vs
FuboTV Inc.（FUBO）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
FuboTV Inc.的季度营收约是罗布乐思的1.1倍（$1.5B vs $1.4B），FuboTV Inc.净利率更高（-0.4% vs -22.3%，领先21.9%），FuboTV Inc.同比增速更快（249.4% vs 43.2%），罗布乐思自由现金流更多（$308.6M vs $-200.8M），过去两年FuboTV Inc.的营收复合增速更高（94.3% vs 32.9%）
FuboTV Inc.（简称Fubo）是源自美国的互联网体育流媒体服务商，业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容，可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播，同时也涵盖新闻、剧集等综合影视娱乐内容。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
FUBO vs RBLX — 直观对比
营收规模更大
FUBO
是对方的1.1倍
$1.4B
营收增速更快
FUBO
高出206.2%
43.2%
净利率更高
FUBO
高出21.9%
-22.3%
自由现金流更多
RBLX
多$509.4M
$-200.8M
两年增速更快
FUBO
近两年复合增速
32.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $-6.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | -1.3% | -25.3% |
| 净利率 | -0.4% | -22.3% |
| 营收同比 | 249.4% | 43.2% |
| 净利润同比 | 84.5% | -43.9% |
| 每股收益（稀释后） | $-0.02 | $-0.44 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FUBORBLX
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $377.2M | $1.4B | ||
| Q2 25 | $380.0M | $1.1B | ||
| Q1 25 | $416.3M | $1.0B | ||
| Q4 24 | — | $988.2M | ||
| Q3 24 | $386.2M | $919.0M | ||
| Q2 24 | $391.0M | $893.5M | ||
| Q1 24 | $402.3M | $801.3M |
净利润FUBORBLX
| Q4 25 | $-6.0M | $-316.0M | ||
| Q3 25 | $-18.9M | $-255.6M | ||
| Q2 25 | $-8.0M | $-278.4M | ||
| Q1 25 | $188.5M | $-215.1M | ||
| Q4 24 | — | $-219.6M | ||
| Q3 24 | $-52.4M | $-239.3M | ||
| Q2 24 | $-25.3M | $-205.9M | ||
| Q1 24 | $-56.0M | $-270.6M |
毛利率FUBORBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率FUBORBLX
| Q4 25 | -1.3% | -25.3% | ||
| Q3 25 | -5.3% | -21.8% | ||
| Q2 25 | -1.6% | -29.8% | ||
| Q1 25 | -6.1% | -24.6% | ||
| Q4 24 | — | -24.7% | ||
| Q3 24 | -15.2% | -30.4% | ||
| Q2 24 | -9.1% | -26.6% | ||
| Q1 24 | -15.7% | -37.7% |
净利率FUBORBLX
| Q4 25 | -0.4% | -22.3% | ||
| Q3 25 | -5.0% | -18.8% | ||
| Q2 25 | -2.1% | -25.8% | ||
| Q1 25 | 45.3% | -20.8% | ||
| Q4 24 | — | -22.2% | ||
| Q3 24 | -13.6% | -26.0% | ||
| Q2 24 | -6.5% | -23.0% | ||
| Q1 24 | -13.9% | -33.8% |
每股收益（稀释后）FUBORBLX
| Q4 25 | $-0.02 | $-0.44 | ||
| Q3 25 | $-0.06 | $-0.37 | ||
| Q2 25 | $-0.02 | $-0.41 | ||
| Q1 25 | $0.55 | $-0.32 | ||
| Q4 24 | — | $-0.32 | ||
| Q3 24 | $-0.16 | $-0.37 | ||
| Q2 24 | $-0.08 | $-0.32 | ||
| Q1 24 | $-0.19 | $-0.43 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $452.4M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $275.5M | $394.5M |
| 总资产 | $4.1B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资FUBORBLX
| Q4 25 | $452.4M | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $283.6M | $2.6B | ||
| Q1 25 | $321.6M | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $146.2M | $2.3B | ||
| Q2 24 | $155.2M | $2.4B | ||
| Q1 24 | $168.9M | $2.4B |
总债务FUBORBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益FUBORBLX
| Q4 25 | $275.5M | $394.5M | ||
| Q3 25 | $915.3M | $407.6M | ||
| Q2 25 | $400.4M | $353.2M | ||
| Q1 25 | $389.0M | $310.7M | ||
| Q4 24 | — | $221.4M | ||
| Q3 24 | $905.3M | $189.9M | ||
| Q2 24 | $254.2M | $121.5M | ||
| Q1 24 | $236.1M | $71.6M |
总资产FUBORBLX
| Q4 25 | $4.1B | $9.6B | ||
| Q3 25 | $1.3B | $8.6B | ||
| Q2 25 | $1.2B | $7.8B | ||
| Q1 25 | $1.2B | $7.5B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | $1.1B | $6.7B | ||
| Q2 24 | $1.1B | $6.5B | ||
| Q1 24 | $1.1B | $6.3B |
负债/权益比FUBORBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-200.3M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $-200.8M | $308.6M |
| 自由现金流率自由现金流/营收 | -13.0% | 21.8% |
| 资本支出强度资本支出/营收 | 0.0% | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-81.3M | $1.4B |
8季度趋势，按日历期对齐
经营现金流FUBORBLX
| Q4 25 | $-200.3M | $607.0M | ||
| Q3 25 | $-6.5M | $546.2M | ||
| Q2 25 | $-34.6M | $199.3M | ||
| Q1 25 | $161.4M | $443.9M | ||
| Q4 24 | — | $184.5M | ||
| Q3 24 | $235.0K | $247.4M | ||
| Q2 24 | $-32.3M | $151.4M | ||
| Q1 24 | $-67.3M | $238.9M |
自由现金流FUBORBLX
| Q4 25 | $-200.8M | $308.6M | ||
| Q3 25 | $-6.5M | $443.6M | ||
| Q2 25 | $-35.0M | $176.7M | ||
| Q1 25 | $161.1M | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | $-1.3M | $218.0M | ||
| Q2 24 | $-32.5M | $111.7M | ||
| Q1 24 | $-67.4M | $192.3M |
自由现金流率FUBORBLX
| Q4 25 | -13.0% | 21.8% | ||
| Q3 25 | -1.7% | 32.6% | ||
| Q2 25 | -9.2% | 16.3% | ||
| Q1 25 | 38.7% | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | -0.3% | 23.7% | ||
| Q2 24 | -8.3% | 12.5% | ||
| Q1 24 | -16.7% | 24.0% |
资本支出强度FUBORBLX
| Q4 25 | 0.0% | 21.1% | ||
| Q3 25 | 0.0% | 7.5% | ||
| Q2 25 | 0.1% | 2.1% | ||
| Q1 25 | 0.1% | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | 0.4% | 3.2% | ||
| Q2 24 | 0.1% | 4.4% | ||
| Q1 24 | 0.0% | 5.8% |
现金转化率FUBORBLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |
RBLX
暂无分部数据
