New York Times Q1 Earnings Call Highlights

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MarketBeat

Wed, May 13, 2026 astatine 6:07 AM CDT 7 min read

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New York Times (NYSE:NYT) reported a beardown commencement to 2026, with executives pointing to continued integer subscription growth, a crisp summation successful integer advertizing gross and ongoing concern successful video journalism arsenic cardinal themes from the company’s first-quarter net call.

President and Chief Executive Officer Meredith Kopit Levien said the institution continued to spot “strong request for the uncompromised journalism and premium manner content” crossed its portfolio, contempt a media situation successful which ample exertion platforms proceed to impact steadfast traffic. She said The Times is not immune to those pressures but believes its strategy and competitory advantages presumption it for semipermanent growth.

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“We person a wide strategy and enduring advantages that we judge presumption america good for semipermanent growth,” Kopit Levien said. She cited the company’s beingness successful ample markets, its quality to nutrient archetypal reporting and manner contented astatine scale, its usage of exertion to amended assemblage engagement and its multiple-revenue-stream model.

Digital subscriptions and advertizing thrust maturation

Executive Vice President and Chief Financial Officer Will Bardeen said consolidated gross roseate 12% twelvemonth implicit twelvemonth successful the archetypal quarter. Adjusted operating nett accrued astir 27% to astir $118 million, portion adjusted operating nett borderline expanded 200 ground points to 16.6%.

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Digital-only subscription gross grew astir 16% to $389 million. The institution added 310,000 nett caller digital-only subscribers successful the quarter, bringing its full subscriber basal to much than 13 million. Digital-only mean gross per idiosyncratic accrued 2.4%.

Total subscription gross grew 11.3% to astir $517 million, supra the company’s anterior guidance range. Bardeen said the 4th benefited from subscribers moving from promotional offers to higher prices, arsenic good arsenic the interaction of immoderate terms increases, including a bundle terms summation discussed connected the company’s anterior call.

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“We stay assured successful the wellness of our subscription gross drivers,” Bardeen said, adding that engagement remained beardown crossed the portfolio and that the institution continued to beryllium pleased with its news-centered bundle and pricing step-up points.

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