Fox Corporation (FOXA) Earnings Call Transcripts
Fox Corporation's Latest Earnings Call - September 9, 2026
In the fiscal Q1 2027 earnings call, Fox Corporation (FOXA:US) reported a record year in fiscal 2026, with EBITDA growth of 8% to $3.9 billion and a significant 35% top-line growth in Q4. Management expressed confidence in continued growth trends, particularly in advertising and subscriber additions, while maintaining guidance for the upcoming fiscal year. The company is focused on closing its $22 billion acquisition of Roku, which is expected to enhance growth synergies.
Reported metrics
| Metric | Value |
|---|---|
| EBITDA | $3.9B (beat) |
| Top-Line Growth (Q4) | 35% (beat) |
| Political Advertising Revenue | $11.5B (positive) |
| Tubi Annual Revenue | $1.5B (positive) |
| Monthly Active Users (Tubi) | 110M (positive) |
| Distribution Revenue Growth (Q4) | 5% (positive) |
Guidance from management
Management maintained its guidance for fiscal 2027, expecting continued growth in advertising and distribution revenues, alongside the successful integration of the Roku acquisition.
What analysts pressed on
Analysts expressed concerns regarding the competitive landscape for sports rights and the potential impact of economic conditions on advertising spending. There were questions about how FOX plans to navigate these challenges while maintaining growth.
Main topics on the call
- Record Year and Growth Momentum — Fox Corporation achieved record results in fiscal 2026, highlighted by an 8% EBITDA growth to $3.9 billion and a remarkable 35% top-line growth in Q4. John Nallen stated, "We grew EBITDA 8% at $3.9 billion... ended the y...
- Roku Acquisition Update — Management reiterated their commitment to the $22 billion Roku acquisition, stating it would close in the first half of 2027. Nallen mentioned, "This was exactly as we expected," indicating confidence in the transaction'...
- Advertising Market Strength — The upfront advertising market showed strong performance with double-digit volume growth across categories. Nallen highlighted that 8 of the top 10 categories showed growth, particularly in technology and pharma, signali...
- Subscriber Growth for FOX One — FOX One is performing above expectations with a target of 3 to 5 million subscribers in 3 to 5 years. Nallen noted, "The trends on FOX One are above our expectations," showcasing positive subscriber acquisition trends.
Read the full Fox Corporation transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Fox Corporation
Fox Corporation (FOXA) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 62 calls on record spanning February 5, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 62 Fox Corporation earnings call transcripts on record, spanning February 5, 2020 to September 9, 2026. Based on this history, Fox Corporation reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- FOXA
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 62
- First call
- February 5, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly