🏛️ Company factsSEC filings + FINRA official data
Annual revenue $4.7B · latest quarter up 21.9% YoY · profitable (FY net income $88M) · short activity below its recent average — bears covering.
FY revenue
$4.7B
2025-12
Latest Q YoY
+21.9%
Gross margin
43.8%
FY net income
$88M
Diluted EPS
$0.6
Short volume
31.3%
20d avg 43.2% · shorts covering
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-07-29passive (13G)BlackRock, Inc.
- 2026-07-08passive (13G)FMR LLC
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Low · 40/100Nasdaq analyst consensus · the pre-news baseline
There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.
- Jun 2026$1.18 vs $0.61+93.44%
- Mar 2026$0.57 vs $0.34+67.65%
- Dec 2025$0.53 vs $0.28+89.29%
- Sep 2025$0.16 vs $0.07+128.57%
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
8 direct · 2 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
As the acquisition target, escalated scrutiny lowers the deal's closing odds and stretches the timeline, prompting arb capital to retreat and pressure the stock.
Also named: FOXA · FOX · AMZN · TTD
As the target, escalating antitrust scrutiny directly raises the odds the deal breaks, compressing the acquisition premium already priced in.
Also named: FOXA · FOX
- #3Force3.06%bearishDirectUS Justice Department widens probe into Fox's Roku deal, Semafor reports5d ago
As the target, its price embeds a takeover premium; escalating DOJ scrutiny directly raises break risk and drives out arbitrage capital.
Also named: FOXA · FOX · TTD · FUBO
- #4Force2.26%bullishDirectFox Corp. COO John Nallen Says Roku Deal On Track To Close Despite “Entirely Expected” DOJ Scrutiny4d ago
As the acquisition target, higher deal-close certainty pushes the stock toward the takeout price, though DOJ scrutiny was already priced in, limiting the incremental move.
Also named: FOX · FOXA
Strong 21.9% revenue growth is notable, but consensus reliability is low (40/100, range spanning 76% of estimate), so this article doesn't alter the highly uncertain expectation baseline
Also named: FOXA · NFLX · SIRI
Solid revenue growth and swing to full-year profit confirm the turnaround, but this is a routine filing and expectation reliability is low (8 analysts, 76% range width), limiting fresh signal
Also named: NFLX · TTD · MGNI
The 8-K discloses quarterly results with 21.9% revenue growth and a $88M full-year profit; however habitual ~95% beats are already priced in, and with only 8 analysts and a band 76% as wide as consensus, reliability is low and upside surprise room is limited
Also named: FUBO · TTD · MGNI
- #8Force0.52%bearish2nd-orderNetflix Said It Was Different From Facebook. A New Lawsuit Says It Tracked Kids for Ads Anyway.2d ago
As an ad-dependent streaming platform, tighter industry privacy scrutiny could raise compliance costs around kids-content advertising
Also named: NFLX · DIS · META · GOOGL
- #9Force0.45%bearish2nd-orderNetflix Falls 4% as Rate Repricing Pressures Long-Duration Growth; Disney Dips, Warner Bros. Discovery Sits Tight9d ago
As a streaming distribution platform, Roku's ad-revenue growth expectations face similar discount-rate pressure and it has historically traded in sympathy with Netflix and peers
Also named: NFLX · DIS · WBD · SPOT
The filing reveals no substantive information and drives only fleeting attention; with an average beat near 95% over the past four quarters, fundamentals stay firm but this filing adds nothing new to price in.
🕰️ Price × news · engine report card
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📜 Call history (newest first
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