10-QPeriod: Q1 FY2026

Fox Corp Quarterly Report for Q1 Ended Sep 30, 2025

Filed October 30, 2025For Securities:FOXAFOX

Summary

Fox Corporation reported a notable increase in total revenues for the three months ended September 30, 2025, up 5% to $3.74 billion, driven by strong performance in both its Cable Network Programming and Television segments. While top-line growth was positive, net income attributable to stockholders saw a significant decline of 28% to $599 million, primarily due to a change in the fair value of equity investments and increased operating expenses, particularly in selling, general, and administrative costs related to the launch of its new direct-to-consumer service, FOX One. The Cable Network Programming segment demonstrated a 4% revenue increase, with Segment EBITDA rising 7%. The Television segment also saw a 5% revenue boost and a 7% increase in Segment EBITDA, with continued digital growth from Tubi and strong NFL advertising performance contributing significantly. However, the Corporate and Other segment experienced an 86% decline in Segment EBITDA, largely attributed to the substantial costs associated with the FOX One launch. Despite the reported net income decrease, the company maintained a solid liquidity position with $4.4 billion in cash and cash equivalents and an undrawn $1.0 billion revolving credit facility.

Financial Statements
Beta
Revenue$3.74B
SG&A Expenses$589.00M
Net Income$599.00M
EPS (Basic)$1.34
EPS (Diluted)$1.32
Shares Outstanding (Basic)447.00M
Shares Outstanding (Diluted)455.00M

Key Highlights

  • 1Total revenues increased by 5% to $3.74 billion for the quarter ended September 30, 2025, compared to the prior year period.
  • 2Net income attributable to Fox Corporation stockholders decreased by 28% to $599 million, largely impacted by a change in fair value of equity investments.
  • 3Cable Network Programming segment revenues grew 4% and Segment EBITDA increased 7%, driven by higher distribution and advertising revenues.
  • 4Television segment revenues rose 5% and Segment EBITDA grew 7%, supported by strong digital advertising from Tubi and NFL advertising.
  • 5Corporate and Other Segment EBITDA significantly decreased by 86% due to costs associated with the launch of FOX One, a new DTC service.
  • 6Selling, general, and administrative expenses increased by 17% primarily due to marketing costs for FOX One and higher employee costs.
  • 7The company ended the quarter with $4.4 billion in cash and cash equivalents and an undrawn $1.0 billion revolving credit facility, indicating strong liquidity.

Frequently Asked Questions

Total revenues increased by 5% to $3.74 billion primarily due to higher distribution, advertising, and content and other revenues. Key drivers included growth in the Cable Network Programming and Television segments, with contributions from Tubi's digital advertising and strong sports programming performance.

Net income attributable to Fox Corporation stockholders decreased by 28% to $599 million mainly due to a significant negative impact from a change in the fair value of the Company's investments in equity securities. Additionally, operating expenses, particularly selling, general, and administrative expenses, increased substantially.

The launch of FOX One, the new direct-to-consumer subscription streaming service, contributed to a significant increase in selling, general, and administrative expenses due to marketing and promotional costs. This led to a substantial decrease in the Corporate and Other segment's EBITDA, although revenue from the service partially offset these costs.

Fox Corporation maintains a strong liquidity position, ending the quarter with approximately $4.4 billion in cash and cash equivalents. Additionally, the company has an undrawn $1.0 billion unsecured revolving credit facility, indicating ample financial flexibility to meet its obligations and pursue strategic initiatives.