vs
FuboTV Inc.(FUBO)与Take-Two Interactive(TTWO)财务数据对比。点击上方公司名可切换其他公司
Take-Two Interactive的季度营收约是FuboTV Inc.的1.1倍($1.7B vs $1.5B),FuboTV Inc.净利率更高(-0.4% vs -5.5%,领先5.1%),FuboTV Inc.同比增速更快(249.4% vs 24.9%),Take-Two Interactive自由现金流更多($236.2M vs $-200.8M),过去两年FuboTV Inc.的营收复合增速更高(94.3% vs 10.2%)
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。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业,由瑞安·布兰特于1993年9月创立,在全球互动娱乐领域拥有较高影响力,业务覆盖游戏研发、发行与运营等核心环节。
FUBO vs TTWO — 直观对比
营收规模更大
TTWO
是对方的1.1倍
$1.5B
营收增速更快
FUBO
高出224.4%
24.9%
净利率更高
FUBO
高出5.1%
-5.5%
自由现金流更多
TTWO
多$437.0M
$-200.8M
两年增速更快
FUBO
近两年复合增速
10.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $-6.0M | $-92.9M |
| 毛利率 | — | 55.7% |
| 营业利润率 | -1.3% | -2.3% |
| 净利率 | -0.4% | -5.5% |
| 营收同比 | 249.4% | 24.9% |
| 净利润同比 | 84.5% | 25.8% |
| 每股收益(稀释后) | $-0.02 | $-0.50 |
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
FUBO
TTWO
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $377.2M | $1.8B | ||
| Q2 25 | $380.0M | $1.5B | ||
| Q1 25 | $416.3M | $1.6B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $386.2M | $1.4B | ||
| Q2 24 | $391.0M | $1.3B | ||
| Q1 24 | $402.3M | $1.4B |
净利润
FUBO
TTWO
| Q4 25 | $-6.0M | $-92.9M | ||
| Q3 25 | $-18.9M | $-133.9M | ||
| Q2 25 | $-8.0M | $-11.9M | ||
| Q1 25 | $188.5M | $-3.7B | ||
| Q4 24 | — | $-125.2M | ||
| Q3 24 | $-52.4M | $-365.5M | ||
| Q2 24 | $-25.3M | $-262.0M | ||
| Q1 24 | $-56.0M | $-2.9B |
毛利率
FUBO
TTWO
| Q4 25 | — | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 50.8% | ||
| Q4 24 | — | 55.9% | ||
| Q3 24 | — | 53.8% | ||
| Q2 24 | — | 57.6% | ||
| Q1 24 | — | 33.5% |
营业利润率
FUBO
TTWO
| Q4 25 | -1.3% | -2.3% | ||
| Q3 25 | -5.3% | -5.5% | ||
| Q2 25 | -1.6% | 1.4% | ||
| Q1 25 | -6.1% | -238.7% | ||
| Q4 24 | — | -9.7% | ||
| Q3 24 | -15.2% | -22.0% | ||
| Q2 24 | -9.1% | -13.8% | ||
| Q1 24 | -15.7% | -193.9% |
净利率
FUBO
TTWO
| Q4 25 | -0.4% | -5.5% | ||
| Q3 25 | -5.0% | -7.5% | ||
| Q2 25 | -2.1% | -0.8% | ||
| Q1 25 | 45.3% | -235.5% | ||
| Q4 24 | — | -9.2% | ||
| Q3 24 | -13.6% | -27.0% | ||
| Q2 24 | -6.5% | -19.6% | ||
| Q1 24 | -13.9% | -207.4% |
每股收益(稀释后)
FUBO
TTWO
| Q4 25 | $-0.02 | $-0.50 | ||
| Q3 25 | $-0.06 | $-0.73 | ||
| Q2 25 | $-0.02 | $-0.07 | ||
| Q1 25 | $0.55 | $-21.27 | ||
| Q4 24 | — | $-0.71 | ||
| Q3 24 | $-0.16 | $-2.08 | ||
| Q2 24 | $-0.08 | $-1.52 | ||
| Q1 24 | $-0.19 | $-17.05 |
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 | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $275.5M | $3.5B |
| 总资产 | $4.1B | $10.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
FUBO
TTWO
| Q4 25 | $452.4M | $2.4B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $283.6M | $2.0B | ||
| Q1 25 | $321.6M | $1.5B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $146.2M | $879.6M | ||
| Q2 24 | $155.2M | $1.1B | ||
| Q1 24 | $168.9M | $776.0M |
股东权益
FUBO
TTWO
| Q4 25 | $275.5M | $3.5B | ||
| Q3 25 | $915.3M | $3.4B | ||
| Q2 25 | $400.4M | $3.5B | ||
| Q1 25 | $389.0M | $2.1B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | $905.3M | $5.8B | ||
| Q2 24 | $254.2M | $6.0B | ||
| Q1 24 | $236.1M | $5.7B |
总资产
FUBO
TTWO
| Q4 25 | $4.1B | $10.0B | ||
| Q3 25 | $1.3B | $10.1B | ||
| Q2 25 | $1.2B | $9.7B | ||
| Q1 25 | $1.2B | $9.2B | ||
| Q4 24 | — | $12.7B | ||
| Q3 24 | $1.1B | $13.1B | ||
| Q2 24 | $1.1B | $12.9B | ||
| Q1 24 | $1.1B | $12.2B |
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 | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $-200.8M | $236.2M |
| 自由现金流率自由现金流/营收 | -13.0% | 13.9% |
| 资本支出强度资本支出/营收 | 0.0% | 4.1% |
| 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 | $487.8M |
8季度趋势,按日历期对齐
经营现金流
FUBO
TTWO
| Q4 25 | $-200.3M | $305.2M | ||
| Q3 25 | $-6.5M | $128.4M | ||
| Q2 25 | $-34.6M | $-44.7M | ||
| Q1 25 | $161.4M | $279.0M | ||
| Q4 24 | — | $-4.8M | ||
| Q3 24 | $235.0K | $-128.4M | ||
| Q2 24 | $-32.3M | $-191.0M | ||
| Q1 24 | $-67.3M | $-8.9M |
自由现金流
FUBO
TTWO
| Q4 25 | $-200.8M | $236.2M | ||
| Q3 25 | $-6.5M | $96.5M | ||
| Q2 25 | $-35.0M | $-69.8M | ||
| Q1 25 | $161.1M | $224.9M | ||
| Q4 24 | — | $-48.2M | ||
| Q3 24 | $-1.3M | $-165.2M | ||
| Q2 24 | $-32.5M | $-226.1M | ||
| Q1 24 | $-67.4M | $-55.1M |
自由现金流率
FUBO
TTWO
| Q4 25 | -13.0% | 13.9% | ||
| Q3 25 | -1.7% | 5.4% | ||
| Q2 25 | -9.2% | -4.6% | ||
| Q1 25 | 38.7% | 14.2% | ||
| Q4 24 | — | -3.5% | ||
| Q3 24 | -0.3% | -12.2% | ||
| Q2 24 | -8.3% | -16.9% | ||
| Q1 24 | -16.7% | -3.9% |
资本支出强度
FUBO
TTWO
| Q4 25 | 0.0% | 4.1% | ||
| Q3 25 | 0.0% | 1.8% | ||
| Q2 25 | 0.1% | 1.7% | ||
| Q1 25 | 0.1% | 3.4% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | 0.4% | 2.7% | ||
| Q2 24 | 0.1% | 2.6% | ||
| Q1 24 | 0.0% | 3.3% |
现金转化率
FUBO
TTWO
| 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% |
TTWO
暂无分部数据