ESPN and Fox plan to offer their upcoming direct-to-consumer streaming services as a bundle, beginning in October. Both Disney's ESPN — the app shares the same name as the TV network — and Fox's Fox One will launch on Aug. 21, before the start of the college football and NFL seasons.
Fox Corporation (NASDAQ:FOX ) Q4 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Gabrielle Brown - Executive VP & Chief Investor Relations Officer Lachlan Keith Murdoch - Executive Chairman & CEO Steven Silvester Tomsic - Chief Financial Officer Conference Call Participants Benjamin Daniel Swinburne - Morgan Stanley, Research Division Jessica Jean Reif Ehrlich Cohen - BofA Securities, Research Division John Christopher Hodulik - UBS Investment Bank, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Michael C. Morris - Guggenheim Securities, LLC, Research Division Steven Lee Cahall - Wells Fargo Securities, LLC, Research Division Operator Ladies and gentlemen, thank you for standing by.
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The headline numbers for Fox (FOXA) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Fox (FOXA) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.9 per share a year ago.
Fox Corp. advertising momentum in the April-to-June quarter helped it post revenue and earnings above Wall Street expectations. Total revenue of $3.29 billion and earnings per share of $1.57 EPS for the company's fiscal fourth quarter came in well ahead of analysts' consensus forecasts for $3.11 billion and $1.01, respectively.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Fox (FOXA), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
Fox approaches fiscal Q4 results following a 27% revenue surge in fiscal Q3. Fox One streaming launch offsets Super Bowl advertising comparative challenges.
The deal is the latest alliance between a media company and a sports organization.
Fox Corp is a resilient cash cow, leveraging premium brands like Fox News and Fox Sports, with disciplined capital returns. Despite secular headwinds, FOX maintains a solid ROIC above its cost of capital, trades at attractive multiples, and returns excess cash via dividends and buybacks. Upcoming FQ4 results may show stable or improving margins post-Super Bowl, with Tubi growth and cable stability offsetting margin compression risks.
Fox (FOX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Investors with an interest in Broadcast Radio and Television stocks have likely encountered both Fox Corporation (FOX) and Netflix (NFLX). But which of these two stocks presents investors with the better value opportunity right now?