The more recent phenomenon is the fact most broadcast networks have a direct-to-consumer offering, which will make networks likely less worried about distribution.Īs it relates to fuboTV, the company is going to be locked in a low-margin business and the only real way to close the gap is through advertising. TV carrier and broadcast network price disagreements are as old as time. That being said, management indicated on the company's Q4 conference call that fuboTV hadn't seen much impact from the move that simply cuts off local CBS news, not the national feed. However, given the fact the company had to drop local CBS affiliates from most markets might indicate the company doesn't have the scale to get networks to budge off a price. Obviously the bull case for fuboTV is the company will scale up the subscriber numbers over time where the company could potentially leverage that in negotiations on the content side. Overall, the company had an operating loss that essentially equaled the prior period at $93M despite the strong revenue growth. To fuboTV's credit, other expenses normalized a bit, including a welcomed 36% decline in general and administrative costs. The problem is subscriber related expenses - or content costs - rose in near lock-step up 37% Y/Y. During the quarter you had the World Cup, the stretch run of the NFL season and fuboTV was able to deliver 39% Y/Y growth on the revenue side. The bad news is the economics of fubo's business and streaming in general are still really bad.

This is good news for fuboTV ( NYSE: FUBO) as it will bring Google's offering closer to fubo's pricing. For the first time in 3 years, YouTube TV ( GOOG) ( GOOGL) raised its monthly service charge from $64.99 to $72.99.

Fubo tv cost