fuboTV Inc. (FUBO) stock plummeted 8.76% in the pre-market session on Tuesday, January 14th. The sharp decline came following expectations that streaming services like fuboTV may face challenges in achieving profitability and scale, leading to more bundled streaming offerings or consolidation of smaller services in 2025.

According to a report from Barclays, streaming services such as Paramount+ and Comcast's Peacock likely lack sufficient scale to achieve profitability compared to larger players like Disney+ and Netflix in the coming years. The brokerage expects these services to consider bundling or consolidation more seriously in 2025 to address scale and profitability concerns. The report also suggests that Disney has folded fuboTV and Hulu Live into a separate entity, which could provide more viable scale and aid in the distribution of Disney's core streaming services.

The news highlights the increasing challenges faced by smaller streaming services in a crowded and competitive market. As the focus shifts towards profitability and scale, bundling and consolidation are expected to become more prevalent, potentially impacting the prospects of standalone services like fuboTV.