Fox 過去の業績
過去 基準チェック /26
Foxは、平均年間5%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間8.9% 4.7%収益成長率で 成長しています。 Foxの自己資本利益率は15.7%であり、純利益率は10.6%です。
主要情報
5.04%
収益成長率
12.58%
EPS成長率
| Media 業界の成長 | 13.17% |
| 収益成長率 | 4.72% |
| 株主資本利益率 | 15.68% |
| ネット・マージン | 10.56% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Apr 29
Fox Corporation: The Market Is Still Missing The Real Value
Summary Fox Corporation is undervalued, with a sum-of-the-parts analysis revealing significant upside versus its current market price. The base case for FOX already works: strong Cable earnings and an underappreciated Tubi support a value above the current share price. FOX’s upside comes from better recognition of Cable and Tubi, with buybacks helping but not driving the core thesis. The stock looks cheap because the market still values FOX as one mixed media company instead of valuing its stronger parts more fairly. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Fox: Not Buying Now But Don't Change The Channel Just Yet, As Audience Grows
Summary Fox Corp. stock gets a hold/neutral rating for my first coverage of this stock, agreeing with today's rating by the Seeking Alpha quant system. Favorable factors are proven audience growth along with US broadcast rights for the 2026 World Cup, low leverage risk, and strong profit margins among peers. For dividend investors, this stock's yield is under 2%. However, a relatively safe dividend payout ratio of 12% is something to consider too. A continued risk of recession according to recent forecasts may cause headwinds for the media sector that depends heavily on ad spending. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Fox: Strong Q2 Earnings Provides Some Optimism
Summary Fox Corporation is a major media player, focusing on live news and sports, and I rate them a cautious Buy rating and $57 price target. Q2 FY2025 results showed strong financial performance, with revenue up 20% and net income nearly tripling, driven by advertising and sports. Key risks include cord-cutting, Tubi's profitability, and fewer macro catalysts (Election, Olympics, Super Bowl) in 2025, likely impacting FOXA's growth and profitability. Despite a stellar 2024, limited upside is expected in 2025; FOXA remains a cautious buy, particularly on dips, due to strong execution and digital pivot. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Fox: Underestimating The Post-Election Upswing
Summary I have been positive on Fox for years, but underestimated the recent upswing, leading to a "Hold" rating despite strong 1Q25 results. Fox's revenue mix, focus on sports and news, and lack of heavy programming costs have insulated it from industry declines. Despite impressive growth and resilience, Fox's reliance on legacy TV and political cycles poses risks, with limited upside at current valuations. I maintain a "Hold" rating at $47/share, seeing Fox as a rotation target with a fair value around $40/share. Read the full article on Seeking AlphaSeeking Alpha • May 31
Fox Corporation: Changes In Media Could Force Significant Losses
Summary The launch of Venu Sports was likely influenced by the recent clash between Charter Communications and Disney, highlighting the need for a backup distribution system in case of contract disputes. The cost of partners to help defray the cost of the service was the exclusion of non-sports channels; secondary for Disney and Warner, but a very serious problem for Fox. Fox News and the NFL contract each represent the entirety of Fox's profit, Fox needs both to go right to make any money. They're increasingly at odds with one another. It may become impossible going forward to protect both, since distribution for the NFL requires sacrificing News and vice versa. The end result of the various legal disputes pertaining to Venu may not be an injunction, but matching flexibility for most linear operators, turning a limited News exclusion into a flood. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Fox Corporation: Value Hiding In Plain Site In The Turbulent Media Sector
Summary Rupert Murdoch's son, Lachlan, has learned from his father's success and is poised to lead Fox into the future. Fox's participation in a potential sports streaming service and its ad revenue from the upcoming presidential elections could boost its earnings. The value of Fox's option to buy 18.8% of FanDuel should be considered when evaluating the company's shares. Read the full article on Seeking AlphaSeeking Alpha • Oct 12
Fox, Innovid enter cross-platform partnership
Fox (NASDAQ:FOX) (NASDAQ:FOXA) has forged a multi-year partnership with online ad-tech company Innovid (NYSE:CTV). The partnership will see Fox tap Innovid to measure cross-platform viewing consumption across its portfolio of news, sports, entertainment, and streaming properties. Fox will use the InnovidXP cross-platform TV measurement solution. The two companies have previously partnered for Fox's free ad-supported streaming service, Tubi. InnovidXP generates cross-platform, deduplicated measurement of audiences and real-time insights for campaign efficiency and effectiveness and ad frequency optimizations.Seeking Alpha • Sep 15
Can You Actually 'Buy' Fox Corporation? Yes, You Can
Summary Communication companies are a bit of my bread and butter. They help people, as the sector name suggests, communicate. I own plenty of Telcos, logistics, and broadcasting companies. In this article, I'm taking a look at Fox Corporation. The company is a US-based broadcasting giant and a favorite of many readers and investors. One reader requested this deep dive. In this article, I will deconstruct Fox Corporation and suggest to you why you might want to take a second look at the company - regardless of your political affiliation.Seeking Alpha • Aug 09
Fox Q4 2022 Earnings Preview
Fox (NASDAQ:FOX) is scheduled to announce Q4 earnings results on Wednesday, August 10th, before market open. The consensus EPS Estimate is $0.74 (+13.8% Y/Y) and the consensus Revenue Estimate is $3.05B (+5.5% Y/Y). Over the last 1 year, FOX has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 10 upward revisions and 6 downward.Seeking Alpha • Jul 29
Paramount Vs. Fox Stock: Which Is The Better Buy?
