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Sep 30, 2025
News Corp Q1 2026 Earnings Report
News Corp posted a 2% revenue increase and improved profitability in Q1 FY2026, driven by growth at Dow Jones and Digital Real Estate Services.
Key Takeaways
News Corp delivered solid results in Q1 FY2026 with revenue rising to $2.144 billion and net income from continuing operations increasing to $150 million. Dow Jones and Digital Real Estate Services were key growth drivers, while Book Publishing faced a decline due to a write-off and softer demand.
Revenue reached $2.144 billion, up from $2.096 billion in Q1 FY2025.
EPS from continuing operations was $0.20; adjusted EPS was $0.22.
Dow Jones revenue rose 6% to $586 million, supported by professional information services.
Digital Real Estate Services revenue increased 5% to $479 million, with Realtor.com posting 9% growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
No specific forward EPS or revenue guidance provided, but management emphasized strong free cash flow generation and increased share buybacks as key strategic actions.
Positive Outlook
- Accelerated share repurchases at 4x the FY2025 pace
- Strong growth in Dow Jones professional information services
- Improved performance at Realtor.com and REA Group
- News Media segment EBITDA up 67% due to cost savings
- Expectations for strong free cash flow this fiscal year
Challenges Ahead
- Book Publishing EBITDA impacted by $13 million receivable write-off
- Digital sales in publishing fell 9%, with declines in audiobooks and e-books
- The Sun and NY Post digital audiences declined YoY
- Realtor.com average monthly unique users down 6%
Historical Earnings Impact
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Avg. Return Before/After Earnings
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