News Corporation Shs B Chess Depository Interests repr 1 Sh (AU:NWS)
ASX:NWS
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.27Last Year’s EPS
0.27Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized accelerating revenue and segment EBITDA growth driven by Dow Jones and digital real estate, expanding adjusted EPS and margins, strong cash generation and accelerated buybacks, and promising AI monetization opportunities. Weaknesses were largely isolated to non-recurring comparator effects (reducing reported net income), a one-time inventory write-off at HarperCollins, flat News Media revenues with weaker print advertising, and certain regional real estate/headwinds (REA India and national listing softness). Overall, the positives—broad-based segment profitability gains, record Dow Jones margins, engagement and audience share gains at realtor.com, buyback acceleration and AI partnership momentum—materially outweigh the transitory and sector-specific headwinds cited by management.Company Guidance
Consolidated Revenue and EBITDA Growth
Total reported revenue rose 6% year-over-year to $2.4 billion and total segment EBITDA increased 9% to $521 million, with adjusted total segment EBITDA up 7% versus the prior year and margins improving to 22.1% (up ~70 basis points).
Adjusted EPS and Profitability Improvement
Adjusted earnings from continuing operations per share were $0.40 for the quarter versus $0.33 in the prior year (approximately +21%), and overall profitability margin expanded from 21.4% to 22.1%.
Dow Jones: Strong Revenue, Record Margins and Digital Momentum
Dow Jones revenue rose 8% to $648 million with segment EBITDA up 10% to $191 million and record margins near ~29.5–30% (up ~50 basis points). Digital revenue represented 82% of segment revenues; digital subscriptions/volumes increased ~12% (over 6 million subscriptions); digital advertising hit a record $87 million (up 12%). Professional information revenue grew 12% with risk & compliance up 20% to $96 million.
Digital Real Estate: Continued Growth and Engagement Gains
Digital real estate segment revenues rose 8% to $511 million and segment EBITDA increased 11% to $206 million (12% adjusted). REA revenues grew 7% to $368 million and Australian revenues improved ~10%. Realtor.com revenues rose 10% to $143 million, leads improved 13%, average monthly unique users were ~62 million (up 1%), and engagement remained very high (~4.8–5 visits per user) with a 29% share of visits across portals.
Book Publishing Recovery and Frontlist Strength
HarperCollins revenues grew 6% to $633 million driven by strong frontlist and faith segment performance and recent acquisitions; digital and e-book sales improved (digital +2%, e-books +7%), with backlist contributing a strong share of consumer revenues (59%). Management expects mounting optimism for the second half.
Balance Sheet, Cash Flow and Buyback Acceleration
Management emphasized a robust balance sheet and strong free cash flow, repurchasing $172 million of shares in the quarter (up $132 million year-over-year) and running buybacks at roughly four times the prior-year pace; buyback activity is expected to accelerate in the second half and benefit from a ~$380 million repayment of Foxtel loans.
AI Monetization and Strategic Partnerships
Company highlighted expanding AI-related monetization: existing and expanding deals (including with OpenAI and Bloomberg for AI rights), enhanced Factiva GenAI capabilities, and expectation of receiving a material payout related to Anthropic's settlement (~$1.5 billion settlement noted) later in the calendar year — positioning proprietary content as a monetizable asset in AI.
Sector Concentration Driving Results
Management reiterated that three core pillars—Dow Jones, Digital Real Estate, and Book Publishing—accounted for ~95% of profitability in the quarter and collectively produced sustained growth, supporting confidence in the company’s strategic repositioning toward recurring, higher-margin revenue.
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 |
|---|---|---|---|
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% |
May 08, 2025 | AU$50.35 | AU$52.78 | +4.83% |
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 May 07, 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 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.
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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 (Q3) is 0.27.