流媒体运营商FuboTV(股票代码:FUBO)今日盘前大跌8.31%,引起了市场的广泛关注。
消息面上,分析师预计在2025年将出现更多捆绑流媒体产品或各家视频流媒体平台进行整合,以获得更好的规模效应和盈利能力。例如,巴克莱银行分析师认为像派拉蒙+、康卡斯特旗下的Peacock等流媒体服务目前规模较小,难以在未来数年内实现盈利,可能需要采取捆绑或整合的方式。
作为独立的小型流媒体运营商,预计流媒体行业的这种合并整理浪潮可能会对FuboTV等公司的业务前景带来一定影响,引发市场担忧,促使该股在盘前出现大幅下跌。市场对于FuboTV等独立流媒体运营商的未来发展前景较为谨慎。
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