Fox and Paramount have each transformed themselves into fundamentally different companies, taking completely opposite paths. Both companies have relatively low P/Es, but at 18, Fox's is almost normal. Paramount is at 9.5 on a forward basis and a ridiculous 4 on a trailing basis. Fox is doubling down on pay-TV. Fox's strategy allows it to continue to tap monopoly pay-TV profits, but does at the risk of leaving it severely exposed to pay-TV's collapse. Paramount is doubling down on streaming, and has managed the unique feat of creating a sports portfolio that can profit standalone. It is well diversified and protected from external threats. Fox's profit may be mostly or even entirely stemming from Fox News. This single profit source, combined with the risk of its sports deals in a non-pay-TV setting, make Paramount the better buy. It's amazing what a difference just a few short years makes. For decades, Fox Corporation (FOX) and its predecessors were so akin to Paramount Global (PARA) or more accurately its two predecessors, CBS Corporation and Viacom that to compare them was almost to embody that old saw about six and a half dozen. But since 2018, Fox has sold out of scripted content and Paramount Global has dived headlong into paid streaming. Today, these are two very different companies, even though the market continues to bid them to similar market caps and Enterprise Values. So which one should investors take? Fox and Paramount Key Metrics I want to focus on the operational prospects, so I will just briefly recap here. Fox is currently trading at a trailing P/E of almost 18, with just shy of $22 billion in Enterprise Value. Paramount, meanwhile, trades at a ludicrous trailing P/E of just over 4, although its forward P/E is a slightly less ridiculous 9.5. It's Enterprise Value is at just under $30 billion. Paramount's dividend yield is currently close to 4%, while Fox's is a more pedestrian but respectable 1.5%. General Company Operational Strategies As I said, Fox and Paramount have diverged dramatically. The merger between Fox and Disney left behind a much smaller, leaner Fox Corporation consisting almost entirely of news & sports. Paramount Global, meanwhile, has not only merged with the first broadcast studio to launch a streaming service with a live broadcast signal; it went on to buy a 49% in the Miramax studio and its scripted library while selling non-scripted assets like Simon & Schuster publishing and the CNET Media Group, as well as, reportedly, part of its stake in the CW Network. This is a reflection of their broader strategic postures; Fox is all in on pay-TV and Paramount is rapidly starting to look all out on it, or at least utterly indifferent to its fate. In streaming their postures are almost exactly reversed. Operational Profiles Paramount and Fox take different approaches to each of the key segments of modern televised entertainment: News, Sports, free streaming, paid streaming, and content production Free Streaming So-called FAST (Free Ad-Supported TV) streaming is the one space that Fox and Paramount both seek to continue to occupy. In fact, their respective FAST operations, Tubi and Pluto TV, are probably the first and second place champions in the space - though there's a real argument to be made that Amazon's Freevee sits among them as well. Paramount's Pluto TV is undoubtedly the largest FAST service, just cracking $1 billion in revenue and turning profitable at the end of last year. Fox's Tubi is reported as part of the broadcast operation and doesn't report separately, but it has been showing strong growth as well. Tubi had 25 million active users around the time the deal closed, 33 million at the end of 2020, and had just crossed 50 million at the end of March 2022. Tubi negotiated a deal to penetrate the hotel entertainment sector - where people are sometimes separated from their usual entertainment options - and in its most recent earnings call Fox management reported that time streaming grew by 50% in Y/Y. However, for investors excited by these milestones, this may be somewhat of a red herring. These operations, while significant, are probably not enough to fundamentally move the needle at either company. As I've argued before, traditional media companies almost always lack the detailed customer profiles necessary to target advertisements as precisely as Google or Amazon, who can use search and purchase history to great effect. This