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The New York Times Company
The New York Times Company (NYT) investor relations material
The New York Times Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Achieved 12.8 million total subscribers at year-end 2025, adding 1.4 million net new digital subscribers, with 450,000 added in Q4.
Digital-only ARPU rose 0.7% year-over-year to $9.72, supported by price increases and subscriber transitions from promotional rates.
Digital revenues surpassed $2 billion for the first time, with total Q4 revenues up 10.4% to $802.3 million.
Adjusted operating profit grew 12.8% year-over-year to $192.3 million in Q4, with margin expanding to 24.0%.
Bundle and multiproduct subscribers comprised 51% of the base, with notable strength in non-news products.
Financial highlights
Digital advertising revenues surged 24.9% year-over-year to $147.2 million in Q4, while print advertising declined 5.8% to $44.4 million.
Digital-only subscription revenues grew 13.9% to $381.5 million in Q4; print subscription revenues declined 2.0% to $129.0 million.
Free cash flow reached $551 million in 2025, aided by lower cash taxes and asset sales.
Adjusted diluted EPS in Q4 rose 11.3% to $0.89, driven by higher operating profit.
Returned $275 million to shareholders through share repurchases and dividends; board declared a $0.23 dividend per share.
Outlook and guidance
Q1 2026: Digital-only subscription revenues expected to rise 14–17%; total subscription revenues up 9–11%.
Digital advertising revenues projected to grow high teens to low twenties percent; total advertising up low-double digits.
Adjusted operating costs anticipated to rise 8–9% year-over-year.
Full-year 2026 expected to deliver healthy revenue and AOP growth, margin expansion, and strong free cash flow.
2026 capital expenditures forecasted at $35–$45 million.
Explain Q4 digital ARPU growth deceleration?
How do Generative AI costs impact ongoing ops?
Why simplify subscriber reporting categories?
Expect cost growth to decelerate in H2 2026?
How does ad growth influence subscription ARPU strategy?
Weigh AI's long-term threats versus opportunities?
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All proposals passed, with no questions raised during the Q&A session.
Next The New York Times Company earnings date
Q1 20266 May, 2026
The New York Times Company
Next The New York Times Company earnings date
Q1 20266 May, 2026
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Frequently asked questions
The New York Times Company, together with its subsidiaries, operates as a media company worldwide. It publishes its products on various platforms, including print, electronic, and audio. The company's news and information businesses cover news in the United States and internationally; opinion pieces, features, short fiction, journalism awards and columns; lifestyle content; food and home; children's products; TimesJobs; and travel. The New York Times Company was founded in 1851 and is headquartered in New York City.
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