The New York Times Company (NYT)
NYSE:NYT
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.66Last Year’s EPS
0.58Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture: strong subscriber adds, double-digit revenue growth across subscriptions and ads, significant AOP and margin expansion, and robust free cash flow. Management is investing aggressively in video and other product areas which is driving cost growth and keeps some monetization questions open. Platform-driven traffic risk and ad predictability are acknowledged but were presented as manageable. On balance, the positive growth, profitability and cash generation materially outweigh the identified execution and timing risks.Company Guidance
Strong Consolidated Revenue and Profit Growth
Consolidated revenues grew 12% year-over-year. Adjusted operating profit (AOP) grew ~27% to approximately $118M and AOP margin expanded 200 basis points to 16.6%.
Robust Digital Subscription Performance
Digital-only subscription revenues increased ~16% to $389M. The company added 310,000 net new digital subscribers in Q1, bringing the total to over 13 million, with digital-only ARPU up 2.4%.
Outperforming Digital Advertising
Digital advertising revenues rose ~32% to $93M and total advertising revenues increased ~17% to $127M, both beating expectations driven by marketer demand and expanded ad supply.
Diversified Revenue Streams
Affiliate, licensing and other revenues grew ~8% to $68.5M. Management highlighted multi-revenue stream monetization (subscriptions, ads, licensing) and guidance that all major revenue lines are expected to continue growing in Q2.
Cash Generation and Capital Flexibility
Trailing 12-month free cash flow was $542M. Management noted cash tax and one-time real estate sale benefits that boosted operating cash flow in prior periods, and expects strong free cash flow generation in 2026.
Editorial Recognition and Content Momentum
The Times won multiple Pulitzers (investigative reporting, breaking news photography, opinion writing) and saw other editorial successes (investigations, longform journalism, The Athletic podcast) reinforcing brand and content differentiation.
Product & Video Expansion
The company more than doubled production of reporter video in Q1, launched new products (first multiplayer game 'Crossplay', Sunday edition of The Daily, new Serial podcast), and is making deliberate investments in video aimed at growing engagement and future monetization.
NYT 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
NYT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $77.26 | $83.68 | +8.31% |
Feb 04, 2026 | $72.01 | $67.44 | -6.34% |
Nov 05, 2025 | $57.44 | $57.30 | -0.24% |
Aug 06, 2025 | $53.16 | $61.42 | +15.53% |
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 The New York Times Company (NYT) report earnings?
The New York Times Company (NYT) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is The New York Times Company (NYT) earnings time?
The New York Times Company (NYT) earnings time is at Aug 12, 2026, Before Open (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 NYT EPS forecast?
NYT EPS forecast for the fiscal quarter 2026 (Q2) is 0.66.
