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.
Thomas Yeh
Morgan Stanley
8 questions for NYT
Also covers: AMCX, DIS, FUN +3 more
Benjamin Soff
Deutsche Bank
7 questions for NYT
Also covers: LYV, NXST, SBGI +1 more
DK
David Karnovsky
JPMorgan Chase & Co.
7 questions for NYT
Also covers: CCO, CNK, DIS +17 more
Kutgun Maral
Evercore ISI
6 questions for NYT
Also covers: ATUS, CHTR, CMCSA +11 more
DA
Doug Arthur
Huber Research
4 questions for NYT
Also covers: FUBO, TRI
DA
Douglas Arthur
Huber Research Partners
4 questions for NYT
Also covers: CARG, FUBO, TRI
Jason Bazinet
Citigroup
4 questions for NYT
Also covers: APP, CTV, DIS +19 more
KV
Kannan Venkateshwar
Barclays PLC
3 questions for NYT
Also covers: DIS, SPOT, T +5 more
VK
Vasily Karasyov
Cannonball Research
2 questions for NYT
Also covers: APP, ROKU, TTD +1 more
BS
Benjamin Soffer
Deutsche Bank AG
1 question for NYT
DK
David Karnivosky
JPMorgan
1 question for NYT
Recent press releases and 8-K filings for NYT.
The New York Times Company Announces Strong Q4 2025 Results
NYT
Earnings
Revenue Acceleration/Inflection
Guidance Update
- The New York Times Company reported total revenues of $802 million in Q4 2025, marking a 10.4% increase year-over-year. This growth was driven by a 13.9% rise in digital-only subscription revenues and a 24.9% increase in digital advertising revenues.
- The company added approximately 450K net digital-only subscribers in Q4 2025, bringing the total subscriber count to 12.78 million. Total digital-only average revenue per user (ARPU) also increased 0.7% year-over-year to $9.72.
- Profitability improved, with Adjusted Operating Profit growing 12.8% year-over-year to $192 million and the Adjusted Operating Profit margin expanding by 50 basis points to 24.0%. Adjusted diluted EPS was $0.89.
- The company generated $551 million in Free Cash Flow as of December 31, 2025.
- For Q1 2026, the company anticipates continued growth, with digital-only subscription revenues expected to increase 14-17% and digital advertising revenues projected to rise by high-teens-to-low-twenties.
1 day ago
The New York Times Reports Strong Q4 and Full Year 2025 Results, Raises Dividend
NYT
Earnings
Guidance Update
Dividends
- The New York Times (NYT) reported a strong Q4 2025 and full year 2025, adding 1.4 million net new digital subscribers in 2025 to reach 12.8 million total subscribers.
- For full year 2025, NYT generated over $2 billion in total digital revenues for the first time, with digital subscription revenues growing 14% and digital advertising increasing 20%. Adjusted operating profit (AOP) grew 21% to $550 million, and AOP margin expanded to 19.5%.
- In Q4 2025, digital advertising revenue grew 25% to $147 million, and adjusted diluted EPS was $0.89, an increase of $0.09.
- The company generated $551 million in free cash flow in 2025 and returned $275 million to shareholders, including $165 million in share repurchases and $110 million in dividends. The quarterly dividend was increased from $0.18 to $0.23.
- For Q1 2026, NYT expects digital-only subscription revenues to increase 14%-17% and digital advertising revenues to increase high teens to low twenties. The company anticipates another year of healthy revenue and AOP growth, margin expansion, and strong free cash flow generation in 2026.
1 day ago
The New York Times Company Reports Strong Q4 and Full-Year 2025 Results
NYT
Earnings
Guidance Update
New Projects/Investments
- The New York Times Company achieved a strong 2025, adding 1.4 million net new digital subscribers to reach 12.8 million total subscribers, and generating over $2 billion in total digital revenues for the first time.
- For the full year 2025, adjusted operating profit (AOP) grew over 20% to $550 million, with AOP margin expanding to 19.5%, and total revenue increased approximately 9%.
- In Q4 2025, the company added 450,000 net new digital subscribers, saw digital subscription revenues grow 14%, and digital advertising revenues increase 25%.
- The company generated $551 million in free cash flow in 2025, returned $275 million to shareholders through share repurchases and dividends, and increased its quarterly dividend from $0.18 to $0.23.
- For Q1 2026, The New York Times Company expects digital-only subscription revenues to increase 14%-17% and digital advertising revenues to increase high-teens to low-20%s, while continuing strategic investments in areas like video.
1 day ago
The New York Times Company Reports Strong Q4 and Full-Year 2025 Results
NYT
Earnings
Guidance Update
Dividends
- The New York Times Company concluded 2025 with strong results, adding 1.4 million net new digital subscribers to reach 12.8 million total, and generating over $2 billion in total digital revenues for the first time.
- In Q4 2025, the company added 450,000 net new digital subscribers, with digital subscription revenues growing 14% to $382 million and digital advertising revenues increasing 25% to $147 million.
- Adjusted operating profit (AOP) grew more than 20% to $550 million in 2025, expanding the AOP margin to 19.5%, and adjusted diluted EPS for Q4 2025 increased to $0.89.
- The company returned approximately $275 million to shareholders in 2025 and announced an increase in the quarterly dividend from $0.18 to $0.23.
- For Q1 2026, the company forecasts digital-only subscription revenues to increase 14%-17% and digital advertising revenues to increase in the high teens to low twenties, expecting another year of healthy growth in revenues and AOP, margin expansion, and strong free cash flow generation for the full year 2026.
1 day ago
The New York Times Company Reports Fourth-Quarter and Full-Year 2025 Results
NYT
Earnings
Guidance Update
Dividends
- The New York Times Company reported Q4 2025 total revenues of $802.3 million, a 10.4% increase year-over-year, with diluted earnings per share of $0.79 and adjusted diluted earnings per share of $0.89.
- The company added approximately 450,000 net digital-only subscribers in Q4 2025, bringing the total number of subscribers to 12.78 million, including 12.21 million digital-only subscribers. Digital subscription revenues increased 13.9% year-over-year to $381.5 million.
- For full-year 2025, net cash provided by operating activities was $584.5 million and free cash flow was $550.5 million.
- The Board of Directors declared a $0.23 dividend per share, an increase of $0.05 from the previous quarter, and the company repurchased approximately $55.4 million of Class A Common Stock during Q4 2025. The company also provided guidance for Q1 2026, expecting digital-only subscription revenues to increase 14 - 17% and total advertising revenues to increase low-double-digits.
1 day ago
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
Quarterly earnings call transcripts for NEW YORK TIMES.
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