Core Viewpoint - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] Group 1: Momentum Investing Strategy - Momentum investing involves betting on stocks that are trending upwards, but determining the right entry point can be challenging [1] - Stocks can lose momentum if their future growth does not justify their inflated valuations, leading to potential losses for investors [1] Group 2: Bargain Stocks with Momentum - A safer investment approach is to target bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score [2] - The 'Fast-Paced Momentum at a Bargain' screen helps identify fast-moving stocks that remain attractively priced [2] Group 3: fuboTV Inc. (FUBO) Analysis - fuboTV Inc. (FUBO) has shown a four-week price change of 8.4%, indicating growing investor interest [3] - Over the past 12 weeks, FUBO's stock gained 11.4%, demonstrating its ability to deliver positive returns over a longer timeframe [4] - FUBO has a beta of 2.28, suggesting it moves 128% higher than the market in either direction, indicating fast-paced momentum [4] Group 4: Valuation and Earnings Estimates - FUBO has a Momentum Score of A, suggesting it is an opportune time to invest in the stock [5] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investors [6] - FUBO is trading at a Price-to-Sales ratio of 0.76, indicating it is relatively cheap at 76 cents for each dollar of sales [6] Group 5: Additional Investment Opportunities - Besides FUBO, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [7] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [8]

Core Insights - fuboTV Inc. reported revenue of $379.97 million for the quarter ended June 2025, reflecting a year-over-year decline of 2.4% and an EPS of $0.05 compared to -$0.04 a year ago, indicating a significant improvement in earnings performance [1] - The revenue exceeded the Zacks Consensus Estimate of $374.95 million by 1.34%, while the EPS surprise was 150% against the consensus estimate of $0.02 [1] Revenue Breakdown - Advertising revenue was reported at $25.85 million, surpassing the average estimate of $24.47 million, but showing a year-over-year decline of 1.7% [4] - Subscription revenue reached $352.67 million, exceeding the estimated $340.57 million, but also reflecting a decrease of 2.8% compared to the same quarter last year [4] - Other revenues amounted to $1.44 million, falling short of the average estimate of $1.83 million, with a significant year-over-year decline of 17.2% [4] Stock Performance - fuboTV shares have returned +6.6% over the past month, outperforming the Zacks S&P 500 composite's +1.9% change, indicating positive market sentiment [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Group 1 - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] - Identifying the right entry point for trending stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] - A safer investment approach involves targeting bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score [2] Group 2 - fuboTV Inc. (FUBO) is highlighted as a strong candidate for investment, showing a four-week price change of 7.9% [3] - FUBO has gained 47.4% over the past 12 weeks, indicating its ability to deliver positive returns over a longer timeframe [4] - The stock has a beta of 2.28, suggesting it moves 128% higher than the market in either direction, reflecting fast-paced momentum [4] Group 3 - FUBO has a Momentum Score of A, indicating a favorable time to invest based on its momentum characteristics [5] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [6] - FUBO is trading at a Price-to-Sales ratio of 0.83, suggesting it is undervalued at 83 cents for each dollar of sales [6] Group 4 - FUBO appears to have significant growth potential and is part of a broader list of stocks that meet the 'Fast-Paced Momentum at a Bargain' criteria [7] - There are over 45 Zacks Premium Screens available for investors to identify winning stock picks based on their investment style [8]

