交易概述 - Fox公司以价值约220亿美元的股票和现金交易收购流媒体公司Roku [1] - 交易预计将于2027年上半年完成，并已获得双方董事会批准 [5] - Fox公司为此次收购获得了120亿美元的贷款 [5] 战略定位与愿景 - 交易旨在创建一个围绕重塑视频消费两大趋势定位的媒体和技术公司：体育和新闻直播的持续吸引力，以及流媒体的增长 [1] 1. 公司CEO Lachlan Murdoch称此次收购是公司的“决定性”时刻 [3] - 此次合并将把公司的业务范围转型至高增长领域，并带来整体增长状况的阶段性变化 [4] - Roku创始人兼CEO Anthony Wood表示，与Fox的结合是加速其愿景、更快扩张并为观众、合作伙伴和广告商更积极创新的绝佳机会 [5] 市场地位与规模 - 交易将创建美国第三大电视公司 [2] - 合并将Fox的新闻和体育频道及其免费的广告支持流媒体服务Tubi，与Roku的联网电视平台相结合 [2] - Fox通过此次交易获得了Roku的1亿家庭用户群 [3] 业务协同与增长机会 - 合并将实现线性电视和流媒体领域的显著观众覆盖 [2] - 收购将使Fox能够更有效地定位广告，并减少对传统传输方式的依赖 [3] - 交易将为Fox提供进入联网电视高增长领域（尤其是广告和流媒体订阅）的“更广泛入口” [3] - Fox于2020年以4.4亿美元收购了Tubi，并于去年推出了其直接面向消费者的流媒体服务Fox One [4]

Fox (NasdaqGS:FOX) M&A announcement June 15, 2026 08:00 AM ET Speaker10Ladies and gentlemen, thank you for standing by. Welcome to the Fox Corporation to acquire Roku conference call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session. I would like to emphasize that functionality for the question-and-answer queue will be given at that time. If you require assistance during the call, please press star then zero on your touch-tone keypad. As a reminder ...

Roku (NasdaqGS:ROKU) M&A announcement June 15, 2026 08:00 AM ET Speaker11Welcome to the Fox Corporation to acquire Roku conference call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session. I would like to emphasize that functionality for the question-and-answer queue will be given at that time. If you require assistance during the call, please press star then zero on your touchtone keypad. As a reminder, this conference is being recorded. I'll now tu ...

June 15, 2026 No title left of this line No title right of this line No title left of this line No logo above this line Important Information About the Transaction and Where to Find It In connection with the proposed transaction between Fox and Roku, Fox will file with the SEC a registration statement on Form S - 4 that will include a joint proxy statement of Fox and Roku and that will also constitute a prospectus of Fox. Fox and Roku may also file other documents with the SEC regarding the proposed transac ...