means that they often need to run higher ad loads to produce the same revenues, which is a problem because when they're all free FAST services increasingly compete with each other by promising lower ad loads than their competitor. Fox and Paramount certainly do derive a benefit from the fact that these services are showcasing their respective content libraries - though that's more relevant for Paramount than it is for Fox post-Disney merger - but that is more properly a benefit assigned to content production, which we're coming to presently. They could derive those same profits by selling to another FAST service. To profit from operating a FAST as such, you need to be great at advertising targeting, and its unlikely they will ever be better at it than the tech giants. I often get told my media company analysis is incomplete because I don't talk about FAST more, but I give this sector little weight in my deliberations. Paid Streaming Despite their overlap in free streaming, the two companies have adopted very different approaches to the paid streaming market, in the sense that Paramount has one and Fox doesn't. Well, Fox does have Fox Nation, a small $5.99 per month streaming service that doesn't report subscriber figures and offers mostly documentaries without scripted content or any of Fox's sports properties. Those things all remain exclusive to the pay-TV side. Paramount, however, made revamping the old CBS Access and relaunching it as Paramount+ its first order of business after the merger, and has infused the service with not only its own shows, but also licensed content from other studios. Paramount+ elbowed Hulu and Amazon out of the way to sign an exclusive sub licensing deal with the Epix premium channel and hasn't been shy about sending some potential major blockbuster movies straight to Paramount+, though management insists it remains committed to the highly asymmetrical theater system. And of course, the service will become the exclusive home of all Paramount's movie releases as soon as the old contracts expire in 2024. The strategy seems to be working. Paramount+ now generates close to half of streaming advertising revenue, equal to Pluto TV, suggesting that it is becoming a real advertising power in the streaming space where ad spending is projected to grow strongly. Subscriber count grew a whopping 6.8 million in the first quarter while Netflix (NFLX) declined. And this is before international really gets going; the service only launched in the UK and Ireland June 22 and is about to be bundled with joint venture Viacom18 in India, where it just won the highly coveted national cricket rights. News This is the one area where Fox outmuscles Paramount clearly. Paramount does run various local news outlets through its owned-and-operated affiliate stations and a relatively new streaming news network. Fox, however, is the king of cable news. Fox News once again led in total and primetime viewers among all cable networks. It is the highest-grossing cable news network and sometimes draws more viewers than MSNBC and CNN combined. Fox News is so important that Fox management has even made an exception for it to its usual "pay-TV exclusive" rule. A partial one, anyway. The Fox News evening lineup shows - what some call the "opinion lineup" - are now available on Fox Nation the day after they air. The "hard news" daytime shows and live access to the channel remains pay-TV only, for now. But Fox seems to be taking at least some precaution against a sudden collapse of this revenue stream by having everything ready to move to streaming if that becomes necessary. Paramount Global does not break out their operating revenues for news separately, but given their small scale they are highly unlikely to be material. Content production I define this category as producing owned entertainment content, not news content or just broadcasting someone else's games. Fox Fox is more or less out of this category, as getting out of it was the whole point of the Disney deal. Fox did purchase TMZ from WarnerMedia shortly before AT&T sold it to Discovery, so it's dipping its toes back into it, though some would categorize TMZ as news also. Some wouldn't. Fox also purchased MarVista Entertainment, to produce Tubi Originals movies on low budgets that can recoup their costs quickly, a la Hallmark or A&E. Big budget productions are strictly prohibited. Paramount Paramount is one of