May. 14 at 1:50 PM
$FUBO has been a tough hold, but patience is starting to feel like it’s about to pay off. The shift happening inside Disney is real —
$DIS has clearly pivoted its entire strategic mindset. Gone are the days of chasing subscribers at any cost; what we’re seeing now is a disciplined, margin-focused operator that understands profitability is the only sustainable path forward. That directive flows directly into how they’re managing
$FUBO — tightening operations, rationalizing costs, and building a sports streaming business that can actually generate meaningful free cash flow.
$FUBO sits at the intersection of sports, live content, and streaming — arguably the most defensible corner of the entire industry. The pain was real, but with a leaner cost structure and a powerful parent pushing for margin expansion, the inflection point is getting closer.
