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New York Times Company (NYT)
NYSE:NYT
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.47Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution and clear progress on strategic priorities, highlighted by meaningful subscriber additions, record digital revenues, robust advertising growth, AOP and margin expansion, and strong free cash flow and shareholder returns. Near-term concerns include higher-than-expected Q4 costs (incentive compensation) and continued investment-driven cost growth in early 2026, plus persistent print declines and AI/legal uncertainties. Overall the positives (subscriber momentum, revenue and profit growth, cash generation, and confident guidance) materially outweigh the manageable lowlights.Company Guidance
Strong Subscriber Growth
Added 1,400,000 net new digital subscribers in 2025, bringing total digital subscribers to 12,800,000; added 450,000 net new digital subscribers in Q4 alone, supporting funnel expansion and cross-product engagement.
Digital Revenue Milestone
Generated more than $2.0 billion in total digital revenues for the first time in 2025, driven by increases in subscription revenue and digital advertising.
Digital Subscription Performance and ARPU
Digital-only subscription revenues grew ~14% in Q4 to $382 million; total subscription revenues grew ~9% in Q4 to $510 million. Total digital-only ARPU increased to $9.72, aided by promotional step-ups and selected price increases.
Robust Advertising Growth
Digital advertising revenue rose ~25% in Q4 to $147 million and grew ~20% for the full year, reflecting stronger marketer demand, new ad supply and better ad product performance.
Operating Profit and Margin Expansion
Adjusted Operating Profit (AOP) grew ~21% in 2025 to $550 million with AOP margin expanding ~190 basis points to 19.5% for the full year. Q4 AOP grew ~13% to ~$192 million with margin of ~24% (+50 bps).
Strong Free Cash Flow and Capital Returns
Generated approximately $551 million of free cash flow in 2025. Returned ~$275 million to shareholders (about $165 million in repurchases and ~$110 million in dividends) and raised the quarterly dividend from $0.18 to $0.23. $350 million remains on repurchase authorization.
Portfolio Diversification and Product Momentum
Multiple non-news products (The Athletic, Games, Cooking, Wirecutter) contributed to subscriber additions and ad growth; family plan rollout is performing well as a monetized 'carrot' approach to sharing and retention.
Positive 2026 Guidance
Company expects another year of subscriber growth, revenue growth, AOP growth, margin expansion and strong free cash flow. Q1 guidance: digital-only subscription revenues +14% to +17%; total subscription revenues +9% to +11%; digital advertising high-teens to low-20s growth; adjusted operating costs +8% to +9%.
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 |
|---|---|---|---|
Feb 04, 2026 | $72.21 | $67.63 | -6.34% |
Nov 05, 2025 | $57.60 | $57.46 | -0.24% |
Aug 06, 2025 | $53.31 | $61.59 | +15.53% |
May 07, 2025 | $52.19 | $52.17 | -0.04% |
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 New York Times Company (NYT) report earnings?
New York Times Company (NYT) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is New York Times Company (NYT) earnings time?
New York Times Company (NYT) earnings time is at May 13, 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 (Q1) is 0.47.
