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Fox Corporation (FOXA) operates as a news, sports, and entertainment company, managing its businesses through various segments . The company produces and licenses content distributed through multiple platforms, primarily in the U.S., and is involved in producing, acquiring, marketing, and distributing programming . FOXA's revenue is generated from affiliate fees, advertising, and other operating activities .
- Cable Network Programming - Produces and licenses news and sports content distributed through traditional and virtual multi-channel video programming distributors and other digital platforms, primarily in the U.S. .
- Television - Involves producing, acquiring, marketing, and distributing programming through the FOX broadcast network, Tubi (an advertising-supported video-on-demand service), and 29 full-power broadcast television stations .
- Credible - Operates as a U.S. consumer finance marketplace, included in Corporate and Other due to not meeting separate reporting criteria .
- FOX Studio Lot - Provides television and film production services, included in Corporate and Other due to not meeting separate reporting criteria .
- With Tubi expected to cross $1 billion in revenue this fiscal year, how sustainable do you believe this growth is, especially considering rising competition in the AVOD space and potential increases in content acquisition costs?
- Affiliate fee revenues grew 3% at Cable and 10% at Television, but subscriber declines are still close to 8%; how confident are you that this moderation in subscriber losses is sustainable, and what strategies are you implementing to address long-term cord-cutting trends?
- Political advertising significantly boosted your revenues this quarter; with the election cycle concluding, how do you plan to compensate for the anticipated drop in political ad spending in the coming quarters?
- Cable expenses increased by 9%, primarily due to higher sports programming rights amortization; can you discuss the long-term profitability of your sports rights investments amid escalating costs and intense competition for viewers?
- Regarding your investment in Flutter and the exercise of your options in FanDuel, what factors are influencing your timing, and how does this align with your overall strategy in the sports betting market, especially considering the regulatory challenges in obtaining state licenses?
Competitors mentioned in the company's latest 10K filing.
- ABC, NBC, and CBS: These networks broadcast a significantly greater number of hours of programming than the FOX Network, allowing them greater flexibility in designating or changing broadcast time periods .
- Other broadcast television networks, cable television systems and networks, direct-to-consumer streaming and on-demand platforms and services, mobile, gaming and social media platforms, audio programming, and print and other media: These are general categories of competitors for audiences, programming, and advertising revenue .
- Other television stations or cable networks: These may change their formats or programming to compete directly with FOX's stations or networks .
- SVOD services with advertising-supported offerings, AVOD services, and FAST products: These have intensified competition for audiences and advertising .
- Other content creators: Compete with FOX's entertainment programming production businesses for creative talent, new content ideas, intellectual property, and content distribution .
- Other content licensors and sellers: Compete with FOX Entertainment Global for content distribution .