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    Lucy Huang • UBS

    Lucy Huang's questions to News Corp (NWSA) leadership

    Lucy Huang's questions to News Corp (NWSA) leadership • Q1 2025

    Question

    Lucy Huang asked about the growth outlook for Dow Jones's Professional Information Business, noting the recent 8% growth was below prior levels, and questioned if new AI products could re-accelerate it to the mid-teens.

    Answer

    CEO Robert Thomson clarified that underlying growth remains strong in Risk & Compliance (16%) and Energy (11%). CFO Susan Panuccio specified that a customer dispute at Factiva negatively impacted the overall growth rate by approximately 6 percentage points. Without this dispute, the growth would have been in line with previous expectations.

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    Lucy Huang's questions to News Corp (NWSA) leadership • Q4 2024

    Question

    Lucy Huang asked about the cost outlook for fiscal 2025, noting the strong cost control in the past year and recent restructuring efforts in Australia.

    Answer

    Susan Panuccio, CFO, provided a segment-by-segment outlook. She expects News Media to benefit from cost savings in the U.K. and Australia. Dow Jones costs are projected to increase mid-single digits to support B2B growth, while HarperCollins' costs have stabilized, with margins expected to be broadly consistent.

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