The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Shweta R. Khajuria - Evercore ISI Institutional Equities, Research Division - Analyst
: Could you please comment on the overall brand sentiment, advertiser sentiment that you are seeing and hearing? And any commentary on how
the ad revenue trend at [intra-quarter.] So to any degree you can comment on month-over-month revenue growth or trends versus last year. And
then any thoughts on any impact from the Israel War at all, if at all? And then finally, any commentary on different impact from different verticals,
what are you seeing in auto versus perhaps CPG or travel and financial services?
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NOVEMBER 03, 2023 / 12:30PM, FUBO.N - Q3 2023 Fubotv Inc Earnings Call
Question: Shweta R. Khajuria - Evercore ISI Institutional Equities, Research Division - Analyst
: No, that was great. I guess anything you've seen so far in terms of how October trended and what you're hearing for the rest of the quarter as it
relates to ad spend?
Question: Nicholas Todd Zangler - Stephens Inc., Research Division - Analyst
: Congrats on the report here. Just the subscriber count, obviously, a pretty significant beat. You had the Disney-Charter dispute that was pushing
users into the vMVPD channel. Can you just provide more detail on -- just talk about the upside, where you think most of it came from? What do
you attribute -- to what you attribute the Disney-Charter dispute to the growth that you experienced and how sticky you expect those customers
to be that did migrate over?
Question: Nicholas Todd Zangler - Stephens Inc., Research Division - Analyst
: Got it. Okay. Well, then all that considered then and maybe the World Cup was such a driver last year. But I guess the guide that you're implying
for fourth quarter, obviously beats numbers a strong guide. But I guess the sequential improvement from 3Q to 4Q, it would suggest that maybe
there's still incremental subscribers to go. Like I would have expected maybe a larger guide from 3Q to 4Q, given what you've done historically.
And then I was thinking maybe this Charter dispute had a pull-forward effect, and that's why the 4Q guidance isn't as significant. But just maybe
you could just talk about the 4Q subscriber guide, how you're thinking about that relative to what you just put out? And then maybe with reference
to, I think you guys increased last year sequentially 200,000 subscribers from 3Q to 4Q. Just in consideration of what you're guiding this time around?
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