Fox Corporation (FOXA) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript
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SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Fox Corporation (FOXA) Deutsche Bank 34th Annual Media, Internet & Telecom Conference March 9, 2026 8:55 AM EDT Company Participants John Nallen - President & COO Conference Call Participants Bryan Kraft - Deutsche Bank AG, Research Division Presentation Bryan KraftDeutsche Bank AG, Research Division Okay. Welcome, everyone. So we're here with our second fireside chat of the day. So I'm thrilled to introduce John Nallen, who's the Chief Operating Officer of FOX. John, welcome. John NallenPresident & COO Thanks, Bryan. Thanks for having us. Question-and-Answer Session Bryan KraftDeutsche Bank AG, Research Division Maybe just to start off, kind of a high-level question. So despite this being an off-cycle political year, FOX has continued to exhibit very strong results year-to-date. I'll remind people, FOX is on a fiscal year, so we're actually more than halfway through the year now. Revenue has been up versus last year. EBITDA is down a little, but still dramatically up from 2024. Perhaps maybe you could just start off by talking about some of the highlights over the last 12 months that have driven the strong fundamentals. And what are the key areas of focus in the back half of fiscal 2026 and as you head into fiscal 2027? John NallenPresident & COO So a lot to unpack there, but let me go high level and maybe we'll use it to dig down into some of the areas as we talk about. So if I look back for the last 12 months briefly, it's been a very strong period for FOX. FOX News has had incredible rating gains during that period. FOX Sports has had record-breaking revenues led by the NFL, College Football, Baseball. We launched FOX One, which was a big initiative by us. FOX Entertainment has launched 3 big shows that are new to the network that are really promising. And