Fox publishes transcript of Goldman Sachs Communacopia + Technology Conference 2026 fireside chat

By Public Technologies
  • At Goldman Sachs Communacopia + Technology Conference 2026, Fox President and COO John Nallen outlined priorities for fiscal 2027.
  • Roku deal remained top focus; DOJ issued a second request; closing timeline unchanged for first half of calendar 2027.
  • Fiscal 2026 EBITDA rose 8% to USD 3.9 billion; Tubi posted 35% Q4 revenue growth, stayed on pace in Q1.
  • FOX One drew 97% of sign-ups from non-pay-TV homes; 3% came from pay-TV; 3 million to 5 million target unchanged.
  • Midterm ad spend forecast at USD 11.5 billion to USD 11.6 billion; Fox expected record cycle, with stations, Tubi key beneficiaries.


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