Fox Corporation (FOXA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.14K Followers Follow Fox Corporation ( FOXA ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 4:45 PM EDT Company Participants John Nallen - President & COO Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Goldman Sachs Group, Inc., Research Division Good afternoon, everybody. Welcome to the FOX fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng, and I cover FOX and media cable telecom here at Goldman. As a disclaimer, we won't be discussing the pending Roku transaction. With that out of the way, I have the wonderful privilege of introducing John Nallen, who's the President and COO at FOX. First and foremost, thank you so much for being here, John. It's an absolute pleasure. John Nallen President & COO Thanks, Mike. Thanks for having us all. Question-and-Answer Session Michael Ng Goldman Sachs Group, Inc., Research Division Great. To kick things off, we can talk a little bit about a big picture strategy question. FOX is entering fiscal '27 off of what has been a record year in fiscal '26, the launch of FOX One, Tubi reaching profitability, incredible underlying momentum at FOX News, the World Cup. So to kick things off, I was just wondering if you could talk about your key strategic priorities as we go into next year. John Nallen President & COO So maybe if I can do it in the lens of what we achieved in '26 and what we're looking forward to in '27. And despite your admonition, I will comment on Roku. But looking at '26, you're right. It was a record year across the board. We grew EBITDA 8% hit $3.9 billion. We've talked about strategic priorities. We launched FOX One, had an incredible World Cup. The news cycle was extraordinarily active. The Entertainment division that we don't talk a lot about, had great rating success. And Tubi, another strategic