FOXA · Full Picture

Fox Corp — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Capital Return Program · Buybacks & dividendsPriority 75
    -12.8% cash; 2 sources (news, press_release); 1 forward row(s); quote_verified
    As of June 30, 2026, the Company has cumulatively repurchased approximately $6.7 billion of Class A common stock and approximately $1.9 billion of Class B common stock, with a remaining authorization of $3.4 billion.
  2. Segment Revenue Performance · Revenue growth & mixPriority 74
    +36.4% revenue (realized); 2 sources (news, press_release); quote_verified
    Total revenue for the fiscal fourth quarter increased 28% year-over-year to $4.21 billion.
  3. Segment Profitability · Operating income & profitabilityPriority 70
    +22.3% operating_income (realized); quote_verified
    Television quarterly segment EBITDA: $705 million (up from $308 million prior year quarter).
  4. Advertising Demand Trends · Demand, orders & backlogPriority 68
    +17.9% revenue (realized); 2 sources (news, press_release); quote_verified
    Television quarterly advertising revenue: $1,455 million, an increase of $755 million or 108% year-over-year.
  5. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 65
    2 sources (news, press_release); 1 forward row(s); quote_verified
    Company announced the acquisition of Roku.
  6. Liquidity and Debt Position · UnclassifiedPriority 63
    -11.1% cash (realized); quote_verified
    Net cash provided by operating activities for the twelve months ended June 30, 2026: $1,970 million (down from $3,324 million prior year).
  7. Roku Acquisition · M&A and divestituresPriority 62
    2 forward row(s); quote_verified
    On June 15, 2026, Fox Corporation and Roku announced a definitive agreement under which FOX will acquire Roku.
  8. Operating Expense Trends · Operating expenses (SG&A)Priority 56
    quote_verified
    Company noted costs associated with the launch of FOX One contributed to higher expenses affecting quarterly and full year results.
  9. Sports Content Demand · Demand, orders & backlogPriority 43
    quote_verified
    Company stated higher expenses were primarily due to higher sports programming rights amortization and production costs led by the current year broadcast of the World Cup.
  10. Capital Expenditures · Capital expenditurePriority 39
    -2.2% cash (realized); quote_verified
    Property and equipment purchases (cash used in investing activities) for the twelve months ended June 30, 2026: $502 million.
  11. Dividend Increase · Buybacks & dividendsPriority 36
    2 forward row(s); quote_verified
    Board authorized an increase in the semi-annual dividend and declared a dividend of $0.29 per Class A and Class B share payable on September 23, 2026 with record date September 02, 2026.
  12. FOX One Streaming Launch · UnclassifiedPriority 32
    quote_verified
    Company announced it 'successfully launched' FOX One in fiscal 2026.

Threads by pillar

Revenue & Demand Priority 78 · 4 threads

Costs & Margins Priority 74 · 3 threads

Capital & Balance Sheet Priority 79 · 3 threads

Strategy & Portfolio Priority 70 · 3 threads

Guidance & Outlook Priority 30 · 1 thread

Unclassified Priority 68 · 4 threads

Expected impact by metric

metricforward netforward grossrealized
cash-12.8%+12.8%-33.0%
assets——-3.2%
operating_income——+35.1%
revenue——+54.3%
liability——-0.0%