Fox publishes transcript of March 9, 2026 fireside chat with COO John Nallen

Fox Corporation Class A

Fox Corporation Class A

FOXA

0.00
  • Fox transcript covered March 9, 2026 fireside chat attended by COO John Nallen, interviewed by Bryan Kraft.
  • Nallen flagged continued momentum into back half of fiscal 2026, citing strong FOX News ratings, record FOX Sports revenue, improving pay-TV subscriber trends, FOX One launch, expanding Tubi engagement.
  • Subscriber declines improved for seven straight quarters, with December-quarter down 6.3% excluding FOX One; Nallen expects further help as “skinny bundle” offerings scale.
  • FOX News underprices broadcast by about 50% in comparable dayparts; Nallen cited high single-digit national rate increases, seven straight quarters of FOX News revenue growth, rising blue-chip advertiser participation.
  • Nallen projected record midterm political ad spending, citing estimates above USD 11 billion; he positioned local stations as primary beneficiary, with Tubi gaining from cordless audiences, while FOX News benefits indirectly via ratings.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Fox Corporation published the original content used to generate this news brief on May 11, 2026, and is solely responsible for the information contained therein.

This page is machine-translated. Sahm tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation. *Disclaimer: The above content only represents the author's personal position and opinion and does not represent any position of Sahm Capital Financial Company and Sahm cannot confirm the authenticity, accuracy, and originality of the above content. Investors should consider the risks of investment products in light of their circumstances before making any investment decisions. When necessary, please consult a professional investment advisor. Sahm does not provide any investment advice, nor does it make any commitments and guarantees.