USA TODAY (TDAY)
NYSE:TDAY
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.45Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational momentum and meaningful profitability improvements: strong adjusted EBITDA growth (+44.7%), record digital mix (~48% of revenue), sizable digital-other and subscription ARPU gains, audience scale stability, and improving leverage. However, headwinds remain: overall revenue is still down year-over-year (though improved on a same-store basis), digital advertising and local page views faced softness (partly due to Google Discover shifts), AI/licensing revenue is lumpy, and leverage and cash remain imperfect relative to targets. On balance, the positives around margin expansion, digital revenue mix, subscription ARPU gains, and strong AI/licensing upside materially outweigh the near-term top-line and traffic challenges.Company Guidance
Significant EBITDA and Margin Expansion
Total adjusted EBITDA of $73.1M, up 44.7% year-over-year (+$22.6M); total adjusted EBITDA margin expanded to 13.3% from 8.8% a year ago (≈450 basis points improvement).
Strong Net Income Improvement
Net income totaled $19.9M, up $27.2M year-over-year, representing a 371.3% increase versus the prior-year quarter.
Digital Revenue Growth and Mix Shift
Total digital revenues of $261.9M grew 5.2% on a same-store basis and represented ~47.8%–48% of total revenues (all-time high), advancing the company toward its target of digital making up 50% of revenue.
Digital-Only Subscription Momentum
Digital-only subscription revenue of $45.9M, up 6.2% year-over-year and marking a third consecutive quarter of sequential growth; digital-only ARPU reached a record $10.30, up ~42.7% year-over-year.
Large and Stable Audience Reach
Maintained one of the largest digital audiences in the industry with ~180M average monthly unique visitors (up from 179M in Q4) and ~1.4B total page views per month across platforms.
Rapid Growth in 'Digital Other' (AI/ Licensing / Affiliate)
Digital other revenues (content syndication, affiliate, AI partnerships and licensing) grew 125.6% year-over-year, adding $18.8M in the quarter (noted as lumpy but materially contributory in Q1).
Segment-Level Strength (USA TODAY Media & Newsquest)
USA TODAY Media segment adjusted EBITDA $59.5M, up 89.9% with margin expansion of 720 bps to 14.3%; Newsquest revenues $59.8M, up 7%, with segment adjusted EBITDA of $14.9M (up 6.6%) and margin of 24.9%.
LocaliQ Platform Resilience
LocaliQ core platform revenue of $99.3M with ~11,900 average core customers and core platform ARPU near record highs at ~$2,800.
Balance Sheet and Leverage Progress
First-lien net leverage declined to 2.3x (a 12% reduction), total debt modestly down ($988.3M total debt with $4M paydown in the quarter), and the company generated positive free cash flow in Q1 ($6.4M).
Operational & Cost Discipline
Operating costs and SG&A reduced by 8.8% year-over-year driven by the 2025 cost reduction program and continued cost discipline, contributing to margin expansion and improved cash generation.
TDAY 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
TDAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $7.28 | $7.23 | -0.69% |
Feb 26, 2026 | $6.12 | $6.40 | +4.58% |
Nov 05, 2025 | $5.09 | $5.10 | +0.20% |
Aug 07, 2025 | $4.12 | $4.03 | -2.18% |
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 USA TODAY (TDAY) report earnings?
USA TODAY (TDAY) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is USA TODAY (TDAY) earnings time?
USA TODAY (TDAY) earnings time is at Jul 30, 2026, Before Open (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 TDAY EPS forecast?
TDAY EPS forecast for the fiscal quarter 2026 (Q2) is >-0.01.