Earnings summaries and quarterly performance for NEW YORK TIMES.
Executive leadership at NEW YORK TIMES.
Meredith Kopit Levien
Detailed
President and Chief Executive Officer
CEO
AS
A.G. Sulzberger
Detailed
Chairman of the Board and Publisher of The New York Times
DB
Diane Brayton
Detailed
Executive Vice President and Chief Legal Officer
JW
Jacqueline Welch
Detailed
Executive Vice President and Chief Human Resources Officer
WB
William Bardeen
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at NEW YORK TIMES.
AS
Amanpal S. Bhutani
Detailed
Independent Director
AB
Anuradha B. Subramanian
Detailed
Independent Director
AG
Arthur Golden
Detailed
Non-Employee Director
BB
Beth Brooke
Detailed
Independent Director
BP
Brian P. McAndrews
Detailed
Presiding Director
DP
David Perpich
Detailed
Director
JW
John W. Rogers, Jr.
Detailed
Independent Director
MB
Manuel Bronstein
Detailed
Independent Director
MG
Margot Golden Tishler
Detailed
Non-Employee Director
RG
Rachel Glaser
Detailed
Independent Director
RV
Rebecca Van Dyck
Detailed
Independent Director
Research analysts who have asked questions during NEW YORK TIMES earnings calls.
Benjamin Soff
Deutsche Bank
6 questions for NYT
Also covers: LYV, NXST, SBGI +1 more
Thomas Yeh
Morgan Stanley
6 questions for NYT
Also covers: AMCX, FUN, LGF-A +2 more
DK
David Karnovsky
JPMorgan Chase & Co.
5 questions for NYT
Also covers: CCO, CNK, DIS +17 more
DA
Douglas Arthur
Huber Research Partners
4 questions for NYT
Also covers: CARG, FUBO, TRI
Kutgun Maral
Evercore ISI
4 questions for NYT
Also covers: ATUS, CHTR, CMCSA +11 more
DA
Doug Arthur
Huber Research
2 questions for NYT
Also covers: TRI
Jason Bazinet
Citigroup
2 questions for NYT
Also covers: APP, CTV, FWONK +18 more
VK
Vasily Karasyov
Cannonball Research
2 questions for NYT
Also covers: APP, ROKU, TTD +1 more
DK
David Karnivosky
JPMorgan
1 question for NYT
KV
Kannan Venkateshwar
Barclays PLC
1 question for NYT
Also covers: DIS, SPOT, T +5 more
Recent press releases and 8-K filings for NYT.
The New York Times Discusses 2026 Priorities, Subscriber Growth, and Financial Strategy
NYT
New Projects/Investments
Legal Proceedings
Revenue Acceleration/Inflection
- The New York Times is nearing 12 million digital subscribers with a goal of 15 million by 2027, driven by strategic priorities for 2026 including ambitious journalism, expanded video content (like the Watch Tab launched in Q3), and adding value across its diverse product portfolio.
- The company aims for long-term subscription revenue growth through subscriber additions and ARPU expansion, supported by strong subscriber engagement and the monetization of new offerings like games. Digital advertising revenue is also showing strong performance with a low 20s/high teens growth rate.
- The New York Times maintains a strong track record of cost management and margin improvement, achieving approximately 200 basis points of margin improvement per year and margins in the high teens. Capital allocation prioritizes investment in the subscription strategy and returning at least 50% of free cash flow to shareholders.
- The company is leveraging AI to enhance operations and journalism, while simultaneously engaging in legal proceedings against entities like Perplexity, Microsoft, and OpenAI to protect its intellectual property and ensure fair value exchange.
Dec 9, 2025, 3:30 PM
The New York Times Discusses 2026 Priorities, Subscriber Growth, and AI Strategy
NYT
Revenue Acceleration/Inflection
New Projects/Investments
Legal Proceedings
- The New York Times (NYT) is focused on its essential subscription strategy, aiming to continue delivering high-quality independent journalism in diverse formats, particularly video, and enhancing its product portfolio to foster direct customer relationships in 2026.
- The company is nearing 12 million digital subscribers with a goal of 15 million by 2027, expressing confidence in an underpenetrated addressable market. It anticipates continued strong ARPU trajectory and sustained digital advertising revenue growth, driven by added product value, engagement, and effective pricing strategies.
- NYT aims for ongoing margin expansion, historically achieving 200 basis points per year, through active cost management and strategic investments in journalism and digital products. With a strong balance sheet, the primary capital allocation is investing in its subscription strategy, committing to return at least 50% of free cash flow to shareholders via buybacks and dividends.
- The company is actively leveraging AI to enhance journalism, accessibility, and customer experience, while also pursuing legal actions against unauthorized use of its intellectual property to ensure sustainable fair value exchange in licensing agreements.
Dec 9, 2025, 3:30 PM
NYT Reports Strong Q3 2025 Results with Significant Subscriber and Revenue Growth
NYT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The New York Times Company reported adding approximately 460K net digital-only subscribers in Q3 2025, reaching a total of 12.33 million subscribers, with 51% now being bundle and multiproduct subscribers.
- Total revenues for Q3 2025 increased to $701 million, driven by a 14.0% year-over-year rise in digital-only subscription revenues and a 20.3% year-over-year increase in digital advertising revenues.
- Adjusted operating profit (AOP) grew 26.1% year-over-year to approximately $131 million, with the AOP margin expanding 240 basis points to 18.7% in Q3 2025.
- For Q4 2025, the Company anticipates digital-only subscription revenues to increase 13 - 16% and total advertising revenues to increase high-single-to-low-double-digits.
Nov 5, 2025, 1:00 PM
NYT Reports Strong Q3 2025 Results and Provides Q4 Outlook
NYT
Earnings
Guidance Update
Share Buyback
- The New York Times Company reported strong Q3 2025 results, with consolidated revenues growing approximately 9.5% and Adjusted Operating Profit (AOP) increasing by approximately 26%, leading to an AOP margin expansion of approximately 240 basis points.
- The company added 460,000 net new digital subscribers, bringing the total subscriber base to 12.3 million, with digital subscription revenue increasing 14% and digital-only ARPU growing 3.6% to $9.79.
- Advertising revenues also showed significant growth, with digital advertising increasing over 20% and total advertising growing nearly 12% in Q3 2025.
- For Q4 2025, the company anticipates continued growth, with digital-only subscription revenues expected to increase 13-16% and total advertising revenues projected to increase high single to low double digits.
- The company generated approximately $393 million of free cash flow in the first nine months of the year and returned approximately $191 million to shareholders through share repurchases and dividends, consistent with its capital allocation strategy.
Nov 5, 2025, 1:00 PM
The New York Times Co. Reports Strong Q3 2025 Results and Positive Q4 Outlook
NYT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The New York Times Co. reported strong Q3 2025 results, with consolidated revenues growing approximately 9.5%, Adjusted Operating Profit (AOP) increasing by approximately 26%, and Adjusted diluted EPS rising to $0.59.
- The company added 460,000 net new digital subscribers, bringing the total subscriber base to approximately 12.3 million. Digital-only subscription revenues increased by 14% to $367 million, and total digital-only ARPU grew 3.6% to $9.79.
- Digital advertising revenues saw a significant increase of approximately 20% to $98 million, contributing to a total advertising revenue growth of approximately 12% to $132 million.
- For Q4 2025, the company expects digital-only subscription revenues to increase 13%-16% and total advertising revenues to increase high single to low double digits.
- Management emphasized disciplined expense growth while investing in journalism and product experiences, including video and AI, and reiterated its capital allocation strategy of returning at least 50% of free cash flow to shareholders.
Nov 5, 2025, 1:00 PM
New York Times Company Reports Strong Q3 2025 Results with Double-Digit Digital Revenue Growth
NYT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The New York Times Company reported strong Q3 2025 results, with consolidated revenues growing approximately 9.5%, Adjusted Operating Profit (AOP) increasing by approximately 26%, and Adjusted diluted EPS rising to 59 cents.
- The company added 460,000 net new digital subscribers, bringing the total subscriber count to 12.3 million, while digital subscription revenue increased by 14% to $367 million.
- Total advertising revenues grew approximately 12% to $132 million, driven by a 20% increase in digital advertising revenues to $98 million.
- For Q4 2025, the company expects digital-only subscription revenues to increase 13-16% and total advertising revenues to increase high single to low double digits.
- The company generated approximately $393 million of free cash flow in the first nine months of the year and returned approximately $191 million to shareholders through share repurchases and dividends.
Nov 5, 2025, 1:00 PM
The New York Times Company Reports Strong Q3 2025 Results
NYT
Earnings
Revenue Acceleration/Inflection
Share Buyback
- The New York Times Company reported Q3 2025 diluted earnings per share of $0.50 and adjusted diluted earnings per share of $0.59, marking year-over-year increases of $0.11 and $0.14, respectively.
- Total revenues for Q3 2025 grew 9.5% year-over-year to $700.8 million, driven by a 14.0% increase in digital subscription revenues and a 20.3% increase in digital advertising revenues.
- The company added approximately 460,000 net digital-only subscribers in Q3 2025, bringing the total digital-only subscribers to 11.76 million and total subscribers to 12.33 million.
- Operating profit increased 36.6% year-over-year to $104.8 million, and adjusted operating profit rose 26.1% to $131.4 million.
- Net cash provided by operating activities for the first nine months of 2025 was $420.3 million, with free cash flow at $392.9 million. The company also repurchased $27.3 million of its Class A Common Stock during Q3 2025.
Nov 5, 2025, 12:02 PM
Epic Cleantec Launches OneWater Rain System
NYT
Product Launch
New Projects/Investments
- Epic Cleantec unveiled its OneWater Rain system at Greenbuild 2025 in Los Angeles on November 4, 2025.
- The system is an advanced, modular water recycling solution that captures and purifies rainwater and HVAC condensate for non-potable applications such as irrigation, toilet flushing, and cooling tower makeup.
- This solution helps developers and property owners reduce utility costs, achieve sustainability goals, and strengthen resilience against drought.
- Rainwater reuse can offset 20–40% of a building’s total non-potable water demand.
- Epic Cleantec has already secured contracts to install the first OneWater Rain systems in California and Texas.
Nov 4, 2025, 1:00 PM
Venu to Complete $14 Million Sale-Leaseback on Colorado Springs Property
NYT
Share Buyback
New Projects/Investments
- Venu Holding Corporation (VENU) is expected to complete a $14 million sale-leaseback of a parking property on its Colorado Springs campus in early November 2025.
- The property, which cost VENU approximately $7.7 million to acquire and improve, is anticipated to generate a $6 million development profit to be recorded in Q4 2025.
- The $14 million sales price will be paid with $8 million in cash and $6 million in VENU common stock, with the company intending to retire the shares into treasury.
- Proceeds from this sale are earmarked for the construction of VENU's upcoming amphitheaters in Oklahoma and Texas.
Oct 28, 2025, 3:00 PM
GeneDx Showcases Leadership in Genomic Newborn Screening
NYT
New Projects/Investments
M&A
- GeneDx presented data at the International Consortium on Newborn Sequencing (ICoNS) 2025, highlighting its leadership in genomic newborn screening (gNBS) with more than 22,000 newborns screened across major U.S. programs.
- The company serves as the laboratory partner for the largest and most comprehensive gNBS efforts in the U.S., including the GUARDIAN Study, Early Check's pilot phase, NIH's BEACONS Network, and Florida's Sunshine Genetics Program.
- Earlier this year, GeneDx acquired Fabric Genomics to enable flexible solutions, accelerate international expansion, and drive further adoption of gNBS.
- The GUARDIAN study, powered by GeneDx Infinity™, demonstrates that gNBS is feasible, scalable, and can be performed with short turnaround times, equitable access, and high diagnostic yield, identifying conditions missed by traditional screening and offering significant cost savings.
Oct 22, 2025, 12:00 PM
Quarterly earnings call transcripts for NEW YORK TIMES.
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