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Dec 31, 2025
NYT Q4 2025 Earnings Report
The New York Times Company reported its financial results for the fourth quarter and full-year ended December 31, 2025.
Key Takeaways
The New York Times Company delivered a strong fourth quarter and full-year 2025, with significant growth in digital-only subscribers and revenues. Total revenues increased by 10.4% year-over-year, driven by robust digital subscription and advertising performance. Operating profit also saw a substantial increase of 10.2%.
The Company added approximately 450,000 net digital-only subscribers in Q4 2025, reaching a total of 12.78 million subscribers.
Digital-only subscription revenues increased by 13.9% year-over-year, primarily due to subscriber growth and price increases.
Digital advertising revenues surged by 24.9% year-over-year, reflecting strong marketer demand and new advertising supply.
Diluted earnings per share for the quarter increased to $0.79, up from $0.75 in the prior year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the first quarter of 2026, The New York Times Company anticipates continued growth across its key revenue streams and adjusted operating costs.
Positive Outlook
- Digital-only subscription revenues are expected to increase by 14-17% compared to Q1 2025.
- Total subscription revenues are projected to increase by 9-11% compared to Q1 2025.
- Digital advertising revenues are expected to see high-teens-to-low-twenties growth.
- Affiliate, licensing and other revenues are forecast to increase by high-single-digits.
- Interest income and other, net is expected to be approximately $40-$45 million.
Challenges Ahead
- Adjusted operating costs are expected to increase by 8-9% compared to Q1 2025.
- Depreciation and amortization are projected to be approximately $80-$85 million.
- Capital expenditures are estimated to be approximately $35-$45 million.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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