| FOX |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.04B vs. cons $1.00B |
MEDIUM |
| FOX |
Report |
Adjusted EPS |
BEAT |
pred ~$1.29 vs. cons $1.20 |
MEDIUM |
| FOX |
Report |
Total revenue |
BEAT |
pred ~$3.61B vs. cons $3.54B |
MEDIUM |
| FOX |
Guide |
Fiscal 2027 Television distribution-revenue growth |
UNCHANGED |
guide ~2.0% vs. cons 2.0% (fiscal 2027) |
MEDIUM |
| FOX |
Guide |
FIFA World Cup adjusted-EBITDA contribution |
LOWER |
guide ~$230M vs. cons $260M (fiscal 2027 Q1) |
LOW |
| FOX |
Guide |
Roku transaction net leverage at close |
UNCHANGED |
guide ~2.9x vs. cons 2.9x (first half calendar 2027 close) |
MEDIUM |
| FOX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| FOX |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A Q4 EBITDA/EPS beat and record fiscal-year EBITDA should support an initial ~1.8% residual move, but a modestly softer implied fiscal-2027 Q1 World Cup EBITDA outlook (~$230M vs. ~$260M) and unchanged ~2.9x close leverage leave out-period estimates vulnerable to small cuts; the Roku financing and integration overhang should limit follow-through. |
MEDIUM |