| FOX |
Report |
Total revenue |
BEAT |
pred ~$3.70B vs. cons $3.647B |
MEDIUM |
| FOX |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.03B vs. cons $1.002B |
MEDIUM |
| FOX |
Report |
Operating diluted EPS |
BEAT |
pred ~$1.43 vs. cons $1.390 |
MEDIUM |
| FOX |
Guide |
FY26 adjusted EBITDA / record EBITDA |
BETTER |
guide: reaffirmed record EBITDA; implied ~$3.74B vs. cons $3.713B |
MEDIUM |
| FOX |
Guide |
FY26 digital investment |
LOWER |
guide: comfortably inside $290M prior-year level; consensus UNVERIFIED |
LOW |
| FOX |
Guide |
FY27 Television distribution |
UNCHANGED |
guide: return to growth; standalone consensus UNVERIFIED |
LOW |
| FOX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| FOX |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest estimate uplift and de-risked setup |
MEDIUM |