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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
The New York Times Company (NYT) investor relations material
The New York Times Company UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary9 Dec, 2025
Strategic priorities and growth outlook
Focus remains on high-quality independent journalism and expanding coverage across news, sports, games, recipes, and shopping, with a goal to deepen daily engagement and direct relationships by 2026.
Targeting 15 million digital subscribers by 2027, viewing this as a milestone rather than an endpoint, with confidence in a large, underpenetrated addressable market.
Expanding reach geographically, especially in the U.S. South and Midwest, and internationally, while broadening content to appeal across political and demographic spectrums.
Family Plans and product bundling are key levers for subscriber growth, engagement, and retention, with early success in driving upgrades and new subscriptions.
Ongoing investment in product innovation, especially video and multimedia, to attract younger audiences and enhance engagement.
Product and monetization strategies
Multiple levers across the portfolio, such as moving popular games like The Mini behind the paywall, are used to drive subscriber growth and ARPU.
Data and technology improvements enable precise timing for monetization decisions and audience growth.
Video content, including the new Watch Tab, is driving higher engagement, with more than half of users now interacting with video.
Video and multimedia are seen as additive to text and audio, with a focus on reaching new, especially younger, audiences.
Monetization of new products, including advertising on video platforms, is planned once strong engagement is established.
Technology, AI, and legal approach
AI is leveraged for content accessibility, newsroom productivity, personalized experiences, and marketing efficiency.
Licensing deals are pursued when they align with the subscription strategy and provide fair value, while legal action is taken to protect intellectual property.
Both litigation and deal-making are used to ensure sustainable value exchange in the evolving digital landscape.
AI IP monetization strategy
Watch tab's impact on audience and revenue
Sustaining ARPU and margin growth drivers
Partial view of Summaries dataset, powered by Quartr API
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Next The New York Times Company earnings date
Q4 20254 Feb, 2026
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