AI LicensingAdditional upside from potential AI licensing agreements position the company to deliver strong double-digit growth in Adj. Operating Profit and to return increasing amounts of capital to shareholders.
Digital GrowthThe digital-first subscription model and strong fundamentals position the business to deliver growth, margin expansion, FCF generation, and increasing shareholder returns.
Subscriber GrowthThe New York Times is expected to achieve its target for 15M total subscribers by 2027, which implies the company's subscriber base will grow around 10% per year.