News Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS)
ASX:NWS
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.31Last Year’s EPS
0.29Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized broad, multi-segment revenue and profit growth—notably at Dow Jones, Digital Real Estate Services and HarperCollins—with strong margin expansion, accelerated buybacks and strategic AI/IP partnerships. Headwinds were concentrated in the News Media segment (investment costs and print declines), housing-market sensitivity for real estate exposure, some regional impacts and timing-related cash flow variability. Overall, the positive operational momentum, multi-quarter EBITDA streak, and progress on AI/IP monetization materially outweigh the contained lowlights.Company Guidance
Overall Revenue and Profit Growth
Total revenue rose 9% year-over-year to $2.2 billion; total segment EBITDA increased 18% to $343 million; overall segment margin expanded from 14.4% to 15.7% (130 basis points). Net income from continuing operations rose 13%.
Earnings Per Share Improvement and Cash Returns
Earnings from continuing operations per share were $0.16 (vs $0.14 prior year); adjusted EPS was $0.21 (vs $0.17). Repurchased $193 million of shares in Q3 (up from $172 million in Q2), bringing fiscal YTD buybacks to $459 million; robust free cash flow and $380 million Foxtel loan repayment supporting accelerated buybacks.
Dow Jones: Strong Revenue and Margin Expansion
Dow Jones revenues rose 8% to $619 million and segment EBITDA grew 11% to $147 million; EBITDA margin expanded to 23.7% (up 70 basis points). Risk & Compliance revenues surged 19% to $100 million; Dow Jones Energy revenues increased 12% to $77 million with ~90% customer retention. Digital now ~84% of segment revenue (from 82%).
Digital Real Estate Services Momentum
Segment revenues $473 million (reported +17%, adjusted +8%); segment EBITDA $155 million (reported +25%, adjusted +16%); margin widened from 30.5% to 32.8%. Realtor.com revenues rose 10% to $148 million; realtor.com visit share improved to 31% (from 29%) and averaged 5.3 visits per unique user vs Zillow 3.5, Redfin 2.9, Homes.com 1.9. REA revenues up 20% (8% constant currency) with a 14% increase in yield.
HarperCollins Outperformance
HarperCollins revenues increased 8% to $555 million and segment EBITDA rose 14% to $73 million; margin expanded to 13.2% (up 70 basis points). Digital sales strong: e-books +17% and audiobooks +7%; backlist contributed 64% of consumer revenues.
Subscriber and Advertising Strength at Dow Jones and News U.K.
Digital-only subscriptions grew 9% year-over-year with sequential net adds of ~53,000; Wall Street Journal digital price increases begun to improve ARPU. News U.K. ended the quarter with 676,000 subscribers for The Times and The Sunday Times (+7% year-over-year). Digital advertising growth led by technology and finance sectors: Dow Jones digital advertising +13%.
Consistent Multi-Quarter Profitability Trend
News Corp marked its 12th consecutive quarter of year-over-year total segment EBITDA growth on a continuing operations basis; Dow Jones recorded 13 consecutive quarters of YoY EBITDA growth. Management expects strong fiscal year finish and continued free cash flow growth.
Strategic AI and IP Monetization Progress
Company highlighted agreements with Meta and OpenAI and ongoing negotiations with other AI firms; expects material benefit from IP deals including anticipated proceeds from the $1.5 billion Anthropic settlement later this calendar year. Management is pursuing illicit content scraping cases and emphasizing content provenance as an input for AI.
News Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS) Earnings, Revenues Date & History
AU:NWS 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
AU:NWS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | AU$42.07 | AU$43.17 | +2.61% |
Feb 05, 2026 | AU$40.35 | AU$38.18 | -5.38% |
Nov 06, 2025 | AU$44.83 | AU$46.18 | +3.02% |
Aug 05, 2025 | AU$52.25 | AU$54.94 | +5.13% |
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 Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS) report earnings?
News Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is News Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS) earnings time?
News Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of News Corporation Shs B Chess Depository Interests repr 1 Sh stock?
The P/E ratio of News Corporation Shs B Chess Depository Interests repr 1 Sh is N/A.
What is AU:NWS EPS forecast?
AU:NWS EPS forecast for the fiscal quarter 2026 (Q4) is 0.31.