Fox Corporation - Ordinary Shares - Class A
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+ FollowMarket Cap$27.24B
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Earnings Call Q1 2027
November 2, 2026 - AI Summary
Major beat / momentum: strong Q1 growth across revenue & EBITDA
- Revenue +22% YoY to ~$4.6B and record EBITDA +54% to ~$1.6B (management called it an “outstanding start”).
- Advertising +47% YoY driven by the FIFA Men’s World Cup broadcast plus political advertising tailwinds and continued Tubi growth.
- Distribution +9% YoY, helped by cable distribution +10% (rates + Fox 1 strength) and improved industry subscriber trends.
Fox 1 subscriber progress is the key “surprising good” driver of distribution
- Management highlighted that Fox 1 exceeded expectations for user engagement and that most adds are incremental:
- ~97% of Fox 1 subscribers are incremental (described as not coming from cable subscribers).
- This helped offset “traditional” pay-TV subscriber declines, contributing to net positive trailing-12-month subscriber growth.
- Caution/seasonality risk: Fox 1 growth may be more seasonal as sports seasons come and go; management said losses in the traditional ecosystem may not be as seasonal—so Fox 1 may not always fully “supplant” declines year-round.
Tubi: unexpectedly strong growth + improving profitability profile
- Tubi revenue +35% YoY and +23% increase in total view time.
- Ongoing opportunity: management credits Tubi’s audience composition (large “coreless/crowded-to-advertisers” demo), scale, and content offering (World Cup hub + 10 new originals + creator ecosystem).
- Margin outlook (investor-relevant): Tubi is expected to become about a ~20% margin business as it matures; EBITDA contribution is already growing (management referenced continued positive EBITDA/EBITDA growth into the quarter).
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$107.65
57.3% upside
Current Fair Value
57.3% upsideUndervalued by 57.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $27.24 Billion |
|---|---|
| Enterprise Value | $30.69 Billion |
| Annual dividend | $0.57 |
| Dividend yield | 0.93% |
| Earnings per Share | $3.97 |
| Beta | 0.62 |
| Outstanding Shares | 421,000,000 |
Return
| Return on Equity | 16.28% |
|---|---|
| Return on Assets | 8.79% |
| Return on Invested Capital | 14.76% |
Valuation & Multiples
| P/E Ratio | 12.76 |
|---|---|
| PEG | 22.21 |
| Price to Sales | 1.63 |
| Price to Book Ratio | 2.36 |
| Enterprise Value to Revenue | 1.71 |
| Enterprise Value to EBIT | 10.06 |
| Enterprise Value to Net Income | 15 |
| Total Debt to Enterprise | 0.26 |
| Debt to Equity | 0.64 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 2, 2026
EPS
$2.54
Est. $1.99Revenue
$4.57 B
Est. $4.32 BNext Earnings Call
Expected Date
February 3, 2027
EPS Estimate
$0.84
Consensus analyst estimateRevenue Estimate
$5.65 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.02, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0219▼ 28.95% |
|---|---|
| Total Calls | 68,500▼ 97.51% |
| Total Puts | 1,500▼ 99.82% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 10.57%▼ 50.05% |
|---|---|
| Total Invested | $2.85B▼ 79.07% |
| Investors Holding | 366▼ 411.00% |
About Fox Corporation
CEO: Lachlan Murdoch
