Founder addresses dilution "We don't like it. Shareholders don't like it. We have 40% insider ownership." When he speaks he has the the excited quick energy that communicates his belief that he is sitting on a diamond mine. He clearly knows they have uncovered a valuable solution to waste plastic and he doesn't need to over sell it"
X Link 2025-09-20T11:32Z [---] followers, [----] engagements

"GROK says chances of $FUBO not getting enough votes is 5-10% Institutional votes gone wrong Retail too lazy to hit the like button Seven days until we know"
X Link 2025-09-23T09:41Z [---] followers, [----] engagements

"That Hulu green showing up on $FUBO website. NewCo. Green"
X Link 2025-09-26T11:03Z [---] followers, [----] engagements

"How holy is your guacamole $FUBO"
X Link 2025-10-01T11:13Z [---] followers, [----] engagements

"I remember $FUBO at $4.70 Feels like so long ago though. 😃"
X Link 2025-10-01T19:23Z [---] followers, [----] engagements

"I tell everyone I know about FUUUBO And when they see it in the wild they text me. $FUBO"
X Link 2025-10-18T18:23Z [---] followers, [----] engagements

"64812 times $FUBO A deep dive into X's ecosystem over the past [--] hours (October [--] [----] 10:59 AM EDT to November [--] [----] 10:59 AM EDT) reveals the term "$FUBO" (including "Fubo" "FuboTV" "fubotv" and "$FUBO") has been used in [-----] unique posts. This is a 16x SURGE from the prior 48-hour baseline of [----] mentions fueled by the Disney/Hulu merger closure on October [--] and the escalating YouTube TV blackouts starting October 31"
X Link 2025-11-01T15:02Z [---] followers, [----] engagements

"Check the data from Sensor Tower. $FUBO #2 in Entertainment 500k Downloads 💪✌🗽"
X Link 2025-11-02T11:53Z [---] followers, [----] engagements

"@PeteBlackburn Fuck it. I'm getting Fubo Pete. This shit has hit the fan. 🥳"
X Link 2025-11-04T00:25Z [---] followers, 25.6K engagements

"For $FUBO. [--] million subscribers at $64.99 for a skinny sports+news bundle is roughly $1.3 billion dollars of revenue per month. Achieveable. Profitable. Good for consumers. And that's only one line of business"
X Link 2025-03-01T13:29Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing