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Edge17 Apr 2026
The New York Times Company: Adapting to the Times
How The New York Times Company built on a century-long legacy of trusted journalism to navigate disruption and reshape its business model.
The New York Times Company
The New York Times Company (NYT) investor relations material
The New York Times Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue rose 9.7% YoY to $768.5M; adjusted operating profit increased 13.9% to $149.6M, and net income rose 19.2% to $97.4M.
Added 420,000 net digital-only subscribers, reaching 13.76M; digital subscriptions and advertising drove growth.
Management cited strong engagement and retention, sustained subscriber momentum, and investment in growth areas including video.
Financial highlights
Total subscription revenue grew 10.7% YoY to $547.5M; digital-only subscription revenue increased 14.6% to $421.3M.
Total advertising revenue rose 7.8% to $142.6M; affiliate, licensing and other revenue increased 6.2% to $78.4M.
Adjusted diluted EPS was $0.68 versus $0.59; reported diluted EPS was $0.60 versus $0.50.
Adjusted operating costs rose 8.7% YoY to $618.9M, reflecting higher compensation, marketing, technology, servicing and administrative costs.
Outlook and guidance
Q4 2026 guidance: digital-only subscription revenue +12%–15%; total subscription revenue +9%–11%.
Q4 digital advertising is expected to grow high-single to low-double digits; total advertising mid-single digits; affiliate, licensing and other revenue low- to mid-single digits.
Q4 adjusted operating costs are expected to increase 6%–8%; compensation costs may vary with Q4 financial performance.
FY 2026 expectations: depreciation and amortization ~$85M, including $25M–$30M of acquired-intangible amortization; interest income and other, net, $45M–$50M; capex $35M–$40M.
OBBBA provisions are expected to reduce 2026 cash taxes by ~$60M; most of the benefit is not expected to recur beyond FY 2026.
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Next The New York Times Company earnings date
Q4 20263 Feb, 2027
The New York Times Company
Next The New York Times Company earnings date
Q4 20263 Feb, 2027
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Frequently asked questions
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.