The New York Times Company
The New York Times Company 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
- Digital-only subscription revenues are expected to increase 14% to 17% in Q2 2026. - Q2 outlook: - Digital-only subscription revenues expected to grow 14%-17%.
From The New York Times Company's Q2 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- Digital-only subscription revenues are expected to increase 14% to 17% in Q2 2026.
- Total subscription revenues projected to grow 10% to 12% in Q2 2026.
- Digital advertising revenues anticipated to increase in the high teens percentage range in Q2 2026.
- Total advertising revenues expected to rise in the high single digits in Q2 2026.
- Affiliate licensing and other revenues forecasted to increase low single digits in Q2 2026.
- Adjusted operating costs expected to grow 8% to 9%, with continued investments in journalism and digital products.
- The company remains confident about healthy revenue and Adjusted Operating Profit growth, margin expansion, and strong free cash flow in 2026.
2 more points from The New York Times Company's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- The company is making focused strategic investments in high-quality journalism and digital product experiences, including video journalism.
- Video remains an important area of strategic investment, aimed at growing the amount and impact of video journalism in news and across the portfolio.
- There is a continued commitment to disciplined investments that add value for audiences and reinforce competitive advantages.
2 more points from The New York Times Company'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
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Order Book & Pipeline
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- Fox Corporation (Q2 FY26)
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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 The New York Times Company Q2 FY26 results?
- Digital-only subscription revenues are expected to increase 14% to 17% in Q2 2026. - Q2 outlook: - Digital-only subscription revenues expected to grow 14%-17%.
What is The New York Times Company share price analysis?
The New York Times Company currently shows a below-average growth signal. The stock trades at a P/E of 32.2 with a market cap of $12,140. Investors should review the full earnings analysis for detailed insights.
Is The New York Times Company planning capital expenditure?
- The company is making focused strategic investments in high-quality journalism and digital product experiences, including video journalism.
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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.