周二，福克斯公司（NASDAQ:FOXA）（NASDAQ:FOX）公布2025财年第二季度收入为50.8亿美元，高于去年同期的42.3亿美元，超出分析师普遍预期的48.5亿美元。 调整后的净利润为4.42亿美元，即每股收益0.96美元，超出分析师预期的0.67美元。而去年同期净利润为1.65亿美元，每股收益为0.34美元。财报发布后，公司股价上涨。 有线电视网络节目部门报告季度分部收入为21.7亿美元，同比增长31%。电视部门报告季度分部收入为29.6亿美元，同比增长16%。 订阅费用收入增长6%至19亿美元，这主要得益于电视部门9%的增长和有线电视网络节目部门4%的增长。 广告收入增长21%至24.2亿美元，这主要是由于政治广告收入增加、更高的MLB季后赛收视率和NFL定价的影响、以Tubi广告驱动平台为主导的数字增长，以及更高的新闻收视率和定价。 本季度，公司回购了约2.5亿美元的A类普通股；在现有回购计划下，约9亿美元资金仍可用。 董事长兼CEO拉克兰·默多克指出，公司在秋季体育赛事安排和创纪录的总统选举新闻周期的助力下，第二季度的业绩反映了福克斯的实力和广度。 据CNBC报道，福克斯计划在年底之前推出一项直接面向消费者的流媒体服务。 自2019年将娱乐资产出售给华特迪士尼公司（NYSE:DIS）以来，福克斯集中战略于体育和新闻内容。据CNBC报道，即便在最近的广告市场低迷期，公司仍报告出色的收视率和广告收入。实时体育和新闻仍然是传统电视套餐中收视率最高的内容。 据《好莱坞报道》报道，福克斯董事长拉克兰·默多克周一在白宫与总统唐纳德·特朗普共度时光。 福克斯股票在过去12个月内上涨了超过72%。 股价表现：截至周二收盘，FOXA股价上涨5.16%，报54.63美元。

以上内容来自Benzinga Earnings专栏，原文如下：

On Tuesday, Fox Corp (NASDAQ:FOXA) (NASDAQ:FOX) reported fiscal second-quarter 2025 revenues of $5.08 billion, up from $4.23 billion a year ago, beating the analyst consensus estimate of $4.85 billion. 

Adjusted net income was $442 million, or $0.96 per share, beating the analyst consensus estimate of $0.67. A year ago, it was up from $165 million or $0.34 per share. The stock gained after the print.

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Cable Network Programming reported quarterly segment revenues of $2.17 billion, an increase of 31% Y/Y. Television reported quarterly segment revenues of $2.96 billion, an increase of 16% Y/Y.

Affiliate fee revenues increased by 6% to $1.90 billion, driven by 9% growth in the Television and 4% increase in Cable Network Programming segments. 

Advertising revenues increased 21% to $2.42 billion, primarily due to higher political advertising revenues, the impact of higher MLB postseason ratings and NFL pricing, continued digital growth led by the Tubi AVOD service, and more substantial news ratings and pricing.

During the quarter, the company bought back about $250 million of its Class A common stock; under the current buyback program, about $900 million remains.

Chair and CEO Lachlan Murdoch flagged a compelling fall sports schedule combined with a record-breaking presidential election news cycle, resulting in second-quarter results that reflect the strength and breadth of FOX.

Fox is planning to launch a direct-to-consumer streaming service by the end of the year, CNBC cited Murdoch.

After selling its entertainment assets to Walt Disney Co (NYSE:DIS) in 2019, Fox has focused its strategy on sports and news content. CNBC reports that the company has reported stable viewership and advertising revenue, even during the recent ad market slump. Live sports and news remain the highest-rated content in the traditional TV bundle.

Murdoch went to the Oval Office on Monday in solidarity with President Donald Trump, the Hollywood Reporter reports.

Fox Corp stock surged over 72% in the last 12 months.

Price Action: FOXA stock is up 5.16% at $54.63 at the last check on Tuesday.

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