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fool.comAUG 126 min read$NYT

NYT (NYT) Q2 2026 Earnings Call Transcript

The New York Times Company (NYT) reported Q2 2026 revenue of $762.5 million, up 11.2%, driven by digital-only subscription revenue of $407.9 million (+16.4%) and digital advertising of $114.0 million (+20.7%). Digital-only subscribers rose to 12.8 million (+280,000). Adjusted diluted EPS was $0.69 (+19.0%). Q3 guidance: digital-only subs +12% to +15%, digital ads mid- to high teens.

Original reporting
fool.com
Published Aug 12, 2026, 7:15 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 12, 2026, 8:07 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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NYT (NYT) Q2 2026 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$NYTBullishMed
01

Why it matters

Traders can update expectations for NYT’s digital subscription growth, advertising momentum, and cost trajectory based on the disclosed Q3 ranges and margin/cost commentary.

02

Market read

The combination of Q2 beats (notably total advertising vs expectations) and explicit Q3 guidance ranges for digital subscriptions and digital advertising is the main driver for near-term trading positioning.

03

What to watch

Free cash flow benefited from working-capital timing in H1 and may reverse in H2, which could temper enthusiasm for near-term cash-flow quality despite strong AOP.

Relevance 8/10Novelty 7/10Timing: post-earnings call, guidance for Q3 disclosed

Background

The New York Times Company held its Q2 2026 earnings conference call, reporting digital subscription and advertising performance and providing Q3 guidance.

Company-level read

Ticker impact

$NYTBullishMedium confidence
Context

NYT reported Q2 2026 results and guided Q3 digital-only subscription revenue up 12% to 15% and digital advertising up mid- to high teens.

Expected impact

Likely positive bias for NYT into the next trading sessions as traders price in the Q3 digital-only and ad revenue guidance.

Evidence & confidence

The article includes specific Q2 datapoints (revenue, subscribers, AOP, FCF) plus explicit Q3 revenue and cost guidance ranges, which are actionable for earnings-follow-through and expectation setting.

Market effects

Sector

Reinforces that legacy publishers are still able to grow via digital subscriptions and advertising demand, supporting the broader media subscription-ad model.

Regional

Primarily US-focused demand and ad spending signals, with limited direct regional spillover beyond US media sentiment.

Global

Global content and audience engagement themes (video, journalism, games) may marginally influence international media investor sentiment, but the guidance is company-specific.

Counterpoint

What could challenge this read

Q3 digital subscription guidance is partially impacted by the Mini paywall cohort effect, so underlying demand may be less clean than the headline growth range suggests.

Key entities

  • company
    The New York Times Company

    Reported Q2 2026 revenue growth, subscriber metrics, AOP/FCF, and issued Q3 guidance for digital subscriptions, digital advertising, and adjusted operating costs.

  • executive
    Meredith Kopit Levien

    CEO attributed results to audience growth, video scaling, and marketer engagement with ad products.

  • executive
    Will Bardeen

    CFO provided Q3 guidance ranges and noted cohort effects and working-capital timing considerations.

Read at source← All news

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