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New York Times (NYT) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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New York Times Co. (NYT - Free Report) reported $768.54 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.7%. EPS of $0.68 for the same period compares to $0.59 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $763.48 million, representing a surprise of +0.66%. The company delivered an EPS surprise of +4.62%, with the consensus EPS estimate being $0.65.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 13,220 versus 13,023 estimated by two analysts on average.
  • Total subscriptions (Digital & Print): 13,760 versus the two-analyst average estimate of 13,565.
  • Total digital-only ARPU: $9.93 versus $9.87 estimated by two analysts on average.
  • Print subscriptions: 540 versus the two-analyst average estimate of 543.
  • Revenues- Subscription- Digital-only subscription revenues: $421.25 million compared to the $418.37 million average estimate based on two analysts. The reported number represents a change of +14.6% year over year.
  • Revenues- Advertising Revenues- Total Digital: $109.85 million versus $114.67 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12% change.
  • Revenues- Advertising Revenues- Total Print: $32.72 million versus the two-analyst average estimate of $31.73 million. The reported number represents a year-over-year change of -4.3%.
  • Revenues- Affiliate, licensing and other: $78.45 million versus the two-analyst average estimate of $76.66 million. The reported number represents a year-over-year change of +6.2%.
  • Revenues- Subscription- Print subscription revenues: $126.27 million versus the two-analyst average estimate of $125.99 million. The reported number represents a year-over-year change of -0.7%.
  • Revenues- Advertising: $142.57 million versus the two-analyst average estimate of $146.4 million. The reported number represents a year-over-year change of +7.8%.
  • Revenues- Subscription: $547.52 million versus $544.35 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.

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

Shares of New York Times have returned +4.8% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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