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FOFOXA

What Fox promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

14 of 17 judged targets kept · 10 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Total company adjusted EBITDA — record for the fiscal yearRecord EBITDA this fiscal yearMar 2026Jun 2026:EBITDA grew 8% to a record $3.9 billion
Call transcript, Jun 2026 · no direct link
Achieved
Political advertising revenue, 2026 midterm election cycleA robust political advertising cycle, with Fox News the primary beneficiary of national political spendDec 2025Jun 2026:we would expect this midterm cycle to beat that record cycle
Call transcript, Jun 2026 · no direct link
Revised Up
FanDuel state-by-state licensing process for the 18.6% optionComplete the licensing process within a yearSep 2024Mar 2026:We are going through, as we talked about before, a licensing process so that we can exercise. But we have 4 years to do that.
Call transcript, Mar 2026 · no direct link
Missed

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Fox’s full ledger

A free account opens 5 company ledgers a month. All 27 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 27 tracked commitments for Fox

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.