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The New York Times Company (NYT - Free Report) has embraced digital transformation with a clear focus on subscription-driven growth. As the media landscape shifts, NYT has made digital subscriptions the core of its strategy, using top-quality journalism, personalized content and strategic pricing to foster a loyal readership. The company has also expanded its digital portfolio beyond news, adding popular verticals like cooking, games and lifestyle, each contributing significantly to its subscription growth and helping offset the challenges facing traditional print revenues.
NYT Expands Digital Reach With Bundle, Multi-Product Growth
The New York Times has made digital subscriptions a core revenue driver, helping offset declines in print advertising. By leveraging a well-designed paywall, smart pricing strategies and engaging content, the company has steadily grown its subscriber base.
At the end of the second quarter of 2025, The New York Times Company had approximately 11.88 million subscribers across its print and digital products, including 11.30 million digital-only subscribers. Of the 11.30 million subscribers, 6.02 million were bundle and multi-product subscribers. Compared to the preceding quarter, the company added 230,000 net digital-only subscribers, underscoring its steady growth trajectory.
NYT’s Digital Subscription Gains Drive Top-Line Momentum
Subscription revenues of $481.4 million increased 9.6% year over year during the second quarter. Subscription revenues from digital-only products jumped 15.1% to $350.4 million. This reflects a surge in bundle and multi-product revenues and a rise in other single-product subscription revenues.
The New York Times Company consistently grew its digital-only average revenue per user (ARPU). In the second quarter, ARPU increased to an impressive $9.64 from $9.34 in the year-ago period. This rise in ARPU can be attributed to subscribers transitioning from promotional pricing to higher rate plans and price hikes for certain tenured subscribers.
Image Source: Zacks Investment Research
NYT Expects Continued Subscription Growth in Q3
Management expects continued strength in its subscription business. For the third quarter of 2025, the company has guided 8-10% total subscription revenue growth and 13-16% growth in digital-only subscription revenues, indicating strong momentum in its digital transformation.
For the third quarter, The New York Times Company expects total advertising revenues to grow in the low-to-mid-single digits. Digital advertising revenues are projected to increase in the low-double digits, underscoring the company’s success in capturing a larger share of the growing digital ad market. This shift highlights NYT’s strengthening digital ecosystem, where rising subscriber engagement and expanded content offerings are attracting more advertisers.
Final Words on The New York Times Company
The New York Times Company’s focus on digital subscriptions has redefined its growth trajectory, strengthening its position in a rapidly evolving media landscape. By combining high-quality journalism with innovative content offerings and a strong digital ecosystem, the company has built a more resilient and diversified revenue base. As traditional print challenges persist, NYT’s digital-first strategy ensures it remains well-equipped to capture new opportunities and sustain long-term momentum.
Shares of this Zacks Rank #3 (Hold) have risen 10.1% over the past three months compared with the industry’s growth of 9.6%.
Stocks Worth Looking At
StoneCo Ltd. (STNE - Free Report) , a leading provider of financial technology and software solutions, currently sports a Zacks Rank #1 (Strong Buy). STNE has a trailing four-quarter average earnings surprise of 11.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for StoneCo’s current financial-year sales and EPS implies growth of 7.6% and 14.1%, respectively, from the year-ago period’s actuals.
Arista Networks Inc. (ANET - Free Report) , an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments, currently sports a Zacks Rank #1. ANET has a trailing four-quarter average earnings surprise of 12.8%.
The Zacks Consensus Estimate for Arista Networks’ current financial-year sales and earnings calls for growth of 25.4% and 23.8%, respectively, from the year-ago reported numbers.
Arlo Technologies, Inc. (ARLO - Free Report) , a leading smart home security platform company, currently sports a Zacks Rank #1. ARLO has a trailing four-quarter earnings surprise of 8%, on average.
The Zacks Consensus Estimate for Arlo Technologies’ current financial-year revenues and EPS indicates growth of 1.9% and 57.5%, respectively, from the year-ago period’s reported numbers.
