The earnings call reflected a robust financial performance for News Corp, with record profitability and notable growth across several key segments such as Dow Jones and Digital Real Estate. The approval of a significant stock repurchase program signals confidence in the company's future. However, challenges remain in specific areas like the advertising environment and the broader book publishing market. Overall, the highlights significantly outweigh the lowlights, indicating a strong positive outlook.

Company Guidance

During News Corp's Fourth Quarter and Full Year Fiscal 2025 Earnings Conference Call, the company reported several key financial metrics and strategic initiatives. For the full year, revenues rose by 2% to nearly $8.5 billion, while total segment EBITDA improved by 14% to over $1.4 billion. Net income from continuing operations increased by 71% to $648 million, with profit margins expanding by 170 basis points to 16.7%. In the fourth quarter alone, revenues increased by 1% to $2.1 billion, profitability grew by 5% to $322 million, and net income from continuing operations rose by 28% to $86 million. Free cash flow for fiscal 2025 was $571 million, up from $540 million in the previous year, despite increased capital expenditures at Dow Jones. The Board authorized a new $1 billion stock repurchase program, complementing the remaining $300 million from the previous program. The company highlighted strong performance across its three pillars—Dow Jones, Digital Real Estate Services, and Book Publishing. Dow Jones reported a 4% increase in revenue and an 8% increase in EBITDA for the year, with notable growth in its Professional Information Business. Digital Real Estate saw a 9% increase in revenues, while Book Publishing achieved a 3% revenue increase, marking its second-best revenue year on record. News Corp also discussed its focus on protecting intellectual property in the age of AI and emphasized continued investment in high-margin content licensing and digital revenue streams.

Record Profitability and Revenue Growth

For fiscal 2025, revenues rose 2% to nearly $8.5 billion, with a total segment EBITDA improvement of 14%, reaching over $1.4 billion. Net income from continuing operations increased by 71% to $648 million, and profit margins increased by 170 basis points to 16.7%.

Dow Jones Segment Growth

Dow Jones reported a strong year with revenue and EBITDA rising 4% and 8%, respectively. The fourth quarter saw a 7% increase in revenue to $604 million, and a 10% rise in EBITDA to $151 million.

Digital Real Estate Performance

Digital Real Estate revenues rose 9% for the year, with EBITDA increasing by 18%. Realtor.com showed growth despite a sluggish housing market, with revenue from targeted growth areas increasing by 5 percentage points year-over-year.

Book Publishing Achievements

Book Publishing posted its second-best revenue year with a 3% increase to $2.1 billion, and segment EBITDA expanded by 10% to $296 million.

Stock Repurchase Program

A new $1 billion stock repurchase program was authorized, in addition to the $300 million remaining from the previous program, indicating confidence in the company's value.

News Corp (NWSA) 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

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NWSA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q1)	0.21 / -	0.21	―	―	―
Aug 05, 2025	2025 (Q4)	0.19 / 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)	―
Nov 09, 2023	2024 (Q1)	0.12 / 0.16	0.12	33.33% (+0.04)	―
Aug 10, 2023	2023 (Q4)	0.09 / 0.14	0.37	-62.16% (-0.23)	―

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
Aug 05, 2025	$29.29	$29.43	+0.48%
May 08, 2025	$28.48	$28.06	-1.47%
Feb 05, 2025	$28.67	$28.39	-0.98%
Nov 07, 2024	$29.05	$29.41	+1.24%

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.