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New York Times Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025

Strategic transformation and growth pillars

  • Transitioned from a traditional news organization to a global digital subscription leader over 15 years, focusing on digital paywall, standalone products, and strategic acquisitions.

  • The essential subscription strategy centers on being the best news destination, expanding into lifestyle products, and integrating offerings into a bundle.

  • High-quality, independent journalism combined with advanced digital technology has proven to be a sustainable, value-creating business model.

  • Ongoing innovation in content formats (audio, video) and international expansion are key growth levers.

  • Multi-revenue stream model includes digital subscriptions, advertising, affiliate, and licensing, all with high incremental margins.

Subscriber growth and pricing strategy

  • Confident in reaching the 15 million subscriber milestone by 2027, viewing it as a step toward broader market penetration.

  • Large addressable market with over 150 million registered users and nearly 12 million current subscribers.

  • Differentiation through brand strength, continued investment in products, and advanced technology capabilities.

  • Sophisticated value-based pricing uses AI and machine learning to optimize engagement, conversion, and retention.

  • Ability to grow both subscribers and ARPU, with strong retention and monetization performance as digital signals improve.

Advertising and AI initiatives

  • Digital ad growth reached nearly 20% in the last quarter, driven by expanded ad supply, new advertiser demand, and improved ad performance.

  • First-party data and AI tools enhance targeting and inventory management, supporting long-term ad growth potential.

  • AI is also seen as a potential revenue stream through licensing, with a deliberate approach to platform deals that prioritize control and fair value.

  • Recent deal with Amazon highlights openness to further AI-related partnerships, provided strategic principles are met.

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The New York Times Company, together with its subsidiaries, operates as a media company worldwide. It publishes its products on various platforms, including print, electronic, and audio. The company's news and information businesses cover news in the United States and internationally; opinion pieces, features, short fiction, journalism awards and columns; lifestyle content; food and home; children's products; TimesJobs; and travel. The New York Times Company was founded in 1851 and is headquartered in New York City.

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