Fox Corporation

(NASDAQ Global Select)
Somewhat Bullish +50

Fox Corporation Submits Amended 8-K with Detailed Roku Financials for Acquisition

πŸ“… On August 10, 2026, Fox Corporation filed an amended Form 8-K to supplement its initial June 15, 2026 acquisition announcement of Roku.

πŸ’° The filing includes Roku's audited consolidated financials for fiscal years ending December 31, 2024 and 2025, plus unaudited interim data through June 30, 2026.

πŸ“Š Unaudited pro forma condensed combined financial information for the year ended June 30, 2026 is attached as Exhibit 99.3.

βœ… Consent from Deloitte & Touche LLP regarding the financial statements is filed as Exhibit 23.1.

🀝 The merger agreement dated June 14, 2026 involves Fox Corporation and two wholly-owned subsidiaries: Falcon Merger Sub 1, Inc. and Falcon Merger Sub 2, LLC.

πŸ“„ Roku's historical financials are incorporated by reference from Roku's Form 8-K filed June 18, 2026, and its Form 10-Q for the quarter ended June 30, 2026.

⚠️ The pro forma financial information is presented solely for informational purposes and does not project future performance of the merged entity.

πŸ“ The filing was submitted as a written communication under Rule 425 of the Securities Act to fulfill Item 9.01 requirements.

🏒 Fox Corporation's Class A (FOXA) and Class B (FOX) stocks are traded on The Nasdaq Global Select Market.

Bullish Signals
  • Fox Corporation is proceeding with a definitive merger agreement signed on June 14, 2026, to acquire Roku, Inc., indicating strong strategic confidence in the target.
  • The filing includes comprehensive financial data from Deloitte & Touche LLP, suggesting the transaction has undergone rigorous due diligence and regulatory review.
Risk Factors
  • The pro forma financial information is explicitly stated as being for informational purposes only, meaning it does not reflect actual combined operational results or guaranteed future performance.
Full Analysis
On August 10, 2026, Fox Corporation filed an amended Form 8-K (Amendment No. 1) to supplement its initial June 15, 2026 announcement regarding the planned acquisition of Roku, Inc. The filing provides previously omitted historical financial statements for Roku covering fiscal years ending December 31, 2024 and 2025, as well as unaudited interim data through June 30, 2026. The amended report includes pro forma condensed combined financial information for the year ended June 30, 2026, alongside consent from Deloitte & Touche LLP. The merger agreement, signed on June 14, 2026, involves Fox's wholly-owned subsidiaries Falcon Merger Sub 1, Inc. and Falcon Merger Sub 2, LLC. Fox Corporation clarified that the pro forma data is for informational purposes only and does not represent actual combined operational results or future projections. The filing fulfills Item 9.01 requirements of Form 8-K by incorporating Roku's financials referenced from its own recent 8-K and 10-Q filings. The document was submitted as a written communication under Rule 425 of the Securities Act. Fox Corporation's Class A (FOXA) and Class B (FOX) common stocks are traded on The Nasdaq Global Select Market, with this filing serving to complete regulatory disclosure obligations for the pending transaction.