NASDAQ$FOXA

Fox Corp · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Fox's financial performance increased, driven by revenue growth in the Television and Cable Network Programming segments.

Fox Corporation reported an 8% increase in total quarterly revenues, reaching $4.09 billion, driven by growth in the Television and Cable Network Programming segments. Net income was $230 million, with earnings per share of $0.37. Adjusted EBITDA increased by 17% to $305 million.

  • Total quarterly revenues increased by 8% to $4.09 billion, driven by revenue growth in the Television and Cable Network Programming segments.
  • Advertising revenues increased by 14%, primarily due to record political advertising revenues at FOX Television Stations, continued linear and digital growth at FOX News Media, and the consolidation of Tubi.
  • Affiliate revenues increased by 6%, led by growth at the Television segment.
  • Adjusted EBITDA increased by 17% to $305 million, led by higher contributions at the Television and Cable Network Programming segments.

Headline financials

Total Revenue

$4.09B

Previous: $3.78B+8.2%
EPS (adj)

$0.16

Previous: $0.10+60.0%
Adjusted EBITDA

$305M

Previous: $261M+16.9%
Capital Expenditures

-$242M

Previous: -$110M-120.0%
Free Cash Flow

-$5M

Previous: -$366M+98.6%
Net Income

$230M

Previous: $314M-26.8%
Operating Income

$299M

Previous: $256M+16.8%
Gross Profit

$741M

Previous: $687M+7.9%
Cash & Equivalents

$4.5B

Previous: $1.99B+126.1%
Total Assets

$22.8B

Previous: $20.5B+11.3%
Stock-Based Comp

$44M

Previous: $38M+15.8%

Revenue & EPS history

Fox · Revenue · Quarterly

$4.09B

Q2 2021+8.2%vs Q2 2020
Beat estimate in 1 of 3 quarters(33%)
ActualEstimate

Revenue by segment

Fox · $4.04B total across 2 segments · Q2 2021

  • Television
    $2.56B+12.8%
  • Cable Network Programming
    $1.49B+1.3%

Forward guidance

Management anticipates a return to normal entertainment and sports production schedules and is grateful to colleagues and business partners who have ensured viewers are informed and engaged during the pandemic.

Headwinds

  • Weak economic conditions and increased volatility in financial markets pose risks.
  • The COVID-19 pandemic has caused some advertisers to reduce spending, which could further impact advertising expenditures.
  • Changes in consumer behavior, such as canceling multi-channel video subscriptions, could adversely affect affiliate fee and advertising revenues.
  • Potential for additional content disruptions in the future due to COVID-19, which could materially affect advertising and affiliate fee revenues.
  • Shifting sports schedules may negatively impact the ability to attract viewers and advertisers to sports and entertainment programming.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+0.7%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+2.6%

Avg return

30 days after

57%

29 / 51 earnings

Positive

+7.6%

Q1 2026

Best reaction

-13.0%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.6%+3.0%+7.0%
Q2 2026-0.7%-10.6%-14.9%
Q1 2026+7.6%+6.1%+7.7%
Q3 2025+4.4%+11.6%+8.8%
Q2 2025+4.8%+1.6%+6.6%
Q1 2025+4.6%+6.5%+10.6%
Q4 2024+7.4%+8.2%+11.2%
Q3 2024+3.2%+2.7%+5.5%
Q2 2024-9.3%-3.7%-8.7%
Q1 2024+5.1%+1.6%-0.9%
Q4 2023+4.5%+4.6%-6.7%
Q3 2023-3.1%-4.5%+5.2%
Q2 2023+4.4%+4.8%-2.7%
Q1 2023+3.6%+3.4%+11.2%
Q4 2022+7.4%+7.8%+2.3%
Q3 2022-0.0%+1.8%+0.8%
Q2 2022+7.2%+4.5%-3.7%
Q1 2022-0.7%-2.5%-13.4%
Q4 2021+4.5%+4.2%+5.3%
Q3 2021+2.5%+5.7%+1.2%
Q2 2021-3.3%-0.3%+28.0%
Q1 2021-5.4%-5.3%+10.7%
Q4 2020-5.3%-6.4%+3.8%
Q3 2020+4.9%+6.5%+28.0%
Q2 2020-2.4%-1.9%-24.2%
Q1 2020+6.5%+6.6%+7.9%
Q4 2019-3.8%-4.1%-6.1%
Q3 2019+3.5%+1.9%-8.7%
Q2 2019+0.3%
Q1 2019+1.5%
Q4 2018+0.0%
Q3 2018+0.0%
Q2 2018-6.4%
Q1 2018+4.0%
Q4 2017-0.9%
Q3 2017+1.3%
Q2 2017-3.0%
Q1 2017+5.1%
Q4 2016-3.1%
Q3 2016+0.4%
Q2 2016-3.3%
Q1 2016-5.1%
Q4 2015-13.0%
Q3 2015-2.6%
Q2 2015-4.6%
Q1 2015+0.9%
Q4 2014+6.6%
Q3 2014+5.7%
Q2 2014+1.3%
Q1 2014-0.8%
Q4 2013+1.4%
Q3 2013

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