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How NYT's Digital Subscriptions Are Changing Revenue Dynamics
Key Takeaways
The New York Times Company (NYT - Free Report) has embraced digital transformation with a clear focus on subscription-driven growth. As the media landscape shifts, NYT has made digital subscriptions the core of its strategy, using top-quality journalism, personalized content and strategic pricing to foster a loyal readership. The company has also expanded its digital portfolio beyond news, adding popular verticals like cooking, games and lifestyle, each contributing significantly to its subscription growth and helping offset the challenges facing traditional print revenues.
NYT Expands Digital Reach With Bundle, Multi-Product Growth
The New York Times has made digital subscriptions a core revenue driver, helping offset declines in print advertising. By leveraging a well-designed paywall, smart pricing strategies and engaging content, the company has steadily grown its subscriber base.
At the end of the second quarter of 2025, The New York Times Company had approximately 11.88 million subscribers across its print and digital products, including 11.30 million digital-only subscribers. Of the 11.30 million subscribers, 6.02 million were bundle and multi-product subscribers. Compared to the preceding quarter, the company added 230,000 net digital-only subscribers, underscoring its steady growth trajectory.
NYT’s Digital Subscription Gains Drive Top-Line Momentum
Subscription revenues of $481.4 million increased 9.6% year over year during the second quarter. Subscription revenues from digital-only products jumped 15.1% to $350.4 million. This reflects a surge in bundle and multi-product revenues and a rise in other single-product subscription revenues.
The New York Times Company consistently grew its digital-only average revenue per user (ARPU). In the second quarter, ARPU increased to an impressive $9.64 from $9.34 in the year-ago period. This rise in ARPU can be attributed to subscribers transitioning from promotional pricing to higher rate plans and price hikes for certain tenured subscribers.
Image Source: Zacks Investment Research
NYT Expects Continued Subscription Growth in Q3
Management expects continued strength in its subscription business. For the third quarter of 2025, the company has guided 8-10% total subscription revenue growth and 13-16% growth in digital-only subscription revenues, indicating strong momentum in its digital transformation.
For the third quarter, The New York Times Company expects total advertising revenues to grow in the low-to-mid-single digits. Digital advertising revenues are projected to increase in the low-double digits, underscoring the company’s success in capturing a larger share of the growing digital ad market. This shift highlights NYT’s strengthening digital ecosystem, where rising subscriber engagement and expanded content offerings are attracting more advertisers.
Final Words on The New York Times Company
The New York Times Company’s focus on digital subscriptions has redefined its growth trajectory, strengthening its position in a rapidly evolving media landscape. By combining high-quality journalism with innovative content offerings and a strong digital ecosystem, the company has built a more resilient and diversified revenue base. As traditional print challenges persist, NYT’s digital-first strategy ensures it remains well-equipped to capture new opportunities and sustain long-term momentum.
Shares of this Zacks Rank #3 (Hold) have risen 10.1% over the past three months compared with the industry’s growth of 9.6%.
Stocks Worth Looking At
StoneCo Ltd. (STNE - Free Report) , a leading provider of financial technology and software solutions, currently sports a Zacks Rank #1 (Strong Buy). STNE has a trailing four-quarter average earnings surprise of 11.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for StoneCo’s current financial-year sales and EPS implies growth of 7.6% and 14.1%, respectively, from the year-ago period’s actuals.
Arista Networks Inc. (ANET - Free Report) , an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments, currently sports a Zacks Rank #1. ANET has a trailing four-quarter average earnings surprise of 12.8%.
The Zacks Consensus Estimate for Arista Networks’ current financial-year sales and earnings calls for growth of 25.4% and 23.8%, respectively, from the year-ago reported numbers.
Arlo Technologies, Inc. (ARLO - Free Report) , a leading smart home security platform company, currently sports a Zacks Rank #1. ARLO has a trailing four-quarter earnings surprise of 8%, on average.
The Zacks Consensus Estimate for Arlo Technologies’ current financial-year revenues and EPS indicates growth of 1.9% and 57.5%, respectively, from the year-ago period’s reported numbers.