Core Viewpoint - Fubo Group (03738) has seen a significant increase in stock price, rising over 6% and currently trading at 4.79 HKD, with a trading volume of 83.42 million HKD. The company reported a revenue increase of approximately 27% for the three months ending September 30, 2025, compared to the same period in 2024 [1] Financial Performance - Total revenue for Fubo Group is projected to increase by about 27% compared to the same period in 2024 [1] - Revenue from mainland China operations is expected to rise by approximately 22% compared to 2024 [1] - Monthly Recurring Revenue (MRR) is anticipated to grow by around 28% compared to 2024 [1] Industry Insights - Huachuang Securities has indicated that Fubo Group, as a leader in copyright protection, is likely to benefit directly from the popularity of Sora2. Sora-type products are expected to significantly lower the barriers to video creation, allowing users to participate in others' creations with a revenue-sharing mechanism, which may drive demand for AI-generated content copyright [1] - Fubo Group has established a comprehensive "digital watermark - rights confirmation - transaction" process, which is considered rare in the global market due to its years of technological and customer accumulation [1]