Core Insights - fuboTV Inc. reported revenue of $416.29 million for Q1 2025, a year-over-year increase of 3.5% and a surprise of +0.42% over the Zacks Consensus Estimate of $414.53 million [1] - The company posted an EPS of -$0.02, improving from -$0.11 a year ago, with a surprise of +50.00% compared to the consensus estimate of -$0.04 [1] Revenue and Earnings Performance - Subscription revenues reached $391.43 million, exceeding the five-analyst average estimate of $386.93 million, reflecting a year-over-year change of +4.7% [4] - Advertising revenues were reported at $22.88 million, falling short of the five-analyst average estimate of $26.58 million, representing a year-over-year decline of -16.7% [4] Subscriber Metrics - Paid subscribers in North America totaled 1,470,000, surpassing the three-analyst average estimate of 1,435,667 [4] - Paid subscribers in the Rest of World streaming segment reached 354,000, exceeding the average estimate of 334,000 based on three analysts [4] - North America Monthly Average Revenue per User (NA ARPU) was $85.37, slightly below the $86.61 average estimate from two analysts [4] Stock Performance - fuboTV shares have returned -3% over the past month, compared to a -0.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Financial Data and Key Metrics Changes - In Q1 2025, Fubo's North American streaming business had 1,470,000 paid subscribers, down 2.7% year over year, but exceeding the guidance of 1,460,000 [6][7] - Total revenue in North America was $407.9 million, up 3.5% year over year [7] - Net income from continuing operations was $188 million or $0.55 per diluted share, compared to a net loss of $56.3 million and a loss per share of $0.19 in the prior year [12] - Adjusted EBITDA was negative $1.4 million, a $37 million improvement year over year [12] - Free cash flow improved by $9 million year over year to negative $62 million [13] Business Line Data and Key Metrics Changes - Advertising revenue for the quarter was $22.5 million, down 17% year over year, largely due to the discontinuation of Warner Bros. Discovery and TelevisaUnivision Networks [11] - The company is focused on providing multiple and flexible packaging options, including skinny bundles [9][10] Market Data and Key Metrics Changes - For Q2 2025, North America guidance projects subscribers of 1,225,000 to 1,255,000, reflecting a 14% year over year decline at the midpoint [13] - For the Rest of World segment, Q2 guidance projects subscribers of 325,000 to 335,000, down 17% year over year [14] Company Strategy and Development Direction - The company is committed to achieving profitability in 2025 and is focused on optimizing its aggregated content platform [11][15] - Fubo is working on a combination with Hulu plus Live TV, which is expected to enhance competition and consumer choice in the pay TV space [8][10] - The company aims to launch a new skinny bundle service for the fall sports season, featuring content from both Disney and non-Disney programmers [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the subscriber growth opportunities with the introduction of skinny bundles and the ongoing negotiations for content [21][22] - The company noted that the impact of losing certain content providers would continue into the second quarter but expected the impact on subscriber base to be more modest over time [20] - Management highlighted that profitability remains the focus, even amidst challenges in the media landscape [11][15] Other Important Information - The company has improved its global profitability metrics by more than $100 million for the trailing twelve months [8] - The company is seeing solid interest in its Latino package after lowering its price [19] Q&A Session Summary Question: Update on content discussions with Televisa Univision - Management stated there are no new updates but remains open to discussions under acceptable terms [18] Question: Impact of macroeconomic conditions on subscriber growth and advertising - Management indicated that churn for the English package is slightly better year over year, and reactivations were better than expected in April [27] Question: Concerns about the Rest of World segment and its future - Management emphasized the importance of profitability over growth and is focused on building a unified platform for international expansion [32][34] Question: Explanation for the decline in advertising revenue - Management clarified that the loss of ad-insertable hours from certain networks directly impacted ad revenue, but normalized figures would show slight growth [36] Question: Performance of gamified ads and advertiser interest - Management reported a 30% year-over-year increase in interactive ads and noted strong interest from advertisers despite tightening budgets [40][42]

Financial Data and Key Metrics Changes - In Q1 2025, the company reported total revenue of $407.9 million in North America, reflecting a year-over-year increase of 3.5% [6][11] - Net income from continuing operations was $188 million, translating to $0.55 per diluted share, compared to a net loss of $56.3 million and a loss per share of $0.19 in the prior year [12] - Adjusted EBITDA improved by $37 million year-over-year, reaching negative $1.4 million, indicating effective cost control and operational efficiency [12][13] Business Line Data and Key Metrics Changes - The North American streaming business had 1,470,000 paid subscribers, down 2.7% year-over-year but exceeding the Q1 guidance of 1,460,000 [6][11] - Advertising revenue for the quarter was $22.5 million, down 17% year-over-year, primarily due to the discontinuation of Warner Bros. Discovery and TelevisaUnivision Networks [11][12] Market Data and Key Metrics Changes - The company anticipates a decline in subscribers for Q2 2025, projecting 1,225,000 to 1,255,000 subscribers, which represents a 14% year-over-year decline at the midpoint [13][14] - For the Rest of World segment, Q2 guidance projects subscribers of 325,000 to 335,000, down 17% year-over-year, with revenue expected to decline by 15% at the midpoint [14] Company Strategy and Development Direction - The company is focused on achieving profitability in 2025 while continuing to enhance its content offerings and flexible packaging options [7][10] - The pending business combination with Hulu plus Live TV is seen as a strategic move to increase competition and consumer choice in the pay TV space [7][14] - The company is committed to negotiating content licensing agreements at fair rates and terms to support its skinny bundle offerings [10][22] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to navigate economic uncertainties and the evolving streaming landscape [6][7] - The company noted that while subscriber growth is expected to be modest, reactivations were better than anticipated in April, indicating resilience in customer demand [26] - Management emphasized the importance of profitability over growth, particularly in international markets, and is preparing for future expansion [31][33] Other Important Information - The company has made significant investments in technology and strategic content changes, resulting in improved profitability and cash flow [14] - The company is focused on interactive and gamified advertising formats, which have shown a year-over-year increase in traction [40][41] Q&A Session Summary Question: Update on content discussions with Televisa Univision - Management indicated no new updates but remains open to discussions under acceptable terms, while also noting a reduction in the price of the Latino package [18][19] Question: Impact of macroeconomic conditions on subscriber growth and advertising - Management reported that churn rates are in line with expectations and that April showed better-than-expected reactivations, with advertising growth improving [24][26] Question: Concerns about the Rest of World segment and GenAI integration - Management reiterated the focus on profitability for the Rest of World segment and highlighted the importance of technology and marketing investments for future growth [31][33] Question: Explanation for the decline in advertising revenue - Management clarified that the loss of ad-insertable hours from certain networks directly impacted ad revenue, but normalized figures would show slight year-over-year growth [35][36] Question: Performance of gamified ads and advertiser interest - Management reported a 30% year-over-year increase in interactive ads and noted strong interest from advertisers despite tightening budgets [40][41]