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News Corp (NWSA)
NASDAQ:NWSA
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.19Last Year’s EPS
0.17Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial tone: consolidated revenue and EBITDA growth, record margins and strong performance at Dow Jones and digital real estate, accelerating buybacks, an improving book-publishing backdrop, and a favorable credit outlook. Headwinds were largely either one-time (HarperCollins inventory write-off) or attributable to prior-year comparables (REA gain) and persistent sectoral challenges (print advertising, some regional softness in real estate). Management emphasized strong free cash flow, active buybacks, and strategic positioning for AI monetization—factors that, combined with recurring B2B revenue strength, outweigh the identified negatives.Company Guidance
Consolidated Revenue and EBITDA Growth
Reported revenue increased 6% year-over-year to about $2.4 billion for the quarter; total segment EBITDA rose 9% to $521 million. Profitability margin expanded 70 basis points to 22.1%.
Adjusted EPS and Earnings Resilience
Adjusted earnings from continuing operations per share were $0.40 (reported adjusted EPS $0.40), up from $0.33 as noted on the call, reflecting improved underlying profitability despite a prior-year non‑recurring gain removing comparability.
Dow Jones — Record Quarter and Strong Margins
Dow Jones revenue grew 8% to $648 million and segment EBITDA rose 10% to $191 million; margin reached a record ~29.5–30% (up almost 50 basis points). Digital revenues were 82% of segment revenue. B2B/professional information grew 12% with risk & compliance up 20% to $96 million. Digital advertising hit a record $87 million, up 12%.
Digital Real Estate Momentum
Digital real estate segment revenues were $511 million, up 8% year-over-year (7% on an adjusted basis); segment EBITDA was $206 million, up 11% (12% adjusted). REA Australia revenue grew 7% ($368 million) and Realtor.com revenue rose 10% to $143 million with leads up 13% and average monthly unique users of 62 million (+1%). Realtor captured ~29% of portal visits and ~4.8–5 visits per unique user.
Book Publishing Recovery and Frontlist Strength
HarperCollins revenues grew 6% to $633 million driven by a stronger frontlist and Christian publishing; e-book sales up 7% and digital represented ~20% of consumer revenues. Management expressed growing optimism for the back half of the year.
Share Repurchase Acceleration and Strong Cash Position
Repurchased $172 million of shares in the quarter (up $132 million versus prior-year period) and described buybacks as running ~4x the prior year pace; management expects buyback activity to be meaningfully higher in the second half. Company emphasized robust free cash flow and a strong balance sheet.
Credit Outlook and Strategic Positioning on AI
Moody's recently upgraded the rating and put the outlook on positive, highlighting balance sheet strength. Management emphasized proprietary content value in AI era, noted anticipated payouts related to IP misuse (cited Anthropic $1.5 billion settlement) and disclosed active AI licensing/partnership deals, positioning Dow Jones and HarperCollins as premium data/content suppliers.
Consistent Operational Momentum
Company reported eleven consecutive quarters of year-over-year total segment EBITDA growth on a continuing operations basis and signaled positive visibility into the second half driven by core pillars (Dow Jones, digital real estate, HarperCollins).
NWSA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NWSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $24.21 | $22.50 | -7.06% |
Nov 06, 2025 | $25.08 | $26.72 | +6.54% |
Aug 05, 2025 | $29.19 | $29.33 | +0.48% |
May 08, 2025 | $28.38 | $27.96 | -1.48% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does News Corp (NWSA) report earnings?
News Corp (NWSA) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is News Corp (NWSA) earnings time?
News Corp (NWSA) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NWSA EPS forecast?
NWSA EPS forecast for the fiscal quarter 2026 (Q3) is 0.19.
