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New York Times (NYT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, New York Times Co. (NYT - Free Report) reported revenue of $802.31 million, up 10.4% over the same period last year. EPS came in at $0.89, compared to $0.80 in the year-ago quarter.

The reported revenue represents a surprise of +1.53% over the Zacks Consensus Estimate of $790.22 million. With the consensus EPS estimate being $0.88, the EPS surprise was +1.14%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how New York Times performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Digital-only subscriptions: 12,210 versus the two-analyst average estimate of 12,076.
  • Print subscriptions: 570 compared to the 558 average estimate based on two analysts.
  • Total digital-only ARPU: $9.72 versus $9.79 estimated by two analysts on average.
  • Digital-only Subscribers- Bundle and multiproduct: 6.48 million compared to the 6.53 million average estimate based on two analysts.
  • Total subscriptions (Digital & Print): 12,780 versus the two-analyst average estimate of 12,353.
  • Revenues- Subscription- Digital-only subscription revenues: $381.51 million compared to the $383.38 million average estimate based on two analysts. The reported number represents a change of +13.9% year over year.
  • Revenues- Advertising Revenues- Total Digital: $147.24 million versus the two-analyst average estimate of $138.06 million. The reported number represents a year-over-year change of +24.9%.
  • Revenues- Advertising Revenues- Total Print: $44.42 million compared to the $43.39 million average estimate based on two analysts. The reported number represents a change of -5.8% year over year.
  • Revenues- Affiliate, licensing and other: $100.19 million versus the two-analyst average estimate of $100.02 million. The reported number represents a year-over-year change of +5.5%.
  • Revenues- Subscription- Print subscription revenues: $128.96 million versus $125.38 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2% change.
  • Revenues- Advertising: $191.65 million versus the two-analyst average estimate of $181.44 million. The reported number represents a year-over-year change of +16.1%.
  • Revenues- Subscription: $510.47 million versus $508.76 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.

View all Key Company Metrics for New York Times here>>>

Shares of New York Times have returned +4.1% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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