News Corp (NWSA)
NASDAQ:NWSA
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.22Last Year’s EPS
0.19Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational momentum: double-digit profit growth, margin expansion, robust free cash flow, and accelerating buybacks. Dow Jones, Digital Real Estate Services and HarperCollins were standout performers, and strategic AI/IP partnerships offer upside. Headwinds are concentrated in News Media profitability (impact from California Post launch and print declines), housing-market cyclicality that could limit Real Estate upside in the near term, and some timing/adjustment effects on reported vs adjusted growth. On balance, the positives across high-margin digital businesses and cash deployment materially outweigh the highlighted challenges.Company Guidance
Company-wide Revenue and Profit Growth
Total revenue rose 9% year-over-year to $2.2 billion; total segment EBITDA increased 18% to $343 million; margins expanded from 14.4% to 15.7% (+130 bps). Net income from continuing operations rose 13%.
Sustained Profitability Streak
News Corp recorded its 12th consecutive quarter of year-over-year total segment EBITDA growth on a continuing operations basis; Dow Jones achieved 13 consecutive quarters of year-over-year EBITDA growth.
Strong Free Cash Flow and Capital Returns
Robust free cash flow and cash position supported an accelerated buyback program: $193 million repurchased in Q3 (up from $172 million in Q2) and $459 million fiscal year-to-date; benefit from ~$380 million Foxtel loan repayment.
Dow Jones: Healthy Growth and Margin Expansion
Dow Jones revenues increased 8% to $619 million and segment EBITDA rose 11% to $147 million; margin expanded to 23.7% (+70 bps). Risk & Compliance revenue surged 19% to $100 million and Energy revenue grew 12% to $77 million; digital represented 84% of Dow Jones revenue.
Digital Real Estate Services Outperformance
Segment revenues $473 million (reported +17%, adjusted +8%); segment EBITDA $155 million (reported +25%, adjusted +16%). REA revenues +20% (8% constant currency) with a 14% yield increase; realtor.com revenues +10% to $148 million and visit share rose to 31% (from 29%), with revenue per existing home-sales now ~20% higher vs Q3 2022.
Book Publishing Strength
HarperCollins revenues grew 8% to $555 million and segment EBITDA rose 14% to $73 million; margin expanded to 13.2% (+70 bps). Digital sales were a tailwind: e-books +17% and audiobooks +7%.
Improving Subscription and Advertising Trends at Dow Jones
Digital-only subscriptions grew 9% year-over-year with ~53,000 sequential net adds; digital advertising in Dow Jones grew 13% while total advertising rose to $91 million (+6%). Pricing initiatives for WSJ digital subscriptions underway supporting ARPU improvement.
Strategic Positioning Around AI and IP Monetization
Company highlighted partnerships with Meta and OpenAI, ongoing negotiations with other AI firms, and expected proceeds from the $1.5 billion Anthropic settlement later this calendar year—positioning News Corp as a key IP input provider for AI.
NWSA 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
NWSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $27.04 | $27.02 | -0.07% |
Feb 05, 2026 | $24.11 | $22.41 | -7.06% |
Nov 06, 2025 | $24.98 | $26.61 | +6.54% |
Aug 05, 2025 | $29.07 | $29.21 | +0.48% |
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 Corp (NWSA) report earnings?
News Corp (NWSA) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is News Corp (NWSA) earnings time?
News Corp (NWSA) 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 NWSA EPS forecast?
NWSA EPS forecast for the fiscal quarter 2026 (Q4) is 0.22.
