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David Karnivosky

Research Analyst at JPMorgan

David Karnovsky is Managing Director and Head of U.S. Media, Entertainment, and Advertising Equity Research at J.P. Morgan, specializing in coverage of leading consumer discretionary companies including media conglomerates, broadcasting, and entertainment firms. He has covered approximately 20 major NYSE and NASDAQ-listed companies, maintaining an average analyst success rate near 70% and average portfolio returns exceeding 14% according to metrics from independent rating platforms. Karnovsky began his analyst career after earning an undergraduate degree from Emory and an MBA from Columbia, holding previous finance positions at Moody's Investors Service and UBS prior to joining J.P. Morgan in 2013. He holds relevant securities industry credentials such as FINRA registration and is recognized for top-rated investment recommendations, including a standout 129% return for Live Nation investors.

David Karnivosky's questions to NEW YORK TIMES (NYT) leadership

Question · Q3 2025

David Karnivosky asked about the functionality of the new 'watch tab,' specifically regarding personalization versus highlighting top stories and the process for integrating ads. He also sought details on the record growth in single product net ads, particularly for Games, and the impact of initiatives like the Mini Crossword paywall and the new Pips game.

Answer

Meredith Kopit Levien described the watch tab as part of a broader video strategy to increase engagement with news and reporter videos, noting it's early days for advertising integration. For single product subscriptions, she highlighted strong net ads growth, with Games playing a significant role, and confirmed the Mini Crossword paywall was an intentional move for long-term value creation without sacrificing audience engagement, emphasizing continuous value addition to the Games portfolio.

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