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Fox Corporation (Class B)

FOXintermediary

Fox Corporation is a news and sports media company operating Fox News, Fox Sports, Fox Broadcasting, and the Tubi streaming platform. It was formed after the sale of 21st Century Fox's entertainment assets to Disney.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($14.9B)

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Cable Network Programming (55%)
Television (38%)
Other & Corporate (7%)

Segment Breakdown & Key Customers

Product Details

Fox News Channel40%

24-hour cable news network — highest-rated in US

Fox Sports30%

Sports broadcasting including NFL, MLB, NASCAR, and college sports

Fox Broadcast Network20%

Free-to-air broadcast network and affiliated stations

Tubi10%

Free ad-supported streaming television platform

Macro & Market Context

커뮤니케이션 서비스Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

Alphabet·Meta·Netflix Q1 실적 (2026.04~05)Google I/O AI Search 업데이트 (2026.05)FTC·DOJ Meta·Google 반독점 판결 일정

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AI Analysis

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Company Info

Headquarters

New York, New York, USA

Founded

2019

Employees

11,000+

Sector Overview커뮤니케이션 서비스

Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Key Themes

  • AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
  • Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
  • 스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증

Upcoming Catalysts

  • Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
  • Google I/O AI Search 업데이트 (2026.05)