)
Fox (FOXA) investor relations material
Fox 34th Annual Media, Internet & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business performance and strategic highlights
Strong results over the past 12 months driven by record-breaking revenues in sports, significant rating gains in news, and successful launches of new entertainment shows and FOX One.
Tubi achieved notable engagement and revenue growth, turning profitable ahead of expectations, with a 19% top-line revenue increase and 27%-28% growth in TVT.
Advertising market remains healthy, with seven consecutive quarters of growth and nine out of ten top categories expanding, led by finance, pharma, and tech.
FOX One subscriber growth exceeded expectations, primarily attracting cordless users without cannibalizing pay TV.
Balance sheet and cash flow generation remain strong, supporting disciplined capital allocation and continued shareholder returns.
Affiliate and distribution trends
Subscriber decline rates have improved for seven consecutive quarters, excluding FOX One, with expectations that innovations like skinny bundles will further aid trends.
Recent affiliate renewals were completed quietly and successfully, with a larger renewal cycle and new rate negotiations set for fiscal 2027 and 2028.
Focused channel portfolio and investments in content support strong pricing power in negotiations.
Distribution evolution is expected, with FOX One as a key digital initiative targeting non-pay TV subscribers.
News and advertising outlook
Fox News continues to gain market share, achieving 70% cable news share during major events and attracting hundreds of new national advertisers.
Fox News ad rates remain at a 50% discount to broadcast, presenting ongoing pricing opportunity; high single-digit national rate increases have been achieved.
Robust political advertising cycle expected for the 2026 midterms, with local stations and Tubi positioned to benefit from record projected spend of $11 billion.
Tubi's audience is predominantly cordless, making it a unique beneficiary of political ad spend.
Next Fox earnings date
Next Fox earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)