the most prolific creators of scripted content in the industry. Indeed, once you strip out sports contracts, its $15 billion in annual content spending can go toe-to-toe with most of the major players. Paramount has increasingly eschewed licensing to focus its content production on its own in-house streaming service. This means that its report that it is profitable in its studios becomes a little harder to measure because deriving imputed revenues changes when the subject is basically selling to itself. Sports This is probably the hardest one to pin down, and also where the two companies have adopted such wildly divergent strategies. Unlike in News or scripted, where one company got in and one got out, or free streaming where both are pursuing very similar strategies, sports is the one field where both companies seem to be more or less all in … and couldn't agree less with each other on how to go about it. Paramount Paramount's sports strategy has already been covered by me in (exhaustive) detail in multiple articles, so let me refer you to those and just briefly summarize here: Paramount is all in on streaming sports. Almost all of its major sporting contracts are either fully incorporated into Paramount+ or being phased out to other distributors over the next few years. But unlike too many US media companies, the deals are very reasonable. In fact, they are exceptionally profitable, even on an a la carte basis like streaming will probably create; and they are just about the only ones that are. Fox Fox's sports strategy is more interesting, potentially more lucrative … and considerably more risky. Fox has evinced a willingness to sign sports contracts that can only be profitable inside the traditional bundle. It's $2.3 billion NFL deal is the best example of this, but probably not the only one. Fox is essentially making the inverse bet of Paramount; that as other companies bolt from the bundle and put their sports content on streaming, pay-TV operators will become all the more desperate to retain someone else's sports, and hike their payments to Fox ever higher. This bet is not wrong, exactly; as early as 2017, consumer surveys showed 14% of them only kept cable for live sports, and it was a substantial factor for many more. That has probably only gone up since then as more and more non-sports fans have cut the cord. Fox does indeed have tremendous leverage as long as it sticks to pay-TV, and with the company reporting last quarter 2/3 of its distribution is up for renewal in the next two years, it has a tremendous opportunity to translate leverage into profit. But it does come with a corollary risk. Like its non-evening news lineup, Fox absolutely refuses to stream its sports. That would compromise its strategy. But without streaming, unlike Fox Nation and evening news, it has no ready backup plan if the departure of all the other sports collapses the bundle despite Fox's best efforts. Fox owes $2.3 billion a year on the NFL alone; that is more than its entire profit last year. Major League Baseball, one of Fox Sports 1's major properties, charges Fox $730 million per year. Fox Sports 1 has multiple other expensive sports deals, as well. Summary If Fox revenues do dive down with pay-TV subscriber levels - and Comcast (CMCSA) just announced that the largest US cable company is losing video customers at almost 10% per annum - there may not be time for the company to get a sports streaming service up and running before losses mount catastrophically. Unlike Tubi, such a service has to be capable of broadcasting live to 20 million at once, instead of a couple million on-demand throughout the day. It's a whole other level of performance that you cannot just order up in a week. In exchange for avoiding that risk, however, Paramount is essentially abandoning the bundle before it collapses, foregoing its share of the pay-TV monopoly's profits. Diversification or Specialization? Altogether, Paramount has a broad-based operation, producing scripted content and sports across a range of paid, free and traditional outlets, while Fox has narrowed in like a laser on news and sports through traditional channels. Both of these approaches typically have merit, but there is one final point to be made: in terms of profits, not revenue, Fox takes "concentration" to a whole new level. Fox Revenue Breakdown Consistently, since the Disney deal, Fox has reported that its broadcast division, where Tubi also lives and which accounts for well over half of revenue, has accounted for less than 5% of operating income. In part this is because the summer quarter is when the broadcast division has its lowest costs, owing to the idiosyncrasies of sequencing retransmission fees in the broadcast sector, so this should balance out a little; but not much. When the fiscal year ends June 30, past patterns indicate broadcast probably won't get over 10%. This with almost 60% of the revenue.Seeking Alpha • Jul 21
