yahoo.comAUG 223 min read$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

yahoo.com

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.

About AlphAI AI Desk Scoring methodology Report an issue

Newsmax (NMAX) Q2 2026 Earnings Call Transcript — source image — Source · yahoo.com

Decision brief

The 30-second read

$NMAXBullishMed

Why it matters

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

Market read

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

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

AI estimates · verify against primary disclosures

$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

Sector

Positive signal for the cable news and media subscription sector.

Regional

U.S. media stocks may see modest lift.

Global

Limited to investors tracking U.S. media equities.

Counterpoint

What could challenge this read

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

Key entities

Company
Newsmax
U.S. cable news network (ticker NMAX).
Company
Meta
Partner in AI content collaboration mentioned in the call.

Read at source ← All news

AUG 14

$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.

fool.com4 min

AUG 13

$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.

finanznachrichten.de6 min

AUG 13

$NMAXHigh

Newsmax Inc. (NMAX): Results of Operations and Financial Condition

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

SEC EDGAR 8-K6 min

AUG 2

$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.

yahoo.com6 min

SEP 17

$BWINMed

Michael Dell Just Made a $7.7 Billion Bet on This Insurance Stock

Michael Dell is acquiring Baldwin & Co. (BWIN) for $7.7B. Baldwin reported Q2 revenue of $492.9M (+30% YoY), adjusted net income of $68.5M, and adjusted EBITDA of $116.7M (+37%). Management guided Q3 revenue to $485M-$495M and full-year revenue to $2.01B-$2.05B. Analysts have mixed targets, with a consensus 'Moderate Buy' and average target of $33.

yahoo.com2 min