Earnings Recaps
May 06, 2020

FOX Corp: 2020 Q1 Earnings

Fox Has Seen Local Advertising Revenue Evaporate Despite Viewership Gains For News Programming

Earnings Recaps
February 06, 2020

FOX Corp.: 2019 Q4 Earnings

FOX Is Turning Its Attention To The Presidential Election Cycle After Record Revenues From The Super Bowl

Conference Takeaways
December 12, 2019

UBS 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Comcast, Fox, Netflix, New York Times, T-Mobile, Verizon, ViacomCBS, WWE

Earnings Recaps
November 07, 2019

FOX Corp: 2019 Q3 Earnings

FOX Is Revamping Their Digital Assets To Build A Unified Platform That Complements The Linear Networks

Conference Takeaways
September 18, 2019

Goldman Sachs 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, IMAX, Lionsgate, Live Nation, SiriusXM, Snapchat, Spotify, Take-Two, T-Mobile, Verizon, Viacom, Zynga

Conference Takeaways
September 11, 2019

Bank of America 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Entertainment, AT&T, CBS, Charter, Discovery, Fox, IMAX, Lionsgate, NBC Universal, Roku, SiriusXM, Twitter, Verizon, Viacom

Chart of the Week
September 04, 2019

Chart of the Week 09.04.19

The Convenience of Mobile Apps Has Facilitated The Adoption Of Sports Betting In New Jersey

Earnings Recaps
August 07, 2019

FOX Corp: 2019 Q2 Earnings

FOX Has Been Quick To Acquire New Assets To Expand Their Reach Beyond The Linear TV Ecosystem

Conference Takeaways
May 15, 2019

JPMorgan 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, The New York Times, Twitter, Verizon, Viacom, WWE, Zynga

Conference Takeaways
May 14, 2019

MoffettNathanson 2019 TMT Conference

Interviews with Senior Executives at AMC Networks, AT&T, CBS, Charter, Cinemark, Discovery, Disney, FOX, Viacom

Investor Day Highlights
May 09, 2019

Fox Corp Investor Day

A summary of FOX’s Investor Day where they provided more insight on the their strategies around sports, news, and live content. 

M&A Synopsis
May 06, 2019

Sinclair's Acquisition of the Fox RSNs

A summary of Sinclair’s Analyst Call following their acquisition of the FOX RSN’s where they provided more insight into the transaction and strategy.

M&A Synopsis
December 14, 2017

Disney's Acquisition of 21st Century Fox

A brief analysis of the Disney – 21st Century Fox transaction, including an overview of the assets sold (and spun-off), and a brief summary of the strategic rationale behind the deal.