The Bull Case For Fox (FOXA) Could Change Following Exclusive Tubi Deal for Crime Junkie Content

Earlier this month, Tubi Media Group announced a multi-year deal granting exclusive distribution and advertising rights for Audiochuck's top-rated true crime shows, including plans to create a Crime Junkie FAST Channel across Fox's streaming platforms and expand video podcast offerings. This partnership brings Crime Junkie's vast audience and multimedia potential into Fox's digital ecosystem, while Fox also reported increased quarterly revenue but lower net income for the recent period. We'll explore how Fox's exclusive true crime content expansion through Tubi may influence its digital growth outlook and long-term investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

Fox Investment Narrative Recap

To be a Fox shareholder, you need conviction that the company can offset linear TV headwinds by scaling digital growth and capitalizing on unique content assets. While Tubi’s new true crime partnership with Audiochuck deepens its streaming catalog and broadens multimedia appeal, this move is unlikely to materially alter Fox’s most important short-term catalyst, continued resilience in advertising revenue from live news and sports, or eclipse the biggest risk, which remains the migration of younger audiences away from core broadcast offerings.

Among recent announcements, Fox’s latest quarterly earnings are most relevant: the company posted year-over-year revenue growth but saw a notable decline in net income, reflecting ongoing cost pressures and demanding successful execution of digital strategies like the Tubi-Audiochuck deal to help sustain profitability as audience preferences shift. Yet, these new content initiatives may provide incremental support to Fox’s digital user base and advertising reach at a time when core revenue streams are being challenged.

However, investors should also note a contrasting factor, if Fox’s digital extension efforts do not accelerate fast enough, especially as streaming competition intensifies and cord-cutting persists, the company’s...

Read the full narrative on Fox (it's free!)

Fox is forecast to generate $16.4 billion in revenue and $1.9 billion in earnings by 2028. This outlook reflects a -0.3% annual revenue decline and a $0.4 billion decrease in earnings from the current $2.3 billion.

Uncover how Fox's forecasts yield a $70.50 fair value, a 7% upside to its current price.

Exploring Other PerspectivesFOXA Community Fair Values as at Nov 2025

Three Simply Wall St Community members estimate Fox’s fair value between US$70.50 and US$73.17 per share. While some see upside potential, others emphasize that digital transformation must outpace declines in legacy TV or earnings growth could stall, so consider the range of views before making your own assessment.

Story Continues

Explore 3 other fair value estimates on Fox - why the stock might be worth as much as 11% more than the current price!

Build Your Own Fox Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Fox research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Our free Fox research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Fox's overall financial health at a glance.

Searching For A Fresh Perspective?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality. The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include FOXA.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

View Comments