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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Morris | Guggenheim | 14 questions · 7% challenging |
| Mike Ng | Goldman Sachs | 12 questions · 0% challenging |
| John Hodulik | UBS | 11 questions · 0% challenging |
| Jessica Reif Ehrlich | Bank of America | 10 questions · 10% challenging |
| Steve Cahall | Wells Fargo | 6 questions · 17% challenging |
| Robert Fishman | MoffettNathanson | 6 questions · 33% challenging |
| Ben Swinburne | Morgan Stanley | 5 questions · 20% challenging |
| Sean Diffley | Morgan Stanley | 3 questions · 0% challenging |
| Thomas Yeh | Morgan Stanley | 3 questions · 0% challenging |
| Bryan Kraft | Deutsche Bank | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Guggenheim | 1 analyst | 14 questions · 7% challenging |
| Goldman Sachs | 1 analyst | 12 questions · 0% challenging |
| Morgan Stanley | 3 analysts | 11 questions · 9% challenging |
| UBS | 1 analyst | 11 questions · 0% challenging |
| Bank of America | 1 analyst | 10 questions · 10% challenging |
| Wells Fargo | 1 analyst | 6 questions · 17% challenging |
| MoffettNathanson | 1 analyst | 6 questions · 33% challenging |
| Deutsche Bank | 1 analyst | 2 questions · 0% challenging |
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 | Margin | Demand | Pricing | Capital Allocation | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 4 | 3 | 2 | 1 | 2 | 2 | 1 | |
| 2025Q2 | 1 | 2 | 4 | 2 | 2 | 2 | 2 | |
| 2025Q3 | 2 | 1 | 1 | 3 | 1 | 2 | 3 | 1 |
| 2025Q4 | 3 | 3 | 2 | 2 | 2 | 1 | 2 | |
| 2026Q1 | 1 | 1 | 3 | 3 | 1 | 2 | 2 | 2 |
| 2026Q2 | 2 | 2 | 3 | 2 | 4 | 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 | |
| Margin | 1 | 2 | 3 | 2 | 3 | 2 | |
| Demand | 2 | 2 | 1 | 2 | 1 | 4 | 1 |
| Pricing | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
| Capital Allocation | 1 | 3 | 1 | 2 | 1 | 1 | |
| Capex Investment | 2 | 1 | 2 | 2 | 1 | 1 |
What FOX and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we remain bullish on FanDuel. We retain our 2.5% option in Flutter -- sorry, 2.5% equity stake in Flutter and our 18.6% option in FanDuel.”
Fox reaffirms a bullish stance on its sports-betting investments, holding a 2.5% equity stake in Flutter and an 18.6% option in FanDuel.
“The NFL has been a key partner with Fox for more than 30 years in what is a mutually beneficial relationship.”
Fox frames the NFL as a longstanding, mutually beneficial content-rights partner and just acquired two additional NFL games, underscoring the league's central role in Fox's programming.
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Calendar quarter Q1 2026Earnings call May 11, 2026
FY2026 Q3 in brief
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.
Newest quarter FY2026 Q4 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Fox Corporation (Class B) (FOX), FY2026 Q3: 5/10. Scores: Fox Corporation (Class B)’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: FOX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY -8.63% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2025 Q1 | $3.56B | +11.1% | $1.78 | +117.1% | 23.2% | $94M |
| FY2025 Q2 | $5.08B | +19.9% | $0.81 | +252.2% | 7.3% | $-436M |
| FY2025 Q3 | $4.37B | +26.8% | $0.75 | -46.4% | 7.9% | $1.94B |
| FY2025 Q4 | $3.29B | +6.3% | $1.57 | +130.9% | 21.8% | $1.39B |
| FY2026 Q1 | $3.74B | +4.9% | $1.32 | -25.8% | 16.0% | $-234M |
| FY2026 Q2 | $5.18B | +2.0% | $0.52 | -35.8% | 4.4% | $-565M |
| FY2026 Q3Selected | $3.99B | -8.6% | $0.38 | -49.3% | 4.2% | $1.77B |
| FY2026 Q4 | $4.21B | +28.1% | $1.60 | +1.9% | 16.4% | $2.63B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FOX Fox Corporation (Class B) | 5 | -8.6% | |
| AMC AMC Entertainment Holdings, Inc. | · | n/a | |
| DIS The Walt Disney Company | 6 | +6.5% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| ROKU Roku, Inc. | 9 | +22.4% | |
| SKYD Skydance Corporation | 6 | +2.2% | |
| TKO TKO Group Holdings | 7 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -1.0% |