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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
The New York Times Company (NYT) investor relations material
The New York Times Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Added 460,000 net digital-only subscribers in Q3 2025, reaching 12.33 million total subscribers, with over 51% now bundle or multiproduct subscribers and 6.27 million bundle/multiproduct digital-only subscribers.
Digital-only ARPU rose 3.6% year-over-year to $9.79, reflecting price increases and subscriber transitions from promotional rates.
Digital subscription revenues grew 14.0% year-over-year, while digital advertising revenues increased 20.3% due to strong marketer demand and new ad supply.
Adjusted operating profit rose 26.1% to $131.4 million, with margin expanding to 18.7%; operating profit increased 36.6% to $104.8 million.
Adjusted diluted EPS increased 31.1% to $0.59, while diluted EPS was $0.50, up $0.11 year-over-year.
Financial highlights
Q3 2025 total revenue increased 9.5% year-over-year to $700.8 million; digital-only subscription revenues up 14.0% to $367.4 million; total subscription revenues up 9.1% to $494.6 million.
Digital advertising revenues surged 20.3% to $98 million; total advertising revenues up 11.8% to $132.3 million; print advertising revenues fell 7.1% to $34.2 million.
Affiliate, licensing, and other revenues increased 7.9% to $73.9 million.
Free cash flow for the first nine months of 2025 was $392.9 million, up from $237.7 million in 2024.
Cash and marketable securities totaled $1.1 billion as of September 30, 2025.
Outlook and guidance
Q4 2025 guidance: digital-only subscription revenues expected to increase 13–16%, total subscription revenues up 8–10%, digital advertising up mid-to-high teens, total advertising up high single to low double digits, affiliate/licensing/other up mid-single digits, and adjusted operating costs up 6–7%.
Management expects continued growth in digital subscriptions and ARPU, but notes ongoing secular declines in print subscriptions and advertising.
2025 full-year expectations: depreciation/amortization ~$85 million, interest income/other ~$40 million, capital expenditures ~$35 million.
Plans to return at least 50% of free cash flow to shareholders over the mid-term.
Continued focus on efficient operations and disciplined investment in journalism and digital products.
Video strategy: how will it drive ad revenue?
Deploying excess cash beyond 50% FCF return?
Metrics on single product to bundle conversion?
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Next The New York Times Company earnings date
Q4 20254 Feb, 2026
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Q4 20254 Feb, 2026
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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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