Fubo on its latest earnings call played up ESPN ties and downplayed NBCU channels being dark on the service, while also mentioning opportunities around MLB local rights and the upcoming World Cup.
The Fubo Sports streaming service is expected to be available in ESPN’s e-commerce flow in the first half of 2027, the company noted in its Q2 earnings released on Wednesday. That comes through a previously announced reseller and marketing arrangement to expand the reach and distribution of the Fubo services. Fubo Sports includes ESPN Unlimited as well as Fox, CBS and other sports networks.
ESPN.com’s “Where to Watch” pages also will soon link directly to Fubo, offering one-click access for fans looking to stream live games. Fubo continues to personalize its sports-first streaming experience with the implementation of AI-driven product features. It is also developing an “AI Assistant” that will enable customers to search their DVR content for sports on the Fubo platform through casual conversation (rather than voice commands).
NBCU channels have been dark on Fubo since November, and Fubo CEO David Gandler said churn has been “minimal” without those channels, even during February when NBC carried the Olympics, Super Bowl and NBA All-Star Game.
Gandler also noted the company has brought on local/RSN rights for 14 MLB teams recently, plus the Dodgers, Braves and Mets. Fubo CFO John Janedis on the call also pointed to a “good incremental opportunity” around the World Cup this summer, as the service will look to draw an uplift in trials.
For Fubo’s Q2 results, there was revenue of $1.57B, which is up from $1.13B during the same quarter in 2025. There are now 5.7 million subscribers in North America, down from 5.9 million in the company’s Q2 2025. Fubo lost 500,000 subscribers in Q2 and now sits at a total of 5.7 million.
