A number of stocks fell in the afternoon session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.
fuboTV’s fourth quarter was marked by its first period of consolidated results following the Hulu Live acquisition, but the market reacted negatively despite revenue surpassing Wall Street expectations. Management attributed performance to the scale advantages of the combined platform, initial success in subscriber retention, and progress integrating ad technology. CEO David Gandler highlighted that, even with the loss of NBCUniversal content on fuboTV Inc., subscriber losses were limited and the company's sports-focused package continued to appeal to value-conscious customers.
**Editor’s Note:** Management commentary regarding a 3% year-over-year subscriber increase and the NBCUniversal dispute specifically pertains to Q1 2026, not Q4 CY2025. The Q4 2025 period reflects the early phase of Hulu Live integration and the initial impact of the NBCUniversal dispute, but year-over-year subscriber growth figures and detailed retention outcomes are not directly disclosed for this quarter in the transcript.
The performance of consumer discretionary businesses is closely linked to economic cycles. Thankfully for the industry, all signs are pointing up as discretionary stocks have gained 10.6% over the past six months,
beating the S&P 500’s 6.6% return.
Live sports and TV streaming service fuboTV (NYSE:FUBO) announced better-than-expected revenue in Q4 CY2025, with sales up 249% year on year to $1.55 billion. Its GAAP loss of $0.02 per share increased from -$0.11 in the same quarter last year.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the media industry, including fuboTV (NYSE:FUBO) and its peers.
A cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Over the past six months, fuboTV’s shares (currently trading at $2.67) have posted a disappointing 18.3% loss, well below the S&P 500’s 14.4% gain. This might have investors contemplating their next move.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Scholastic (NASDAQ:SCHL) and the rest of the media stocks fared in Q3.
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the media industry, including Warner Music Group (NASDAQ:WMG) and its peers.
Consumer discretionary businesses are levered to the highs and lows of economic cycles. Thankfully for the industry, all signs are pointing up as discretionary stocks have gained 19.1% over the past six months,
beating the S&P 500’s 14.1% return.
