FOXA
Entertainment · Communication Services
Analyst
Guggenheim
Equibles does not estimate personal net worth.
Michael Morris is recorded as Analyst at Guggenheim. Michael Morris has spoken on 12 earnings calls across 8 companies, most recently for Fox Corp on November 2, 2026. Those appearances were for Fox Corp (FOXA), Universal Music Group N.V. (UNVGY), Universal Music Group N.V., Skydance Corp (SKYD), Warner Music Group Corp. (WMG) and 3 other companies. The companies whose calls Michael Morris spoke on are classified in the Communication Services sector.
“I wanted to ask, Nielsen has reported some ratings declines at Fox News ahead of the midterm elections. I'm hoping that you can share your thoughts on why this may be the case, what it means for the ad revenue trend, as well as any strategic or content changes you might consider or make going forward.”
“Please go ahead. thank you uh good morning and um thanks for all the work on the world cup it was a very enjoyable event as a fan um i want to ask you about that first of all can you help us any more with the size of the contribution to add revenue and profitability both in the fiscal fourth quarter and what you're…”
“I wanted to follow up on the recorded music subscription streaming question. And what I'm curious about is the various factors that you noted that contributed to the 1% headwind in the quarter mat, how much visibility do you have into those items in advance?”
“I'll try to keep it to one topic if I could. So first, congratulations on the agreement that you just announced with the NFL for the additional games. Can you share any more detail on those games, when they're going to air and where they're coming from?”
“Wanted to ask first, just to go back to the first question in your response about subscription growth in 2026. It sounded like your answer implied that, or maybe explicitly said that you expect the growth rate to be within the range that you provided at the investor day of 8% to 10%.”
Guggenheim
Analyst
Transcript header (unverified)
FOXA
Entertainment · Communication Services
Entertainment · Communication Services
Universal Music Group N.V.
Entertainment · Communication Services
SKYD
Entertainment · Communication Services
Entertainment · Communication Services
DIS
Entertainment · Communication Services
ROKU
Entertainment · Communication Services
Entertainment · Communication Services
Universal Music Group Q4 And FY 2025 Results
Universal Music Group N.V.