| FOX |
Report |
Total Revenue (Q4 FY2026) |
BEAT |
pred ~$3.75B vs. cons $3.647B |
MEDIUM |
| FOX |
Report |
Adjusted EBITDA (Q4 FY2026) |
BEAT |
pred ~$1.050B vs. cons $1.002B |
MEDIUM |
| FOX |
Report |
Tubi Revenue (Q4 FY2026) |
BEAT |
pred ~$370M vs. cons $359M |
MEDIUM |
| FOX |
Guide |
Advertising Revenue (FY2027) |
BETTER |
guide ~$7.4B+ vs. cons $7.243B |
MEDIUM |
| FOX |
Guide |
Distribution Revenue (FY2027) |
UNCHANGED |
guide in-line vs. cons $8.222B |
HIGH |
| FOX |
Guide |
Adj. EBITDA (FY2027, standalone pre-Roku) |
UNCHANGED |
guide in-line vs. cons $3.965B |
MEDIUM |
| FOX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| FOX |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side raises FY2027 estimates on World Cup + midterm political commentary; Roku deal overhang limits upside but is partially priced in |
MEDIUM |