Fox publishes transcript of Goldman Sachs Communacopia + Technology Conference 2026 fireside chat
FOXA•Roku deal timing and regulatory review
The Roku deal remained the top focus; the DOJ issued a second request; and the closing timeline remained unchanged for the first half of calendar 2027.
Fiscal 2026 performance and Tubi growth
Fiscal 2026 EBITDA rose 8% to USD 3.9 billion. Tubi posted 35% Q4 revenue growth and stayed on pace in Q1.
FOX One sign-ups and midterm ad spend outlook
FOX One drew 97% of sign-ups from non-pay-TV homes, while 3% came from pay-TV. The 3 million to 5 million target remained unchanged.
Midterm ad spend is forecast at USD 11.5 billion to USD 11.6 billion. Fox expects a record cycle, with stations and Tubi among the key beneficiaries.
Conference fireside chat and fiscal 2027 priorities
At Goldman Sachs Communacopia + Technology Conference 2026, Fox President and COO John Nallen outlined priorities for fiscal 2027.
