Stock Markets August 6, 2026 08:31 AM

Fox Corp. Tops Q4 Revenue and Earnings Estimates as World Cup Ads Lift Sales

Advertising surge tied to FIFA Men’s World Cup and digital growth at Tubi drives outperformance; Roku acquisition announced in June remains a strategic pivot to streaming

By Nina Shah
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FOXA ROKU

Aug 6 - Fox Corp. reported fourth-quarter revenue and adjusted earnings per share above Wall Street estimates, driven largely by a surge in advertising linked to its broadcast of the FIFA Men’s World Cup and continued digital expansion at its ad-supported streaming service Tubi. The company also reiterated a strategic move into connected-TV streaming with a June announcement to acquire Roku.

Fox Corp. Tops Q4 Revenue and Earnings Estimates as World Cup Ads Lift Sales
FOXA ROKU
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Key Points

  • Fox reported fourth-quarter revenue of $4.21 billion versus the LSEG analysts' average estimate of $3.64 billion.
  • Advertising revenue rose 78% to $1.92 billion, driven by the FIFA Men’s World Cup broadcast and digital growth at Tubi; the Spain-Argentina final drew 63 million U.S. viewers.
  • Fox announced in June a cash-and-stock deal to acquire Roku valued at about $22 billion as part of a strategy to expand streaming on internet-connected TVs and reduce reliance on traditional cable.

Aug 6 - Fox Corp. reported fourth-quarter results that exceeded analysts' forecasts, with both revenue and adjusted earnings per share beating consensus as advertising demand climbed during a busy news and sports cycle. Shares of the company rose 2.3% in premarket trading following the report.

The company posted revenue of $4.21 billion, outpacing the analysts' average estimate of $3.64 billion compiled by LSEG. Adjusted earnings per share came in at $1.79, topping the consensus estimate of $1.42.

Fox said advertising revenue jumped 78% to $1.92 billion. Management attributed that surge to the company's broadcast of the FIFA Men’s World Cup and the ongoing digital traction at its ad-supported streaming platform, Tubi. The Spain-Argentina final drew 63 million viewers in the United States, the company noted, and Fox held exclusive English-language U.S. broadcast rights for the 2026 FIFA World Cup while NBCUniversal’s Telemundo had the Spanish-language rights.

In a statement accompanying the results, CEO Lachlan Murdoch said, "Fiscal 2026 was an exceptional year for Fox, capped by our broadcast of a remarkable FIFA Men’s World Cup." The company highlighted a portfolio that includes Fox News, Fox Sports, Tubi, and the subscription streaming service Fox One.

Separately, Fox confirmed its June announcement that it would acquire Roku in a cash-and-stock transaction valued at about $22 billion. The company framed the deal as a step to deepen its footprint in streaming on internet-connected televisions and to reduce reliance on traditional cable television, whose audience has been shrinking for years.


Context and business lines

Fox's results were driven by advertising and digital streaming growth. The company cited both the World Cup broadcast and Tubi's digital momentum as primary contributors to the advertising revenue increase. The Roku transaction announced in June was presented as part of Fox's strategy to accelerate its streaming presence on connected TVs.

Market reaction

Investors reacted positively in premarket trading, sending shares higher by 2.3% after the beats in revenue and earnings.


Note on limitations

The company reported the figures and drivers above; the report does not provide further detail in this release about the sustainability of event-driven advertising gains or the timing and terms for closing the Roku transaction beyond the June announcement.

Risks

  • The company noted that traditional cable television audiences have been shrinking for years - a structural challenge for legacy distribution and related ad revenue.
  • A large portion of the quarter's advertising strength was tied to the broadcast of the FIFA Men’s World Cup and digital growth at Tubi; the report does not state whether such event-driven gains will recur.
  • The June announcement to acquire Roku represents a major strategic shift into connected-TV streaming; details about integration, execution, and timing beyond the announcement are not provided in this release.

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