NEW YORK TIMES (NYT) Company Report

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

Presentation

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

Transcript

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

Transcript

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

Transcript

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

8-K

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

Press Release

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

Press Release

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

Press Release

VENU Reports Record FireSuites Sales and Strong Growth Projections

NYT

Revenue Acceleration/Inflection

Guidance Update

New Projects/Investments

VENU announced record-breaking Luxe FireSuites sales exceeding $23 million in the past 60 days, with $10.7 million secured in August and $12.3 million in September.
FireSuite sales demonstrated a 250% year-over-year increase, reaching $77.7 million in fiscal 2024, compared to $22.2 million in fiscal 2023.
The company anticipates 2025 sales to increase at least 100% over 2024.
VENU projects $5 billion in premium live entertainment venue development over the next 36 months, building on $1 billion already underway.

Oct 8, 2025, 12:00 PM

Press Release

Copper Closes $28 Million Series A Financing

NYT

Debt Issuance

New Projects/Investments

Copper has closed a $28 million Series A financing round, a combination of equity and debt, led by Prelude Ventures.
This new capital will enable Copper to expand its operations into new markets and products and scale its technology platform.
Copper's primary product is a battery-equipped induction range that provides a performance boost, supports the grid, and avoids expensive electrical upgrades.
The company's business primarily comes from B2B sales to owners of buildings and real estate portfolios, including a recent contract with the New York Housing Authority for 10,000 units and stated interest for an additional 300,000+ units.

Aug 27, 2025, 1:15 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for NEW YORK TIMES.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Meredith Kopit Levien say about margins?What are NEW YORK TIMES's strategic priorities?How is NEW YORK TIMES positioned vs competitors?How did NEW YORK TIMES do last quarter?

Let Fintool AI Agent track NEW YORK TIMES's earnings for you

Get instant analysis when filings drop