The earnings call highlighted significant achievements in subscriber growth, digital advertising revenue, and strategic partnerships, particularly with Amazon. The company's robust financial performance and strategic video expansion indicate a positive outlook. However, there are challenges with traffic headwinds due to AI developments impacting traffic from tech companies.

Company Guidance -

Q3 2025

During The New York Times Company's second quarter 2025 earnings call, the company reported significant growth across multiple metrics. They added approximately 230,000 net new digital subscribers, bringing their total subscriber count to around 11.9 million, and achieved a 15% increase in digital subscription revenue, reaching $350 million. Their digital advertising revenue grew nearly 19% to $94 million, contributing to a total advertising revenue increase of over 12%. The company also reported a 28% growth in adjusted operating profit (AOP) and a 280 basis point expansion in AOP margin. Free cash flow for the first half of the year was approximately $193 million, with $134 million returned to shareholders through share repurchases and dividends. Looking ahead, they expect digital-only subscription revenues to increase by 13% to 16% in the third quarter and plan to maintain their strategic investments in journalism and digital products.

Significant Subscriber Growth

The company added 230,000 net new digital subscribers, reaching a total of approximately 11.9 million subscribers, further advancing towards the milestone of 15 million by 2027.

Digital Advertising Revenue Surge

Digital advertising revenue grew nearly 19%, reflecting the success of the strategy to create a larger digital ad business with compelling brands and a large engaged audience.

Strong Revenue and Free Cash Flow

Revenue grew nearly 10%, adjusted operating profit by approximately 28%, and generated approximately $193 million of free cash flow in the first half of the year.

Amazon Deal for AI Content Licensing

Signed a multiyear deal with Amazon to bring Times journalism to wider audiences across Amazon's products, marking the company's first agreement with generative AI at the center.

Video Expansion Strategy

The company is scaling video production across news, full-length shows, and lifestyle products, showing promise in building presence on video-first platforms.

New York Times (NYT) 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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NYT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.53 / -	0.45	―	―	―
Aug 06, 2025	2025 (Q2)	0.51 / 0.58	0.45	28.89% (+0.13)
May 07, 2025	2025 (Q1)	0.34 / 0.41	0.31	32.26% (+0.10)
Feb 05, 2025	2024 (Q4)	0.75 / 0.80	0.7	14.29% (+0.10)
Nov 04, 2024	2024 (Q3)	0.41 / 0.45	0.37	21.62% (+0.08)
Aug 07, 2024	2024 (Q2)	0.41 / 0.45	0.38	18.42% (+0.07)
May 08, 2024	2024 (Q1)	0.20 / 0.31	0.19	63.16% (+0.12)
Feb 07, 2024	2023 (Q4)	0.61 / 0.70	0.59	18.64% (+0.11)
Nov 08, 2023	2023 (Q3)	0.29 / 0.37	0.21	76.19% (+0.16)	―
Aug 08, 2023	2023 (Q2)	0.21 / 0.38	0.24	58.33% (+0.14)	―

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

NYT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$53.62	$61.95	+15.54%
May 07, 2025	$52.49	$52.47	-0.04%
Feb 05, 2025	$55.51	$48.89	-11.93%
Nov 04, 2024	$56.30	$51.96	-7.71%

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.