NYT earnings / call / takeaways
NYT earnings call: key takeaways
What NYT said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 4, 2026·AI-generated from the call transcript and Lician data
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.65 | – | – |
| Revenue | $766.9M | – | – |
What changed since last quarter
- The company raised its Q4 guidance for digital-only subscription revenue growth to 12-15% from previous expectations. (11:29)
- The tone around AI's impact on subscriptions remained cautious, with no measurable impact seen yet. (13:49)
- The company reiterated its focus on video as a key strategic investment, with ongoing efforts to scale production and engagement. (22:08)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Other | Digital-only subscription revenues expected to grow 12% to 15% in Q4 (11:29) | not captured |
| Other | Total subscription revenues expected to grow 9% to 11% in Q4 (11:29) | not captured |
| Other | Digital advertising revenues expected to grow high single digits to low double digits in Q4 (11:29) | not captured |
| Other | Adjusted operating costs expected to increase 6% to 8% in Q4 (11:29) | not captured |
What analysts pressed on
In their words
We continue to add value in every part of our portfolio.
Meredith (1:39)Our ability to lean into advantages, namely our world-class journalism and leading lifestyle products, is what will allow us to extend our strong market positions.
Meredith (3:59)We're adding to our products.
Wills (9:29)We have a track record of harnessing technology to do that across all the forms and formats that make people pay attention, engage deeply, and share widely.
Meredith (6:29)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.