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    Evan Karatzas • UBS Group AG

    Evan Karatzas's questions to News Corp (NWSA) leadership

    Evan Karatzas's questions to News Corp (NWSA) leadership • Q3 2025

    Question

    Evan Karatzas of UBS followed up on the Dow Jones pricing strategy, asking about the resulting churn impact and any key learnings regarding the price elasticity of consumer subscriptions.

    Answer

    CEO Robert Thomson explained that the company is constantly learning about price elasticity through its AI-enhanced dynamic pricing system. He stated this allows them to identify different customer cohorts to manage elasticity and vulnerability. The ultimate goal, he said, is to reduce churn and maximize revenue by using the expertise and tools at their disposal.

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    Evan Karatzas's questions to News Corp (NWSA) leadership • Q2 2025

    Question

    Evan Karatzas asked about the strong margin expansion at Dow Jones, requesting the size of the margin headwind from the Factiva dispute to gauge the normalized margin, and whether the current rate of expansion is sustainable.

    Answer

    CFO Lavanya Chandrashekar declined to provide specific margin guidance but revealed that the Factiva dispute had a negative impact of over 300 basis points on revenue growth. She stated that the company will remain cost-disciplined and expects to see continued upside in margins as it focuses on monetizing new subscriptions.

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