Key Highlights

  • Fox booked $4,571 million in Revenue through Sep 30, 2026, a 22% rise, and Advertising grew 47%.
  • Roku's total net revenue expanded 24% to $1.502 billion, while Net Income hit $183.3 million from $24.8 million.
  • Net income climbed 8%, reaching $174.4 million, even though Match Group's Top Line fell 3% to $891 million.
  • People Inc's net loss totaled $687.5 million, mostly from marking an Investment stake down by $1.12 billion.
  • Ibotta's top line rose 17%, landing at $97.8 million, while its adjusted EBITDA surged 43% to a figure just under $24 million.

Ranking the Media and Internet Firms by Largest Quarterly Revenue

Results from around Nov 2, 2026 place five media and internet businesses in revenue order. Fox (NASDAQ:FOX) comes first at $4,571 million, Roku (NASDAQ:ROKU) second at $1.502 billion; Match Group (NASDAQ:MTCH) third on $891.2 million. People Inc (NASDAQ:PPLI) is fourth on $430.8 million, and Ibotta (NYSE:IBTA) rounds out the list at $97.8 million.

Fox closed its fiscal first quarter on Sep 30, 2026, while the other four ended their third quarters on that date. The sector mix is broad: television broadcasting and cable, streaming, dating products, publishing and a promotions business, so every company is judged only on its own numbers.

Revenue rose at three companies: Roku by 24%, Fox by 22% and Ibotta by 17%. Declines hit Match Group and also People Inc, the latter recording the biggest net Deficit in the set due to an investment write-down.

1. Fox: World Cup Broadcasts Drove 22% Revenue Growth and a 57% Profit Jump

Fox's revenue came to $4,571 million versus $3,738 million a year earlier, while net income attributable to stockholders reached $943 million; per diluted share that equals $2.20, against $1.32. Advertising revenue climbed 47% to $2,081 million, chiefly from the FIFA Men's World Cup broadcasts and political ads, with National Football League game timing offsetting part of the gain.

Depreciation and amortization rose 20%, as amortization of FCC licenses started on Jul 1, 2026. Distribution revenue advanced 9% to $2,084 million, TV segment EBITDA reached $934 million compared with $399 million, and adjusted EBITDA stood at $1,641 million.

Fox held roughly $4.5 billion in cash at quarter end. Its pending purchase of a streaming platform operator is waiting on antitrust approval.

2. Roku: Does Platform Expansion Explain a Swing to $183.3 Million in Net Income?

Roku's total net revenue came to $1.502 billion, a 24% gain from $1.211 billion. Net income landed at $183.3 million, which works out to $1.20 a diluted share, compared with $24.8 million. Platform revenue increased 23%, reaching $1.308 billion, with subscriptions at $580.9 million and advertising at $727.4 million.

Video ad impressions grew 33%, whereas the average price per impression fell 7%. Devices revenue jumped 33% to $193.7 million, yet the gross deficit in that segment reached $48.6 million. Adjusted EBITDA came in at $248.8 million compared with $116.9 million.

The company held $2.519 billion in cash and equivalents, and it halted its buyback program once a Merger agreement was signed. This piece is built on one quarterly filing, with no outlook included.

3. Match Group: Net Income Up 8% Despite a 3% Revenue Dip

Match Group's revenue was $891 million, compared with $914 million, and payers declined 5%, landing at 13.8 million. Net income reached $174.4 million; per diluted share that equals $0.73. Adjusted EBITDA totaled $344 million, a 14% improvement. A legal settlement charge of $61 million sat in the year-earlier period; excluding it, adjusted EBITDA would have declined 5%.

Hinge's direct revenue increased 19%, arriving at $221 million. Tinder's direct revenue slid 2%, totaling $480 million, while evolving and emerging brands contracted 20%, reaching $176 million.

The company expects fourth-quarter revenue between $865 million and $875 million, and it has declared a $0.20 quarterly payout. Management warned of an app store fee headwind of about $20 million in 2027.

4. People Inc: Investment Markdown Dominates a $687.5 Million Deficit

Shareholders absorbed losses totaling $687.5 million, which equals $9.15 a share, while revenue of $430.8 million fell 4% from $447.1 million. A roughly 26.6% interest in a gaming and hospitality operator is valued at market, an unrealized hit of $1.12 billion. Tax relief of $278.4 million, along with a pre-tax gain of $174.9 million tied to a fund stake sale, cushioned the result.

Operating results improved, with the loss at $3.0 million compared with $27.2 million earlier. Licensing revenue increased 49%, but advertising fell 8%, and Core Sessions declined 26% to 1.61 billion, a shortfall the filing links chiefly to search and content changes driven by artificial intelligence.

Adjusted EBITDA landed at $54.8 million, roughly level with the $55.1 million recorded a year ago. The report draws on a quarterly filing alone.

5. Ibotta: Tax Provision Turns Pre-Tax Profit Into a Net Deficit on 17% Growth

Ibotta's revenue reached $97.8 million, up 17%, and both revenue and adjusted EBITDA finished above the top of guidance. $3.5 million of net loss, equal to $0.15 a diluted share, followed a tax charge of $9.6 million on pre-tax income of $6.1 million. Excluding GAAP items, the non-GAAP Earnings figure came to $16.0 million.

The user base of redeemers expanded 30%, reaching 23.6 million. Revenue from third-party publishers' redemptions surged 43% to $70.7 million, while direct-to-consumer Redemption revenue slid 22%.

For the fourth quarter, management expects $94 million to $98 million in revenue; its initial 2027 outlook calls for mid-single-digit growth at minimum.

How the Five Media Names Stack Up: Combined Totals, Averages and Profit Gaps

Combined revenue across the five reached $7,492.8 million (calculated), averaging $1,498.6 million for each firm (calculated). Fox's share of the total is 61.0% (calculated), and it generated roughly 46.7 times Ibotta's revenue (calculated).

The mean growth rate across the five stands at 11.4% (calculated), built from 22%, 24%, a negative 2.5%, a negative 3.6% and 17%, with the group spanning $97.8 million up to $4,571 million in bases. Income figures were $943 million for Fox, $183.3 million for Roku and $174.4 million for Match Group, whereas People Inc registered a loss of $687.5 million. Both the Fox and Roku materials present matching merger consideration: a cash component of $96.00 and 0.9693 of one Class A share each.

What to Watch Next: Regulatory Hurdles, Match Group's Payout Date and People Inc's Year-End Plans

Fox and Roku each note that a pending deal awaits antitrust approval, with no closing date stated. Match Group will pay its $0.20 Dividend on Jan 21, 2027, with the Record Date set for Jan 6, 2027. Management intends to share 2027 revenue and Margin expectations during February.

People Inc expects its consolidation program to conclude in Q1 2027, and it notes that roughly half of adjusted EBITDA for the year typically falls in the fourth quarter. The Ibotta materials name no dated event past its fourth-quarter guidance and fresh publisher launches.