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Jun 30, 2025
News Corp Q4 2025 Earnings Report
News Corp reported its fourth quarter and full fiscal year results for 2025, showing revenue and net income growth driven by strong performances in Digital Real Estate Services and Dow Jones.
Key Takeaways
News Corp delivered a robust performance in Q4 2025, with revenues increasing by 1% to $2.11 billion and net income from continuing operations rising by 28% to $86 million. The growth was primarily fueled by strong contributions from the Dow Jones and Digital Real Estate Services segments, despite declines in News Media and Book Publishing.
Fourth quarter revenues increased by 1% to $2.11 billion, driven by Dow Jones and Digital Real Estate Services.
Net income from continuing operations for the quarter rose 28% to $86 million.
Dow Jones saw a 7% revenue increase, with digital-only subscriptions to consumer products growing 9% to over 5.7 million.
Digital Real Estate Services revenues increased by 4%, with REA Group and Move contributing positively.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
News Corp announced a new $1 billion stock repurchase program, in addition to the existing program, and intends to accelerate the pace of buybacks, signaling confidence in its financial strength and commitment to returning capital to shareholders.
Positive Outlook
- New $1 billion stock repurchase program authorized by the Board of Directors.
- Intent to accelerate the pace of stock repurchases shortly after earnings release.
- Enhanced financial position supports capital return to shareholders.
- Belief in the Company’s financial strength emphasized by larger and faster buyback tempo.
- Focus on protecting intellectual property value in the AI age.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- The report highlights the challenge of AI engines consuming copyrighted content without compensation.
- Potential for undermining future sales of intellectual property due to AI cannibalization.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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