The New York Times Company (NYT) Earnings Call Transcripts

The New York Times Company's Latest Earnings Call - May 19, 2026

In the first quarter of fiscal year 2026, The New York Times Company reported revenue of $600 million, a 10% increase year-over-year, and earnings per share (EPS) of $0.45, exceeding analyst expectations by $0.05. Management reiterated its goal of reaching 15 million paid subscribers by the end of 2027, with current paid subscriptions exceeding 13 million. The company signaled strong growth potential in digital advertising and video content, which are expected to drive future revenue growth.

Reported metrics

Guidance from management

Management maintained its goal of reaching 15 million paid subscribers by the end of 2027 and expressed confidence in continued revenue growth driven by digital advertising and video content.

What management said

Yes. I mean the short answer is we need some megaphones. Wordle is a great megaphone, like we have these extraordinary games, tens of millions of people play. And then you need some things that are kind of sufficient gravity that lots and lots of people will also pay because it's so worthwhile in their lives. And I don't have more to say than we're always kind of calibrating with a lot of sophisticated data scienc...

Yes. It was a great deal. I'll just say that. We're so happy to own it. And I just want to give credit where credit is due. After we acquired Wordle, our team made all these other incredible games: Connections, Strands, the Mini; these were born after Wordle. And everybody should play Crossplay if they're not; grab a friend and play Crossplay.

What analysts pressed on

Analysts raised concerns about the competitive landscape, particularly regarding the impact of AI on content creation and the potential volatility in advertising demand due to external factors. There was also discussion on how to effectively convert free users to paid subscribers.

Main topics on the call

• Subscriber Growth — The New York Times has surpassed 13 million paid subscribers, moving closer to its goal of 15 million by the end of 2027. CEO Meredith Kopit Levien stated, "We believe that TAM is at least as large as we've previously re...
• Digital Advertising Performance — The digital advertising segment continues to outperform expectations, driven by a large engaged audience and effective ad products. Levien noted, "We're able to get more share of wallet from the marketers who already wor...
• Video Content Expansion — Management is ramping up video production, having doubled reporter video output. Levien emphasized, "Our aim here is to be as preferred a brand for watching the news and the other things that we do as we are for reading ...
• Strategic Pillars — The company focuses on three strategic pillars: being the best news destination, offering market-leading lifestyle products, and creating an interconnected product experience. Levien stated, "We can build a larger and mo...

Read the full The New York Times Company transcript (May 19, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 51 The New York Times Company earnings call transcripts on record, spanning February 6, 2020 to May 19, 2026. Based on this history, The New York Times Company reports quarterly. The most recent call on file is dated May 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NYT

Exchange

NYSE

Country

US

Sector

Communication Services

Industry

Media

Calls on record

51

First call

February 6, 2020

Most recent

May 19, 2026

Reporting cadence

quarterly