The earnings call highlighted numerous achievements, such as record-breaking profitability, strong performances in key segments like Dow Jones and Digital Real Estate, and strategic initiatives like the significant stock repurchase program. However, challenges in the advertising environment and the softer book and housing markets were noted. Overall, the positive results and strategic decisions seem to outweigh the challenges.

Company Guidance -

Q1 2026

During News Corp's Fourth Quarter and Full Year Fiscal 2025 Earnings Conference Call, CEO Robert Thomson reported a record year for profitability, with full-year revenues rising 2% to nearly $8.5 billion and total segment EBITDA improving 14% to over $1.4 billion. Net income from continuing operations increased by 71% to $648 million, while profit margins grew by 170 basis points to 16.7%. For the fourth quarter, revenues rose 1% to $2.1 billion, and net income from continuing operations increased by 28% to $86 million. Free cash flow was reported at $571 million, and a new $1 billion stock repurchase program was authorized. The Dow Jones segment saw a 4% revenue increase for the year, with a strong fourth quarter performance, including a 10% rise in EBITDA to $151 million. Digital Real Estate Services and Book Publishing also contributed to the company's robust financial performance. CFO Lavanya Chandrashekar emphasized the company's focus on high-margin content licensing and recurring digital revenues, highlighting the significant discount between the current share price and net asset value, which justified the accelerated stock buyback program.

Record-Breaking Profitability

Revenues rose 2% to nearly $8.5 billion, and total segment EBITDA improved 14% to just over $1.4 billion, marking a record for the company. Net income from continuing operations increased 71% to $648 million.

Strong Performance in Dow Jones

Dow Jones revenues rose 4% and EBITDA increased 8% for the year. The fourth quarter saw a 7% increase in revenue to $604 million, with EBITDA rising 10% to $151 million.

Digital Real Estate Growth

Digital Real Estate revenues rose 9% for the year, with segment EBITDA increasing by 18%. Realtor.com's revenue grew for the third consecutive quarter.

Book Publishing Success

Book Publishing posted its second-best revenue year on record with a 3% increase to $2.1 billion, while segment EBITDA expanded by 10% to $296 million.

New $1 Billion Stock Repurchase Program

The Board authorized a new $1 billion stock repurchase program, adding to the remaining $300 million from the previous program, reflecting strong financial health and confidence in future growth.

News Corp (NWSA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NWSA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q1)	0.21 / -	0.21	―	―	―
Aug 05, 2025	2025 (Q4)	0.19 / 0.19	0.17	11.76% (+0.02)	―
May 08, 2025	2025 (Q3)	0.14 / 0.17	0.11	54.55% (+0.06)	―
Feb 05, 2025	2025 (Q2)	0.31 / 0.33	0.26	26.92% (+0.07)	―
Nov 07, 2024	2025 (Q1)	0.17 / 0.21	0.16	31.25% (+0.05)	―
Aug 08, 2024	2024 (Q4)	0.16 / 0.17	0.14	21.43% (+0.03)	―
May 08, 2024	2024 (Q3)	0.11 / 0.11	0.09	22.22% (+0.02)	―
Feb 07, 2024	2024 (Q2)	0.22 / 0.26	0.14	85.71% (+0.12)	―
Nov 09, 2023	2024 (Q1)	0.12 / 0.16	0.12	33.33% (+0.04)	―
Aug 10, 2023	2023 (Q4)	0.09 / 0.14	0.37	-62.16% (-0.23)	―

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
Aug 05, 2025	$29.29	$29.43	+0.48%
May 08, 2025	$28.48	$28.06	-1.47%
Feb 05, 2025	$28.67	$28.39	-0.98%
Nov 07, 2024	$29.05	$29.41	+1.24%

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.