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New York Times (NYT) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, New York Times Co. (NYT - Free Report) reported revenue of $762.46 million, up 11.2% over the same period last year. EPS came in at $0.69, compared to $0.58 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $747.95 million, representing a surprise of +1.94%. The company delivered an EPS surprise of +2.99%, with the consensus EPS estimate being $0.67.

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: 12,800 versus 12,839 estimated by two analysts on average.
  • Total subscriptions (Digital & Print): 13,350 compared to the 13,386 average estimate based on two analysts.
  • Total digital-only ARPU: $9.94 versus the two-analyst average estimate of $9.85.
  • Print subscriptions: 550 versus the two-analyst average estimate of 548.
  • Revenues- Subscription- Digital-only subscription revenues: $407.93 million versus the two-analyst average estimate of $405.66 million. The reported number represents a year-over-year change of +16.4%.
  • Revenues- Advertising Revenues- Total Digital: $113.96 million compared to the $111.83 million average estimate based on two analysts. The reported number represents a change of +20.7% year over year.
  • Revenues- Advertising Revenues- Total Print: $35.16 million compared to the $34.53 million average estimate based on two analysts. The reported number represents a change of -11.1% year over year.
  • Revenues- Affiliate, licensing and other: $75.45 million compared to the $72.59 million average estimate based on two analysts. The reported number represents a change of +7.1% year over year.
  • Revenues- Subscription- Print subscription revenues: $129.95 million compared to the $127.99 million average estimate based on two analysts. The reported number represents a change of -0.9% year over year.
  • Revenues- Advertising: $149.12 million versus $146.36 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.3% change.
  • Revenues- Subscription: $537.88 million versus the two-analyst average estimate of $533.64 million. The reported number represents a year-over-year change of +11.7%.

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

Shares of New York Times have returned +2.6% over the past month versus the Zacks S&P 500 composite's +3.5% 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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