Fox Corp Class A
FOXA: XNAS (USA)
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Fox’s Recent Performance Has Been Stellar, but We Have Some Longer-Term Skepticism
Business Strategy and Outlook
Fox’s strategy differs from its biggest traditional media peers, and its business has been far more resilient as a result. Although it has outperformed in the past few years, we think its dependence on the traditional pay-TV bundle for nearly all its revenue is problematic over the long term.
United States