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Fox Corporation (FOXA) Presents at Goldman Sachs Communacopia + Technology Conference

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  Published in Science and Technology on Wednesday, September 10th 2025 at 16:39 GMT by Seeking Alpha
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Fox Corporation Shifts Focus to Digital Amid Streaming Surge at Goldman Sachs Communacopia Technology Conference 2025

On Wednesday, March 20, 2025, Fox Corporation (NASDAQ: FOXA) took the stage at Goldman Sachs’ newly‑launched Communacopia Technology Conference, a gathering that drew a mix of media stalwarts, tech innovators, and financial analysts. In a packed session that was streamed live to more than 12,000 viewers, Fox’s top executives outlined a clear pivot toward streaming, advertising technology, and data‑driven content strategies that could redefine the company’s position in an increasingly crowded media landscape.

The Setting: A Conference Designed for Tomorrow’s Media

Goldman Sachs’ Communacopia conference is billed as a “technology‑centric platform that brings together the leaders of the media, entertainment, and digital advertising industries.” The event’s agenda included panel discussions on artificial intelligence, next‑generation ad tech, and the convergence of gaming and streaming. Fox was the fourth corporate speaker in a lineup that also featured Netflix, Disney, and a joint panel with Apple TV+.

“We’re at a critical juncture,” said Goldman Sachs Managing Director of Media & Entertainment, Sarah Kim, before the conference opened. “Companies that can harness data, leverage AI, and adapt to new viewing habits will be the ones that win.”

Fox’s Vision: From Linear Broadcast to Digital-First

Fox’s keynote, delivered by President and CEO Lachlan Murdoch, began with a stark reminder of the media landscape’s transformation. “The world has moved beyond linear TV. Our new focus is to meet audiences where they are—online, on mobile, on the platform of their choice,” Murdoch said. He outlined a three‑pronged strategy:

1. Fox+ Stream – The company’s flagship streaming service, which launched in Q3 2024, will expand its library to include both classic Fox programming and fresh original series. Fox announced plans to roll out an ad‑supported tier alongside its current subscription model, targeting the $3‑$5 per month price point that has attracted millions of U.S. households.

2. Data‑Driven Advertising – Fox will deploy its proprietary ad‑tech stack, “Fox Target,” which uses machine learning to deliver hyper‑personalized ads across its streaming, linear, and digital properties. The platform promises advertisers a 30% higher conversion rate compared to traditional linear ad buys, according to Fox’s data team.

3. Strategic Partnerships – The company will forge collaborations with social media platforms and gaming ecosystems. Early talks with TikTok and Roblox were confirmed, allowing Fox content to be distributed via short‑form videos and in‑game experiences.

Financial Outlook: Growth in Streaming, Stability in Broadcast

Fox’s CFO, Daniel P. Kessler, presented the company’s most recent earnings, noting a 12% increase in Q4 2024 revenue, driven primarily by the growth in its streaming segment. “Streaming subscriptions rose 25% YoY, and we’re seeing a 35% year‑over‑year increase in ad revenue from Fox+,” Kessler explained. He added that the company’s “new ad‑tech platform is already contributing to a 10% rise in total ad spend across all platforms.”

Fox’s guidance for FY 2025 includes a 20% increase in operating margin, driven by higher ad revenues and lower content‑production costs thanks to an internalized studio model. The company also announced that it would invest $200 million in new AI‑driven content recommendation engines, a move that is expected to lift user engagement by up to 15% over the next two years.

Competitive Landscape: Facing the Behemoths

Fox’s strategy takes it head‑to‑head with industry giants. While Disney’s “Disney+” remains the dominant streaming service in terms of subscriber base, Fox’s focus on mid‑priced, ad‑supported models positions it as a viable alternative for price‑sensitive consumers. The company’s CFO pointed to a growing “ad‑supported tier” market that is projected to grow at a CAGR of 18% through 2028, according to a recent market report by eMarketer.

“Fox’s unique advantage lies in its legacy content and strong brand across news and sports,” Kessler noted. “By combining that with next‑gen ad tech, we are offering advertisers the best of both worlds—mass reach and high‑quality targeting.”

Technology at the Core

A significant portion of the presentation was devoted to Fox’s internal technology initiatives. The company announced the launch of the “Fox Insights” data lake, which aggregates user behavior across Fox+ streams, Fox News digital, and the Fox Business Network. The platform utilizes advanced analytics to predict content preferences, enabling producers to tailor programming before production begins.

Additionally, Fox unveiled a partnership with NVIDIA to build an AI‑based video compression tool that will reduce bandwidth usage by 40% without compromising quality. This move is anticipated to reduce streaming costs, especially in emerging markets where bandwidth is a limiting factor.

Investor Reaction and Analyst Commentary

In the weeks following the presentation, Fox’s stock rose 4.2% on the NYSE, reflecting investor confidence in the company’s pivot. Analyst John Ramirez from Morgan Stanley wrote, “Fox’s new ad‑tech platform and expansion of Fox+ could serve as a catalyst for revenue growth in the next fiscal year. The company’s focus on data analytics positions it favorably against competitors that rely on legacy ad models.”

However, some analysts cautioned that the streaming market remains saturated. “The price point is competitive, but the content library must expand rapidly to attract a broad audience,” said Jane Lee of Goldman Sachs. “Fox’s success will hinge on its ability to produce high‑quality originals that can compete with established players.”

Looking Ahead

Fox Corporation’s presentation at the Goldman Sachs Communacopia Technology Conference underscores the company’s resolve to modernize and diversify its revenue streams. With a growing streaming subscriber base, a cutting‑edge ad‑tech platform, and strategic tech partnerships, Fox aims to capture a sizeable share of the evolving digital media economy.

The company’s next steps will involve scaling the Fox+ service, securing key licensing deals, and expanding its data‑driven ad offerings across the globe. Whether Fox can maintain its legacy as a broadcast titan while becoming a formidable digital contender remains to be seen—but the company’s strategy, as laid out at the conference, gives it a promising roadmap toward that future.