Fox Nation expands distribution to fuboTV
Fox Nation, the streaming service from Fox News (NASDAQ:FOX) (NASDAQ:FOXA), has expanded distribution to fuboTV (NYSE:FUBO). FuboTV subscribers have the option to add Fox Nation to their account for $5.99 per month. That gets them access to nearly 5,000 hours of original content so far, including next-day access to Fox News prime-time programs as well as original news and opinion programming. The subscribers can access Fox Nation through the fuboTV app on connected TV, mobile and tablet devices, as well as on the Web. “We’re delighted to partner with fuboTV to offer Fox Nation as part of their growing content offering and bring our loyal audience more ways to access the wide variety of signature content that they crave," says Fox Nation president Jason Klarman.Seeking Alpha • Mar 21
Fox Corporation: Fundamentally Appealing
Fox Corporation has experienced attractive growth and robust cash flows in recent years. Though controversial for its news programming, the company is a diverse player that warrants attention. Fundamentally, shares do look cheap enough for investors to take a close look at.Seeking Alpha • Feb 28
Fox Corporation: Diversifying Company Interests Leads To Star Potential
2021 saw Fox Corporation post strong financials, setting a company high in revenue while at the same time increasing their profits. Investment in sports betting has reignited Fox’s future earnings potential, signaling that they are prepared to diversify their interests to streamline revenue. Recently, Fox has had some issues regarding its customer base, as a sharp decline in news media viewership negatively impacted the company. The changing media climate favoring streaming has hurt Fox’s platforms, but they have mitigated this by maintaining a healthy cash flow while minimizing payouts.収支内訳
収支内訳
Fox の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 16,201 | 1,711 | 2,330 | 0 |
| 31 Dec 25 | 16,578 | 1,891 | 2,335 | 0 |
| 30 Sep 25 | 16,474 | 2,035 | 2,265 | 0 |
| 30 Jun 25 | 16,300 | 2,263 | 2,178 | 0 |
| 31 Mar 25 | 16,105 | 1,865 | 2,143 | 0 |
| 31 Dec 24 | 15,181 | 2,185 | 2,102 | 0 |
| 30 Sep 24 | 14,337 | 1,921 | 2,072 | 0 |
| 30 Jun 24 | 13,980 | 1,501 | 2,050 | 0 |
| 31 Mar 24 | 13,920 | 1,557 | 2,041 | 0 |
| 31 Dec 23 | 14,557 | 837 | 2,059 | 0 |
| 30 Sep 23 | 14,928 | 1,041 | 2,114 | 0 |
| 30 Jun 23 | 14,913 | 1,239 | 2,082 | 0 |
| 31 Mar 23 | 14,914 | 1,170 | 2,095 | 0 |
| 31 Dec 22 | 14,285 | 1,507 | 2,052 | 0 |
| 30 Sep 22 | 14,121 | 1,109 | 1,970 | 0 |
| 30 Jun 22 | 13,974 | 1,205 | 1,937 | 0 |
| 31 Mar 22 | 13,831 | 1,152 | 1,937 | 0 |
| 31 Dec 21 | 13,591 | 1,436 | 1,889 | 0 |
| 30 Sep 21 | 13,237 | 1,745 | 1,863 | 0 |
| 30 Jun 21 | 12,909 | 2,150 | 1,836 | 0 |
| 31 Mar 21 | 12,437 | 2,019 | 1,761 | 0 |
| 31 Dec 20 | 12,662 | 1,530 | 1,788 | 0 |
| 30 Sep 20 | 12,353 | 1,606 | 1,777 | 0 |
| 30 Jun 20 | 12,303 | 999 | 1,758 | 0 |
| 31 Mar 20 | 12,398 | 1,331 | 1,702 | 0 |
| 31 Dec 19 | 11,710 | 1,782 | 1,574 | 0 |
| 30 Sep 19 | 11,515 | 1,490 | 1,472 | 0 |
| 30 Jun 19 | 11,389 | 1,595 | 1,419 | 0 |
| 31 Mar 19 | 11,270 | 1,612 | 1,279 | 0 |
| 31 Dec 18 | 10,981 | 1,540 | 1,268 | 0 |
| 30 Sep 18 | 10,506 | 2,401 | 1,298 | 0 |
| 30 Jun 18 | 10,153 | 2,187 | 1,262 | 0 |
| 30 Jun 17 | 9,921 | 1,372 | 1,117 | 0 |
| 30 Jun 16 | 8,894 | 1,072 | 1,257 | 0 |
質の高い収益: FOXは 高品質の収益 を持っています。
利益率の向上: FOXの現在の純利益率 (10.6%)は、昨年(11.6%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: FOXの収益は過去 5 年間で年間5%増加しました。
成長の加速: FOXは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: FOXは過去 1 年間で収益成長率がマイナス ( -8.3% ) となったため、 Media業界平均 ( 1.1% ) と比較することが困難です。
株主資本利益率
高いROE: FOXの 自己資本利益率 ( 15.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/14 06:51 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Fox Corporation 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32
| アナリスト | 機関 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |