News Class B (NWS) Earnings Dates, Call Summary & Reports

Compare

165 Followers

Earnings Data

Report Date

May 07, 2026

After Close (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

0.19

Last Year’s EPS

0.17

Same Quarter Last Year

Analyst Consensus

―

Based on 0 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized broad, multi-segment operational momentum—notably at Dow Jones and Digital Real Estate—driving revenue, EBITDA and margin expansion, stronger adjusted EPS, and accelerated buybacks backed by robust free cash flow and an improved credit outlook. Offsets include a GAAP net income decline due to a prior-year nonrecurring gain, a HarperCollins inventory write-off that pressured margins, flat News Media revenue with print ad weakness, and continued housing-market variability in Australia/India. On balance, the positive, recurring-growth trends, record Dow Jones performance, and strong cash returns to shareholders outweigh the transitory and segment-specific headwinds.

Company Guidance

Management's forward-looking tone was upbeat and metric-driven: they said Q3/H2 prospects are "auspicious" with continued strong B2B revenue growth at Dow Jones, and reiterated 11 consecutive quarters of year‑over‑year total segment EBITDA growth; they expect overall FY CapEx to be up moderately (with Dow Jones CapEx modestly down) but still forecast "very strong" free cash‑flow growth for the year. They are accelerating buybacks (repurchased $172M in Q2, up $132M YoY and running ~4x last year's pace), expect repurchases to be meaningfully higher in H2 and to benefit from an approximately $380M Foxtel loan repayment. Key near‑term datapoints guiding posture include reported Q2 revenue of ~$2.4B (+6%) and total segment EBITDA of $521M (+9%, margin up ~70 bps to 22.1%), adjusted revenue +3% and adjusted segment EBITDA +7% YoY, Dow Jones revenue $648M (+8%) and segment EBITDA $191M (+10%, ~29.5–30% margin) with Risk & Compliance +20% to $96M and record digital advertising of $87M (+12%); Digital Real Estate revenue $511M (+8%) and EBITDA $206M (+11%) with Realtor.com revenue $143M (+10%), leads +13%, avg monthly uniques 62M and 29% portal visit share; HarperCollins expected to benefit in H2 from frontlist/backlist improvements despite a $16M one‑time inventory charge; and they signaled modest investments at News Media for the California Post while emphasizing continued margin discipline.

Company-wide Revenue and Profitability Improvement

Total revenue rose 6% year-over-year to $2.4 billion in the quarter. Total segment EBITDA increased 9% to $521 million and adjusted total segment EBITDA rose 7% year-over-year. Profitability margin improved by ~70 basis points to 22.1%. Adjusted EPS was $0.40 versus $0.33 in the prior year.

Dow Jones Record Quarter and Strong B2B Performance

Dow Jones revenue grew 8% to $648 million and segment EBITDA rose 10% to $191 million, driving a record margin near 29.5–30% (up ~50 bps YoY). Digital revenues were 82% of segment revenues. Professional Information (B2B) revenue increased 12%; Risk & Compliance was up 20% to $96 million. Digital advertising reached a record $87 million, up 12%. Digital subscriptions increased ~12% to over 6 million (digital-only subscriptions up 12% and +133k sequentially).

Digital Real Estate Momentum (REA and Realtor.com)

Digital Real Estate segment revenues rose 8% to $511 million and segment EBITDA increased 11% to $206 million (12% adjusted). REA revenue grew 7% to $368 million with Australian revenues up ~10%. Realtor.com revenue grew 10% to $143 million; lead volumes improved 13%; average monthly unique users were ~62 million (+1%); portal visits share reached 29% and engagement remained high (~4.8–5 visits per unique user). Adjacent businesses (new homes, rentals, sellers) accounted for 21% of revenues (up 100 bps YoY).

Book Publishing Recovery and Strong Frontlist

HarperCollins revenue increased 6% to $633 million, driven by a stronger frontlist and growth in the faith segment. Digital revenues grew 2% and e-book sales rose 7%. Management signaled improving trends heading into the back half of the year and cited notable upcoming titles and potential streaming-linked demand.

Balance Sheet Strength and Accelerated Buybacks

The company repurchased $172 million of shares in the quarter (up $132 million YoY) and said buybacks are running ~4x the prior year pace with expectations for higher repurchases in H2. Management cited strong free cash flow, a robust balance sheet, and a recent Moody’s upgrade with a positive outlook. Foxtel shareholder loan repayment (~$380 million) expected to further support repurchases.

AI and IP Monetization Opportunities

Management highlighted AI-related monetization potential for proprietary content, noting advanced/expanding deals (e.g., partnership with OpenAI and expanded Bloomberg AI rights for Dow Jones). Company referenced industry precedent (Anthropic $1.5 billion payout for pirated books) and expects to receive AI-related IP-driven payments later this calendar year, positioning proprietary content as a growth/monetization lever.

News Class B (NWS) 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 >

NWS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2026	2026 (Q3)	0.19 / -	0.17	―	―	―
Feb 05, 2026	2026 (Q2)	0.36 / 0.40	0.33	21.21% (+0.07)	―
Nov 06, 2025	2026 (Q1)	0.19 / 0.22	0.21	4.76% (+0.01)	―
Aug 05, 2025	2025 (Q4)	0.20 / 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)	―

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

NWS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2026	$27.29	$25.55	-6.35%
Nov 06, 2025	$28.38	$30.18	+6.35%
Aug 05, 2025	$33.32	$33.68	+1.07%
May 08, 2025	$32.28	$32.35	+0.22%

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.