Skip to content
Optionomics Free · No account needed

Earnings analysis · 10-Q

FOXA earnings analysis

Filed November 2, 2026 · Our reading of the company's report

The latest report

FOX delivered a strong first quarter, with $4.571 billion of revenue and $2.20 of EPS exceeding consensus estimates of $4.279 billion and $2.02, respectively. Adjusted EBITDA rose 54% to $1.641 billion, supported by…

Read full summary

FOX delivered a strong first quarter, with $4.571 billion of revenue and $2.20 of EPS exceeding consensus estimates of $4.279 billion and $2.02, respectively. Adjusted EBITDA rose 54% to $1.641 billion, supported by World Cup, political and digital advertising. The filing provides no quantitative forward guidance, while Item 1A states that there were no material changes to the risk factors in the fiscal 2026 Form 10-K.

Read the original on SEC.gov

Reported figures

Earnings per share
$2.2

What stood out

  • Revenue beat consensus

    First-quarter fiscal 2027 revenue was $4.571 billion, above the $4.279 billion consensus estimate by approximately $292 million, or 6.8%.

  • EPS beat consensus

    Reported EPS was $2.20, exceeding the $2.02 consensus estimate by $0.18, or 8.9%.

  • Adjusted EBITDA surged

    Adjusted EBITDA increased 54% to $1.641 billion, indicating significant operating leverage versus the prior-year quarter.

  • Advertising was a key driver

    Management attributed the quarter’s performance to World Cup, political and digital advertising, which supported advertising growth.

  • Controls remained effective

    The filing states that disclosure controls were effective as of the end of the quarter and that there were no changes in internal control that materially affected, or were reasonably likely to materially affect, financial reporting during the first quarter of fiscal 2027.

Management's outlook

No quantitative revenue or EPS guidance was provided in the filing; management outlook was not disclosed in the supplied 10-Q text.

Earlier filings 1

10-Q · May 11, 2026

Fox Corporation's Q3 2026 results show a significant decline in revenue and net income compared to the previous year, primarily due to a 24% decrease in advertising revenue stemming from the absence of a Super Bowl…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.