New York Times Q3 2025 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy NYT?
Source: seekingalpha
- Strong Earnings Report: The New York Times Company reported a non-GAAP EPS of $0.89 for Q3 2025, exceeding market expectations by $0.01, indicating robust performance in both advertising and subscription revenues, which boosts investor confidence.
- Revenue Growth: Total revenue for the third quarter reached $802.3 million, surpassing expectations by $10.75 million, reflecting the company's successful digital transformation and further solidifying its leadership position in the media industry.
- Market Outlook: With the recovery of the advertising market and an increase in user subscriptions, the New York Times anticipates continued growth in the coming quarters, providing more investment opportunities and strategic development space for the company.
- Increased Investor Confidence: The positive performance in this earnings report not only enhances market confidence in the New York Times but may also prompt analysts to reassess its stock ratings, potentially driving the stock price higher.
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Analyst Views on NYT
Wall Street analysts forecast NYT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NYT is 69.33 USD with a low forecast of 55.00 USD and a high forecast of 81.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 69.110
Low
55.00
Averages
69.33
High
81.00
Current: 69.110
Low
55.00
Averages
69.33
High
81.00
About NYT
The New York Times Company is a global media organization that includes newspapers, digital and print products, and related businesses. It is focused on creating, collecting, and distributing news and information that helps the audience understand and engage with the world. The Company's news product, The New York Times (The Times) is available on mobile applications, on its Website (NYTimes.com) and as a printed newspaper, and with associated content such as podcasts. The Company's interest-specific products include The Athletic, Games, Cooking, and Audio (read-aloud audio service), which are available on mobile applications and Websites; and Wirecutter, an online review and recommendation product. Its other businesses include licensing operations; commercial printing operations; live events business; and other products and services under The Times brand. The Company’s Times’s print edition newspaper is published seven days a week in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Negative Stock Reaction: Following the layoff announcement, shares of the New York Times fell over 6%, as investors expressed concerns about high costs associated with the pivot to video, indicating a pessimistic outlook for the future of traditional media.
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- Subscription Revenue Increase: Total subscription revenues rose 9.4% to $510.5 million, with digital-only revenues increasing 13.9% to $381.5 million, showcasing the success of bundle and multiproduct sales, although print subscription revenues fell 2.0% to $129.0 million, indicating challenges in traditional business.
- Advertising Revenue Growth: Fourth-quarter advertising revenues increased 16.1% to $191.7 million, with digital advertising revenues up 24.9% to $147.2 million; despite print advertising revenues declining 5.8% to $44.4 million, the overall growth in advertising revenue provided support for the company.
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- Revenue and Profit Increase: The company achieved over $2 billion in digital revenue for the first time, with adjusted operating profit growing over 20% and margins expanding to 19.5%, indicating the effectiveness of its diversified revenue strategy.
- Strong Advertising Revenue: Digital advertising revenue increased by 25% year-over-year, while total advertising revenue rose by 16%, reflecting a recovery in the advertising market and laying a solid foundation for future revenue growth.
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See More
