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FuboTV Inc.（FUBO）与Zscaler, Inc.（ZS）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Zscaler, Inc.的2.0倍（$1.5B vs $788.1M），FuboTV Inc.净利率更高（-0.4% vs -1.5%，领先1.1%），FuboTV Inc.同比增速更快（249.4% vs 25.5%），Zscaler, Inc.自由现金流更多（$431.0M vs $-200.8M），过去两年FuboTV Inc.的营收复合增速更高（94.3% vs 22.5%）
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。
Zscaler是总部位于美国加利福尼亚州圣何塞的云安全企业，专注提供云原生安全服务，为全球各行业企业的网络系统与数据资产提供全方位防护，助力企业在数字化运营过程中抵御各类安全风险，保障业务稳定开展。
FUBO vs ZS — 直观对比
营收规模更大
FUBO
是对方的2.0倍
$788.1M
营收增速更快
FUBO
高出223.9%
25.5%
净利率更高
FUBO
高出1.1%
-1.5%
自由现金流更多
ZS
多$631.8M
$-200.8M
两年增速更快
FUBO
近两年复合增速
22.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $788.1M |
| 净利润 | $-6.0M | $-11.6M |
| 毛利率 | — | 76.6% |
| 营业利润率 | -1.3% | -4.6% |
| 净利率 | -0.4% | -1.5% |
| 营收同比 | 249.4% | 25.5% |
| 净利润同比 | 84.5% | 3.6% |
| 每股收益（稀释后） | $-0.02 | $-0.07 |
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FUBOZS
| Q4 25 | $1.5B | $788.1M | ||
| Q3 25 | $377.2M | $719.2M | ||
| Q2 25 | $380.0M | $678.0M | ||
| Q1 25 | $416.3M | $647.9M | ||
| Q4 24 | — | $628.0M | ||
| Q3 24 | $386.2M | $592.9M | ||
| Q2 24 | $391.0M | $553.2M | ||
| Q1 24 | $402.3M | $525.0M |
净利润FUBOZS
| Q4 25 | $-6.0M | $-11.6M | ||
| Q3 25 | $-18.9M | $-17.6M | ||
| Q2 25 | $-8.0M | $-4.1M | ||
| Q1 25 | $188.5M | $-7.7M | ||
| Q4 24 | — | $-12.1M | ||
| Q3 24 | $-52.4M | $-14.9M | ||
| Q2 24 | $-25.3M | $19.1M | ||
| Q1 24 | $-56.0M | $-28.5M |
毛利率FUBOZS
| Q4 25 | — | 76.6% | ||
| Q3 25 | — | 76.1% | ||
| Q2 25 | — | 77.0% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.5% | ||
| Q3 24 | — | 78.0% | ||
| Q2 24 | — | 78.6% | ||
| Q1 24 | — | 77.7% |
营业利润率FUBOZS
| Q4 25 | -1.3% | -4.6% | ||
| Q3 25 | -5.3% | -4.5% | ||
| Q2 25 | -1.6% | -3.7% | ||
| Q1 25 | -6.1% | -6.2% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | -15.2% | -4.5% | ||
| Q2 24 | -9.1% | -0.5% | ||
| Q1 24 | -15.7% | -8.7% |
净利率FUBOZS
| Q4 25 | -0.4% | -1.5% | ||
| Q3 25 | -5.0% | -2.4% | ||
| Q2 25 | -2.1% | -0.6% | ||
| Q1 25 | 45.3% | -1.2% | ||
| Q4 24 | — | -1.9% | ||
| Q3 24 | -13.6% | -2.5% | ||
| Q2 24 | -6.5% | 3.5% | ||
| Q1 24 | -13.9% | -5.4% |
每股收益（稀释后）FUBOZS
| Q4 25 | $-0.02 | $-0.07 | ||
| Q3 25 | $-0.06 | $-0.11 | ||
| Q2 25 | $-0.02 | $-0.03 | ||
| Q1 25 | $0.55 | $-0.05 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | $-0.16 | $-0.09 | ||
| Q2 24 | $-0.08 | $0.12 | ||
| Q1 24 | $-0.19 | $-0.19 |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $275.5M | $2.0B |
| 总资产 | $4.1B | $6.5B |
| 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FUBOZS
| Q4 25 | $452.4M | $1.3B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $283.6M | $2.0B | ||
| Q1 25 | $321.6M | $1.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $146.2M | $1.4B | ||
| Q2 24 | $155.2M | $1.3B | ||
| Q1 24 | $168.9M | $1.4B |
总债务FUBOZS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益FUBOZS
| Q4 25 | $275.5M | $2.0B | ||
| Q3 25 | $915.3M | $1.8B | ||
| Q2 25 | $400.4M | $1.8B | ||
| Q1 25 | $389.0M | $1.6B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $905.3M | $1.3B | ||
| Q2 24 | $254.2M | $1.1B | ||
| Q1 24 | $236.1M | $958.9M |
总资产FUBOZS
| Q4 25 | $4.1B | $6.5B | ||
| Q3 25 | $1.3B | $6.4B | ||
| Q2 25 | $1.2B | $5.3B | ||
| Q1 25 | $1.2B | $5.0B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | $1.1B | $4.7B | ||
| Q2 24 | $1.1B | $4.2B | ||
| Q1 24 | $1.1B | $3.9B |
负债/权益比FUBOZS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.80× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 1.19× |
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 | $448.3M |
| 自由现金流经营现金流 - 资本支出 | $-200.8M | $431.0M |
| 自由现金流率自由现金流/营收 | -13.0% | 54.7% |
| 资本支出强度资本支出/营收 | 0.0% | 2.2% |
| 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 | $924.9M |
8季度趋势，按日历期对齐
经营现金流FUBOZS
| Q4 25 | $-200.3M | $448.3M | ||
| Q3 25 | $-6.5M | $250.6M | ||
| Q2 25 | $-34.6M | $211.1M | ||
| Q1 25 | $161.4M | $179.4M | ||
| Q4 24 | — | $331.3M | ||
| Q3 24 | $235.0K | $203.6M | ||
| Q2 24 | $-32.3M | $173.4M | ||
| Q1 24 | $-67.3M | $142.1M |
自由现金流FUBOZS
| Q4 25 | $-200.8M | $431.0M | ||
| Q3 25 | $-6.5M | $190.6M | ||
| Q2 25 | $-35.0M | $138.9M | ||
| Q1 25 | $161.1M | $164.4M | ||
| Q4 24 | — | $314.3M | ||
| Q3 24 | $-1.3M | $154.2M | ||
| Q2 24 | $-32.5M | $137.8M | ||
| Q1 24 | $-67.4M | $111.2M |
自由现金流率FUBOZS
| Q4 25 | -13.0% | 54.7% | ||
| Q3 25 | -1.7% | 26.5% | ||
| Q2 25 | -9.2% | 20.5% | ||
| Q1 25 | 38.7% | 25.4% | ||
| Q4 24 | — | 50.1% | ||
| Q3 24 | -0.3% | 26.0% | ||
| Q2 24 | -8.3% | 24.9% | ||
| Q1 24 | -16.7% | 21.2% |
资本支出强度FUBOZS
| Q4 25 | 0.0% | 2.2% | ||
| Q3 25 | 0.0% | 8.3% | ||
| Q2 25 | 0.1% | 10.6% | ||
| Q1 25 | 0.1% | 2.3% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 0.4% | 8.3% | ||
| Q2 24 | 0.1% | 6.4% | ||
| Q1 24 | 0.0% | 5.9% |
现金转化率FUBOZS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 9.07× | ||
| 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% |
ZS
暂无分部数据
