News Corporation Class B (NWS)
NASDAQ:NWS
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.23Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive tone: multiple core businesses reported double-digit profit growth, margins expanded, and management highlighted strategic wins in AI partnerships and strong buyback activity. Key strengths include Dow Jones, Digital Real Estate Services and HarperCollins driving profitability and digital revenue mix gains. Headwinds exist in News Media profitability (launch and print pressures), housing-market sensitivity, IP-scraping litigation risks and short-term working-capital timing effects, but management expects these to be manageable and anticipates a strong fourth quarter.Company Guidance
Top-line and EBITDA Growth
Total revenue rose 9% year-over-year to $2.2 billion and total segment EBITDA increased 18% to $343 million, demonstrating strong topline and operating-profit expansion for the quarter.
Margin Expansion and Consistent Profitability
Operating margin expanded from 14.4% to 15.7% (up ~130 basis points). This marks the 12th consecutive quarter of year-over-year profitability growth on a continuing operations basis.
Dow Jones Outperformance
Dow Jones revenues increased 8% to $619 million and segment EBITDA rose 11% to $147 million, with margins improving 70 basis points to 23.7%. Risk & Compliance revenue surged 19% to $100 million and Dow Jones Energy revenue grew 12% to $77 million.
Digital Real Estate Services Momentum (REA & realtor.com)
Segment revenues were $473 million (reported +17%; adjusted +8%) and segment EBITDA reached $155 million (reported +25%; adjusted +16%). REA revenue grew 20% (8% constant currency) and realtor.com revenue rose 10% to $148 million. Realtor.com visit share improved to 31% (from 29%) and average visits per user were 5.3, outperforming competitors.
Book Publishing Strong Quarter (HarperCollins)
HarperCollins revenues rose 8% to $555 million and segment EBITDA increased 14% to $73 million; margin expanded 70 basis points to 13.2%. Digital revenues grew 11% with e-books up 17% and audiobooks up 7%.
Digital Mix and Subscription Gains
Digital represented a larger share across segments: Dow Jones digital revenues 84% of segment (from 82%); digital-only subscriptions grew 9% with sequential net adds of ~53,000. Digital advertising at Dow Jones rose 13% and contributed to the strongest Q3 advertising revenue since FY2022.
AI Partnerships and IP Monetization Potential
Company highlighted strategic agreements with Meta and OpenAI, ongoing negotiations with other AI players, and expectation to receive proceeds from a $1.5 billion Anthropic settlement — positioning News Corp as a valuable 'AI inputs' / IP provider with near-term and multi-year revenue upside.
Share Buybacks and Cash Strength
Repurchased $193 million of shares in Q3 (up from $172 million in Q2), bringing fiscal YTD repurchases to $459 million. Management cited robust free cash flow and a strong cash position that support accelerated buybacks and optionality for long-term shareholder value.
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
NWS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $30.85 | $31.31 | +1.49% |
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% |
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 Class B (NWS) report earnings?
News Corporation Class B (NWS) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is News Corporation Class B (NWS) earnings time?
News Corporation Class B (NWS) earnings time is at Aug 06, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NWS EPS forecast?
NWS EPS forecast for the fiscal quarter 2026 (Q4) is 0.23.
