Potential Loss of Fox Channels for Millions of YouTube TV Subscribers Due to Dispute Over Carriage Fees and Increasing Streaming Expenses | Intellectia.AI
Potential Loss of Fox Channels for Millions of YouTube TV Subscribers Due to Dispute Over Carriage Fees and Increasing Streaming Expenses
Written by Emily J. Thompson, Senior Investment Analyst
YouTube TV's Warning: YouTube TV has alerted subscribers that they may lose access to Fox channels if a new carriage agreement is not reached by August 27, with potential impacts on Fox Sports, Business, and News.
Negotiation Standoff: The negotiations are complicated by Fox's demand for higher payments than those received by similar content providers, leading to tensions between the two companies.
Fox's Response: Fox has accused Google of exploiting its market power during negotiations and has warned subscribers about the risk of losing access to its channels unless meaningful discussions occur soon.
Alphabet's Financial Strength: Despite the ongoing dispute, Alphabet Inc. reported strong financial results for Q2, with significant revenue growth across its various services, maintaining a solid cash position.
Wall Street analysts forecast FOX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FOX is USD with a low forecast of 57.00 USD and a high forecast of 57.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
Wall Street analysts forecast FOX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FOX is USD with a low forecast of 57.00 USD and a high forecast of 57.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 65.620
Low
57.00
Averages
High
57.00
Current: 65.620
Low
57.00
Averages
High
57.00
BofA
BofA
Buy
maintain
$70 -> $75
Al Analysis
2025-10-30
Reason
BofA
BofA
Price Target
$70 -> $75
Al Analysis
2025-10-30
maintain
Buy
Reason
BofA raised the firm's price target on Fox Corp. to $75 from $70 and keeps a Buy rating on the shares. The firm noted that Fox's Q1 earnings results reflect "a strong revenue and EBITDA beat" vs. the firm's expectations. BofA added that Fox advertising "appears robust," highlighted by the highest ad revenue quarter for Fox News ever, despite the company comping against a political cycle. The firm also noted that "subscriber declines appear to be moderating," which should "mitigate a headwind" the company has been navigating the last several years.
Guggenheim
Michael Morris
Buy
maintain
$62 -> $68
2025-09-26
Reason
Guggenheim
Michael Morris
Price Target
$62 -> $68
2025-09-26
maintain
Buy
Reason
Guggenheim analyst Michael Morris raised the firm's price target on Fox Corp. to $68 from $62 and keeps a Buy rating on the shares. Steady ratings strength and advertising momentum for live sports content continues to underpin a positive outlook and the firm's upward advertising \"tweaks,\" says the analyst, whose full year free cash flow forecast of $1.3B is up from $1.1B previously.
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BofA
Jessica Reif Ehrlich
Buy
maintain
$65 -> $70
2025-09-26
Reason
BofA
Jessica Reif Ehrlich
Price Target
$65 -> $70
2025-09-26
maintain
Buy
Reason
BofA analyst Jessica Reif Ehrlich raised the firm's price target on Fox Corp. to $70 from $65 and keeps a Buy rating on the shares. The firm, which believes Fox's portfolio of \"live\" news and sports remains well positioned to outperform other segments and anticipates Fox's fiscal Q1 results will largely reflect a continuation of underlying trends, raised its Q1 revenue and OIBDA estimates.
Guggenheim
Buy
maintain
$60 -> $62
2025-06-25
Reason
Guggenheim
Price Target
$60 -> $62
2025-06-25
maintain
Buy
Reason
Guggenheim raised the firm's price target on Fox Corp. to $62 from $60 and keeps a Buy rating on the shares ahead of fiscal Q4 earnings anticipated early August. The firm, which expects management to provide some insight into expected FY26 drivers, including investment in the FOX One streaming service scheduled to launch ahead of football season this fall, notes that its FY26 EBITDA forecast of $3.1B is "largely in line with consensus."
About FOX
Fox Corporation produces and distributes news, sports, and entertainment content through its primary domestic brands, including FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations and Tubi Media Group. Its operating segments include Cable Network Programming, Television, Credible and the FOX Studio Lot. Cable Network Programming produces and licenses news and sports content distributed through traditional cable television systems, direct broadcast satellite operators and telecommunication companies, virtual multi-channel video programming distributors and other digital platforms. Television produces, acquires, markets and distributes programming through the FOX broadcast network, advertising supported video-on-demand service Tubi, approximately 29 full power broadcast television stations, including 11 duopolies, and other digital platforms. The FOX Studio Lot provides television and film production services. Credible is a United States consumer finance marketplace.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
