The earnings call highlighted several positive outcomes, such as record revenue and profitability, along with strong performances in digital real estate, book publishing, and subscription video services. However, there were challenges in advertising revenue and the U.S. property market. Overall, the positive aspects and growth in key segments outweigh the challenges.

Company Guidance

During the News Corp's First Quarter Fiscal 2025 earnings call, the company reported a robust performance with record first-quarter revenue of $2.58 billion, reflecting a 3% year-over-year increase, and profitability surged by 14% to $415 million. The profit margin improved from 14.6% to 16.1%. Net income experienced a significant rise from $58 million last year to $144 million, with earnings per share (EPS) jumping from $0.05 to $0.21. Digital real estate revenue saw a 13% increase, driven by REA's record quarterly revenue, while HarperCollins achieved a 25% rise in profitability. Subscription Video Services revenue grew by 3%, with streaming accounting for 70% of Foxtel's subscribers. The Dow Jones segment reported a 3% revenue increase with a 6% EBITDA growth, and News Media saw a 14% rise in profitability despite challenging advertising conditions. The company's outlook anticipates continued growth across its segments, with a focus on B2B expansion, digital subscription pricing, and cost efficiencies.

Record First Quarter Revenue and Profitability

Revenue rose 3% year-over-year to $2.58 billion, while profitability surged 14% to $415 million. Profit margin increased from 14.6% to 16.1%.

Net Income and EPS Growth

Net income jumped from $58 million last year to $144 million, and EPS increased from $0.05 to $0.21 compared to the same quarter last year.

Digital Real Estate Success

Digital real estate revenue increased by 13%, driving profitability up by 15%. REA Group reached all-time record quarterly revenue, with residential yield growth improving by 15%.

HarperCollins Performance

Book Publishing revenues were up by 4%, and segment EBITDA improved by 25%. Digital revenue growth was driven by a 26% increase in audiobooks and a 7% increase in e-books.

Subscription Video Services Growth

Revenues increased by 3% with streaming revenues accounting for 34% of circulation and subscription revenues, up from 30% in the prior year.

Cost Efficiency and Profitability Improvement

News Media segment profitability increased 14% despite a challenging macro environment, driven by cost-saving initiatives.

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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
Aug 09, 2018	2018 (Q4)	- / 0.08	0.11	-27.27% (-0.03)	―	―
Nov 07, 2018	2019 (Q1)	- / 0.17	0.07	142.86% (+0.10)	―	―
Feb 07, 2019	2019 (Q2)	- / 0.18	0.24	-25.00% (-0.06)	―	―
May 09, 2019	2019 (Q3)	- / 0.04	0.06	-33.33% (-0.02)	―	―
Aug 08, 2019	2019 (Q4)	- / 0.07	0.08	-12.50% (>-0.01)	―	―
Nov 07, 2019	2020 (Q1)	- / 0.04	0.17	-76.47% (-0.13)	―	―
Feb 06, 2020	2020 (Q2)	- / 0.18	0.18	0.00% (0.00)	―	―
May 07, 2020	2020 (Q3)	- / 0.03	0.04	-25.00% (-0.01)	―	―
Aug 06, 2020	2020 (Q4)	- / -0.03	0.07	-142.86% (-0.10)	―	―
Nov 05, 2020	2021 (Q1)	- / 0.08	0.04	100.00% (+0.04)	―	―

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

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NWSA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2024	$29.16	$29.52	+1.23%
Aug 08, 2024	$26.68	$27.63	+3.56%
May 08, 2024	$24.05	$24.69	+2.66%
Feb 07, 2024	$24.09	$25.64	+6.43%

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.

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