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New York Times (NYT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended March 2026, New York Times Co. (NYT - Free Report) reported revenue of $712.24 million, up 12% over the same period last year. EPS came in at $0.61, compared to $0.41 in the year-ago quarter.

The reported revenue represents a surprise of +2.55% over the Zacks Consensus Estimate of $694.54 million. With the consensus EPS estimate being $0.49, the EPS surprise was +25.51%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: 12,520 versus 12,494 estimated by two analysts on average.
  • Total subscriptions (Digital & Print): 13,080 versus 13,044 estimated by two analysts on average.
  • Total digital-only ARPU: $9.77 versus the two-analyst average estimate of $9.70.
  • Print subscriptions: 560 versus the two-analyst average estimate of 550.
  • Revenues- Subscription- Digital-only subscription revenues: $389 million versus $385.22 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.1% change.
  • Revenues- Advertising Revenues- Total Digital: $93.26 million versus the two-analyst average estimate of $85.51 million. The reported number represents a year-over-year change of +31.6%.
  • Revenues- Advertising Revenues- Total Print: $33.57 million versus the two-analyst average estimate of $35.06 million. The reported number represents a year-over-year change of -9.8%.
  • Revenues- Affiliate, licensing and other: $68.54 million versus $68.89 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.
  • Revenues- Subscription- Print subscription revenues: $127.83 million versus the two-analyst average estimate of $125.24 million. The reported number represents a year-over-year change of -1.1%.
  • Revenues- Advertising: $126.82 million versus $120.56 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +29.9% change.
  • Revenues- Subscription: $516.87 million compared to the $510.46 million average estimate based on two analysts. The reported number represents a change of +19.8% year over year.

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

Shares of New York Times have returned -10% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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