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Edge15 May 2026
TOMRA: Closing the Loop
The story of TOMRA: from reverse vending machine pioneer to global technology for deposit systems, recycling, and resource optimization.
Fox
Fox (FOXA) investor relations material
Fox MoffettNathanson's 2026 Media, Internet & Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.MoffettNathanson's 2026 Media, Internet & Communications Conference summary13 May, 2026
Strategic positioning and focus
Emphasis on live news, live sports, and AVOD with Tubi, driving focus and momentum.
Strong ratings gains across news and sports, with upcoming events like the World Cup and elections expected to boost performance.
Pristine balance sheet provides flexibility for shareholder returns and selective M&A.
Organic investments in digital initiatives and disciplined approach to acquisitions, seeking alignment with core strengths.
No major acquisition yet, but ongoing search for opportunities that fit strategic objectives.
Sports rights and platform strategy
Monetization of increased sports rights costs through advertising and distribution revenues.
Recent addition of two new national NFL windows, accretive to EBITDA.
Tubi used for marketing and brand awareness by simulcasting select sports, not as a primary sports platform.
FOX One leverages sports for subscriber acquisition and retention, with indirect benefits to rights decisions.
News and digital engagement
FOX News maintains leading cable and digital presence, with strong ratings and audience engagement.
YouTube channel attracts a younger audience, driving cross-platform engagement and expanding reach.
No strategic pivot in response to new competition; focus remains on core strengths.
Offsetting higher NFL rights costs
Long-term EBITDA margin targets for Tubi
Outlook on linear subscriber erosion trends
Monetization plan for increased NFL rights fees
Tubi's long-term EBITDA margin targets
FOX One's role in mitigating subscriber churn
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Latest events from Fox
- Adjusted EBITDA up 11% to $954M despite lower revenue, driven by cost controls and digital growth.FOXA
Q3 202613 May 2026 - Revenue up 2% to $5.18B, net income down, Tubi surges, $1.8B buybacks, $0.28 dividend.FOXAQ2 202617 Apr 2026
- Tubi's profitability, FOX One's growth, and robust ad trends highlight strong momentum.FOXA34th Annual Media, Internet & Telecom Conference9 Mar 2026
- Strong growth in news, sports, and digital platforms drives record results and future confidence.FOXAMorgan Stanley Technology, Media & Telecom Conference 20262 Mar 2026
- FY24 net income rose to $1.55B, Tubi led digital growth, and dividend increased.FOXAQ4 20242 Feb 2026
- Live news and sports focus, digital growth, and strong ad trends drive robust financial outlook.FOXAGoldman Sachs Communacopia + Technology Conference 202421 Jan 2026
- Revenue up 11% to $3.56B, net income doubled, and EBITDA rose 21% on political ads and Tubi.FOXAQ1 202517 Jan 2026
- Leadership in news, sports, and digital drives growth, with Tubi and sports rights as key assets.FOXAUBS Global Media & Communications Conference11 Jan 2026
- Revenue up 20% and adjusted EBITDA more than doubled, with Venu Sports discontinued.FOXAQ2 20259 Jan 2026
Next Fox earnings date
Q4 20264 Aug, 2026
Fox
Next Fox earnings date
Q4 20264 Aug, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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