$NMAX

Newsmax (NMAX) Q2 2026 Earnings Call Transcript

Newsmax (NMAX) reported Q2 2026 revenue of $54.1M, up 16.5% YoY. Key growth drivers were affiliate fees (up 81.9%) and licensing (up 557.1%). Net income was $2.9M, the first profitable quarter as a public company. The company highlighted audience growth, international expansion, and a strategic AI partnership with Meta. Full-year revenue guidance was reiterated at $212M-$216M.

Original reporting
Published Aug 22, 2026, 5:00 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 22, 2026, 5:19 AM 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.
Newsmax (NMAX) Q2 2026 Earnings Call Transcript — source image
Decision brief

The 30-second read

$NMAXBullishMed
01

Why it matters

The earnings beat and guidance upgrade could drive short‑term buying interest, especially among small‑cap media investors.

02

Market read

Earnings release provides fresh material for traders; the beat and profit turn‑around are actionable.

03

What to watch

Higher operating costs from AI initiatives and potential competition from larger networks.

Relevance 7/10Novelty 8/10Timing: post‑earnings release

Background

Newsmax delivered its Q2 2026 earnings call, highlighting record revenues, first profitable quarter, and expanded international licensing.

Company-level read

Ticker impact

$NMAXBullishHigh confidence
Context

Q2 2026 earnings released with $54.1M revenue, 16.5% YoY growth and first quarterly net income of $2.9M, plus full-year guidance of $212‑$216M.

Expected impact

Potential short‑term price rally on beat and positive guidance.

Evidence & confidence

First profit quarter, strong revenue growth, and raised guidance indicate improved fundamentals.

Market effects

Positive signal for the cable news and media subscription sector.

U.S. media stocks may see modest lift.

Limited to investors tracking U.S. media equities.

Counterpoint

Profitability may be fragile; reliance on affiliate fees could face pricing pressure.

Key entities

  • Newsmax

    U.S. cable news network (ticker NMAX).

  • Meta

    Partner in AI content collaboration mentioned in the call.

Related articles

$NMAXMedAI 8/10

Why Newsmax Stock Is Skyrocketing Today

Newsmax shares (NMAX) rose about 19% by 11:45 a.m. ET on Friday, outperforming a modestly lower S&P 500 and Nasdaq. The move followed its Q2 report released after the prior close, showing EPS of $0.03 versus an expected loss of $0.03, revenue up 16.5% to about $54.1M, and broadcast revenue up to $45.8M. The company reiterated full-year sales guidance of $212M to $216M and expects about $16M in international licensing fees.

$NMAXMedAI 8/10

Newsmax Inc.: Newsmax Announces Second Quarter 2026 Financial Results

Newsmax Inc. (NYSE:NMAX) reported Q2 2026 results for the quarter ended June 30, 2026. Revenue rose 16.5% year over year to $54.1 million, with broadcasting up 20.5% to $45.8 million. Net income was $2.9 million, first quarterly profit as a public company, and adjusted EBITDA was $5.7 million. The company reiterated full-year 2026 revenue guidance of $212 million to $216 million.

$NMAXHigh

Newsmax Announces Second Quarter 2026 Financial Results

Newsmax Inc. (NMAX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Newsmax Announces Second Quarter 2026 Financial Results Company Reports Record Quarterly Revenues of $54.1 million, a 16.5% Year-Over-Year Increase Broadcast Revenues Increase to $45.8 million, a 20.5% Increase Year-Over-Year Company Reports Net Income of $2.9 million and Adjuste

$METAMed

Meta will train its AI on Newsmax, a far-right outlet with a history of conspiracy theories

Meta said it will use Newsmax reporting and archives to help answer AI questions across its apps and devices, according to Popular Information. Financial terms were not disclosed. Newsmax has faced accuracy concerns, including a NewsGuard score of 20/100 and past election-related claims that led to settlements totaling over $100 million, per Popular Information. Meta’s platforms reach 3.9 billion monthly users.

$VODMed

Vodafone seeks to cut UK costs by £1 billion by 2032

Vodafone aims to save £1 billion annually in UK costs by 2032, raising its target from £800 million. The company expects mid-to-high single-digit EBITDAaL growth and a threefold increase in operating free cash flow by 2032. CEO Margherita Della Valle cited confidence in the upgraded target.

$LEVIHighAI 9/10

Levi Strauss Lifts Profit Guidance, but Tariff Refund Flatters the Beat

Levi Strauss (LEVI) raised its full-year profit guidance after Q3 adjusted earnings of $0.48 per share beat estimates, though revenue of $1.6B met expectations. The beat was partly due to a $79M tariff refund. Shares closed at $19.51, down 4.97% pre-earnings. The company plans to redeploy $60M into direct-to-consumer initiatives, which make up 45% of revenue. Guidance for gross margin and revenue growth was also adjusted.