News Corporation
News Corporation Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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What the Q2 FY26 call signalled
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The short version
- Total revenue rose 9% to $2.2 billion in Q3 FY26, with ongoing strong momentum expected into Q4. - News Corp expects continued strong fourth-quarter results, building on positive trends from the first half and third quarter of fiscal 2026.
From News Corporation's Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Total revenue rose 9% to $2.2 billion in Q3 FY26, with ongoing strong momentum expected into Q4.
- Dow Jones expects continued strong revenue performance, targeting $1 billion in annual segment EBITDA within 5 years.
- Digital Real Estate Services grew 17% reported (8% adjusted); Realtor.com revenues increased 10%, with expectations to capitalize on housing market recovery.
- Book Publishing revenues grew 8%, driven by strong frontlist programs and digital formats.
- News Media segment revenue rose 5% but faces some ongoing investment costs (California Post launch) with content licensing revenue benefits expected in Q4.
- AI partnerships and licensing agreements with major platforms (e.g., Meta, OpenAI) anticipated to contribute meaningful revenue growth over next years.
2 more points from News Corporation's call on revenue
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Profitability & Margins
See what News Corporation said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- News Corp expects moderately higher capital expenditures for fiscal year 2026, as previously communicated.
- The News Media segment will incur incremental costs related to the rollout of the California Post.
- Investments continue in Digital Real Estate Services, including innovations like the realtor.com app in ChatGPT and expansion of realtor.com plus.
2 more points from News Corporation's call on capex
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Top-ranked in Media
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what News Corporation said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from News Corporation's call on order book
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Continue your research
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Potential multibaggers · Q2 FY27
Potential multibaggers in Media
on management's own guidance
- Bright Outdoor Media LtdGood growth2
- Strong growth1
- Signpost IndiaGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were News Corporation Q2 FY26 results?
- Total revenue rose 9% to $2.2 billion in Q3 FY26, with ongoing strong momentum expected into Q4. - News Corp expects continued strong fourth-quarter results, building on positive trends from the first half and third quarter of fiscal 2026.
What is News Corporation share price analysis?
News Corporation currently shows a below-average growth signal. The stock trades at a P/E of 33.2 with a market cap of $14,518. Investors should review the full earnings analysis for detailed insights.
Is News Corporation planning capital expenditure?
- News Corp expects moderately higher capital expenditures for fiscal year 2026, as previously communicated.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.