The earnings call highlighted strong growth in digital revenue, successful cost management, and innovative product launches, though it acknowledged ongoing challenges from the cyber incident affecting subscriber metrics.

Company Guidance

During Lee Enterprises' 2025 Third Quarter Webcast and Conference Call, significant guidance was provided on the company's digital transformation and financial performance. The company reported a robust 16% year-over-year growth in digital subscription revenue, with an impressive 28% increase in ARPU, although there was a sequential decline in subscribers to 670,000 due to a prior cyber incident. Despite these challenges, Lee achieved a 4% increase in total digital revenue on a same-store basis over the previous quarter, reaching $305 million annually, and aims for $450 million by 2028. Additionally, local advertising revenue improved favorably by seven points year-over-year, and the Ampli Digital Agency saw double-digit growth. The company's cost management strategy resulted in a 3% to 5% decline in cash costs for the fiscal year, with additional asset monetization expected to generate $20 million. Overall, Lee continues to focus on digital growth, leveraging AI-powered solutions, and remains committed to reducing debt and sustaining long-term shareholder value.

Significant Growth in Adjusted EBITDA

The third quarter represented significant growth in adjusted EBITDA over Q2, indicating strong financial performance.

Improvement in Local Advertising Revenue

Local advertising revenue trends showed meaningful improvement with the year-over-year trend favorable by 7 points, driven by sustained strength across a core base of 20,000 local advertisers.

Launch of AI-Powered Suite

The company launched its first-to-market AI-powered suite in Q2, including packages like Smart Answer, Smart Team, and Smart Suite HQ, designed to enhance lead capture, customer engagement, and business automation.

Digital Subscription Growth

Digital subscription revenue grew 16% year-over-year on a same-store basis, driven by a 28% increase in ARPU, though the number of digitally-only subscribers ended at 670,000, down sequentially.

Digital Revenue Milestone

Total digital revenue reached $305 million on a trailing 12-month basis, with the third quarter digital revenue representing 55% of overall revenue.

Cost Management Success

Cash costs decreased by 7% compared to the same quarter last year, with the fiscal year expected to finish with a 3% to 5% decline in cash costs over the prior year.

Lee Enterprises (LEE) 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

Daily Earnings Calendar >

LEE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 11, 2025	2025 (Q4)	- / -	-1.69	―	―	―
Aug 07, 2025	2025 (Q3)	- / -0.31	-0.73	57.53% (+0.42)
May 08, 2025	2025 (Q2)	-0.58 / -2.07	-2.06	-0.49% (>-0.01)
Feb 06, 2025	2025 (Q1)	-0.40 / -2.80	0.12	-2433.33% (-2.92)
Dec 12, 2024	2024 (Q4)	0.65 / -1.69	-0.32	-428.12% (-1.37)
Aug 01, 2024	2024 (Q3)	0.68 / -0.73	0.25	-392.00% (-0.98)
May 02, 2024	2024 (Q2)	- / -2.06	-1.01	-103.96% (-1.05)
Feb 01, 2024	2024 (Q1)	- / 0.12	0.19	-36.84% (-0.07)
Dec 07, 2023	2023 (Q4)	1.40 / -0.32	-1.09	70.64% (+0.77)
Aug 03, 2023	2023 (Q3)	0.93 / 0.25	-0.05	600.00% (+0.30)

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

LEE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$4.85	$4.46	-8.04%
May 08, 2025	$8.11	$7.80	-3.82%
Feb 06, 2025	$13.38	$12.32	-7.92%
Dec 12, 2024	$16.65	$16.55	-0.60%

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 Lee Enterprises Inc. (LEE) report earnings?

Lee Enterprises Inc. (LEE) is schdueled to report earning on Dec 11, 2025, Before Open (Confirmed).

What is Lee Enterprises Inc. (LEE) earnings time?

Lee Enterprises Inc. (LEE) earnings time is at Dec 11, 2025, 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.

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What is LEE EPS forecast?

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