News Corporation (NWSA) Earnings Call Transcripts
News Corporation's Latest Earnings Call - September 8, 2026
In the fiscal year 2026, News Corporation (NWSA:US) reported a revenue growth of 7% and a remarkable 40% increase in cash flow, marking it as the best year in the last three years. The company achieved EBITDA growth of 15%, driven primarily by its Dow Jones B2B segment and digital real estate operations. Management maintained a positive outlook, emphasizing the strength of recurring revenue, which now constitutes 61% of total revenue, and indicated ongoing investments in AI and digital initiatives to sustain growth moving forward.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $10.5B (beat) |
| EBITDA | $1.5B (beat) |
| Cash Flow | $1.2B (beat) |
| Recurring Revenue | 61% (positive) |
| Buybacks | $643M (positive) |
| Dow Jones B2B Growth Rate | 11%-13% (positive) |
Guidance from management
Management maintained a positive outlook for fiscal 2027, expecting continued growth in the Dow Jones B2B segment and digital real estate, with a focus on leveraging AI for operational efficiencies. No specific revenue or EBITDA guidance was provided for the upcoming fiscal year.
What management said
It was our best year of the last 3 years, but by a small margin because this is a business that has grown 14% EBITDA growth in fiscal '24. 14% EBITDA growth in fiscal '25 and 15% EBITDA growth in fiscal '26. What was really special of fiscal '26 is also the fact that we grew cash flow by 40%. And that's on a revenue growth rate of 7%. So this is a business that has -- it's not a business that just had one really gre...
That was 2030 -- '12, '12 or '13 and then the other thing that makes New cop special, which is, I think, is something that I'm not sure how many investors appreciate it, but I worked in 3 companies before coming here. lip companies, consumer products companies. I was at P&G, I was at Mondelez, I was at Diaco. I have never seen an organization, and this is true across all of our businesses that is so curious with suc...
What analysts pressed on
Analysts expressed concerns regarding the potential impact of AI on traditional media and the sustainability of growth in the housing market. There were also questions about the company's ability to maintain profitability in its various segments amidst economic uncertainties.
Main topics on the call
- Strong Cash Flow Growth — News Corp reported a 40% increase in cash flow for fiscal 2026, which is a significant indicator of operational efficiency and profitability. CFO Lavanya Chandrashekar stated, "this is a business that has posted 3 consec...
- Recurring Revenue Strength — The company highlighted that 61% of its revenue is now recurring, a substantial increase from previous years. This shift towards stable revenue streams is expected to provide more predictability in earnings. Chandrasheka...
- AI Monetization Strategy — Management emphasized the potential of AI to enhance revenue and reduce costs, citing deals with major tech firms like OpenAI and Meta. Chandrashekar remarked, "we definitely believe that there's more upside than downsid...
- Dow Jones B2B Growth Potential — The B2B segment of the Dow Jones business is expected to drive significant growth, with markets like risk and compliance projected to grow at 11% to 13%. Chandrashekar stated, "we expect growth to come from our B2B part ...
Read the full News Corporation transcript (September 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About News Corporation
News Corporation (NWSA) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 58 calls on record spanning February 6, 2020 to September 8, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 58 News Corporation earnings call transcripts on record, spanning February 6, 2020 to September 8, 2026. Based on this history, News Corporation reports quarterly. The most recent call on file is dated September 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- NWSA
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 58
- First call
- February 6, 2020
- Most recent
- September 8, 2026
- Reporting cadence
- quarterly