Loading…
Loading…
Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Morris | Guggenheim | 13 | 0% |
| Mike Ng | Goldman Sachs | 11 | 0% |
| John Hodulik | UBS | 10 | 0% |
| Jessica Ehrlich | Bank of America | 10 | 10% |
| Steve Cahall | Wells Fargo | 6 | 17% |
| Rob Fishman | MoffettNathanson | 6 | 0% |
| Ben Swinburne | Morgan Stanley | 5 | 0% |
| Tom Yeh | Morgan Stanley | 3 | 0% |
| Bryan Kraft | Deutsche Bank | 2 | 0% |
| Sean Diffely | Morgan Stanley | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Guggenheim | 1 | 13 | 0% |
| Goldman Sachs | 1 | 11 | 0% |
| Morgan Stanley | 3 | 10 | 0% |
| UBS | 1 |
| 10 |
| 0% |
| Bank of America | 1 | 10 | 10% |
| Wells Fargo | 1 | 6 | 17% |
| MoffettNathanson | 1 | 6 | 0% |
| Deutsche Bank | 1 | 2 | 0% |
Revenue of $4 billion declined 8.6% as the Super Bowl comp created a headline drag, but adjusted EPS of $1.32 was up 20% year-over-year on operating leverage and Fox News ad pricing strength. Fox News achieved record Q3 ad revenue, Tubi continued growing double-digits, and the Fox One streaming service exceeded management expectations. Management reiterated its record full-year EBITDA outlook with FIFA World Cup and political cycle catalysts ahead.
Revenue Growth | Competitive Dynamics | Subscriber Growth | Demand | Pricing | Margin | Capital Allocation | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 4 | 3 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 1 | 2 | 4 | 2 | 2 | 2 | 2 | |
| 2025Q3 | 2 | 1 | 1 | 1 | 2 | 3 | 3 | 1 |
| 2025Q4 | 3 | 3 | 2 | 2 | 2 | 1 | 2 | |
| 2026Q1 | 1 | 1 | 3 | 1 | 2 | 3 | 2 | 2 |
| 2026Q2 | 2 | 2 | 3 | 4 | 2 | 2 | 1 | 1 |
| 2026Q3 | 3 | 4 | 2 | 1 | 1 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 1 | 2 | 3 | 1 | 2 | 3 |
| Competitive Dynamics | 3 | 2 | 1 | 3 | 1 | 2 | 4 |
| Subscriber Growth | 2 | 4 | 1 | 3 | 3 | 2 | |
| Demand | 2 | 2 | 1 | 2 | 1 | 4 | 1 |
| Pricing | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
| Margin | 1 | 2 | 3 | 2 | 3 | 2 | |
| Capital Allocation | 1 | 3 | 1 | 2 | 1 | 1 | |
| Capex Investment | 2 | 1 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FOX Fox Corporation (Class B) | 5 | -8.6% | |
| DIS The Walt Disney Company | 7 | +6.5% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| PSKY Paramount Skydance Corp | 6 | +2.2% | |
| TKO TKO Group Holdings | 8 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |