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    Brian Han • Morningstar

    Brian Han's questions to News Corp (NWSA) leadership

    Brian Han's questions to News Corp (NWSA) leadership • Q2 2025

    Question

    Brian Han sought clarification on whether the expected second-half growth acceleration at Dow Jones referred to revenue or earnings, and asked about any plans for increased investment in the segment.

    Answer

    CEO Robert Thomson indicated that the company is always looking for 'sage investments' and that improvement would come from two main areas: a seasonally stronger period for sales and the positive impact of the dynamic pricing system. This suggests an expectation of improvement in both revenue and profitability.

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    Brian Han's questions to News Corp (NWSA) leadership • Q4 2024

    Question

    Brian Han pointed to stagnant traffic numbers at realtor.com despite ongoing investment and asked if there would be any changes to the investment strategy for the Move segment.

    Answer

    Robert Thomson, Chief Executive, highlighted a 3% sequential increase in unique users and noted the team is improving technology to be 'poised' for a market revival, citing growth in newer seller-side product lines. Susan Panuccio, CFO, confirmed investment will continue but the dollar value of incremental spending will be less than in recent quarters.

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