$NYT

The New York Times Revenue Rises 9.7% as Q3 Operating Profit Gains 16.4%

The New York Times reported Q3 2026 revenue of $768.5M, up 9.7% YoY, with operating profit rising 16.4% to $121.9M. Net income was $97.4M, and adjusted EPS increased to $0.68. The company added 420,000 digital-only subscribers, ending with 13.76M total subscribers.

Original reporting
Published Nov 4, 2026, 12:13 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 12:22 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.
The New York Times Revenue Rises 9.7% as Q3 Operating Profit Gains 16.4% — source image
Decision brief

The 30-second read

$NYTBullishHigh
01

Why it matters

Revenue and EPS beat could drive short‑term buying pressure.

02

Market read

Earnings beat provides a fresh data point for traders evaluating NYT and the broader media sector.

03

What to watch

No forward guidance was given, leaving uncertainty about future growth.

Relevance 8/10Novelty 8/10Timing: post-market today

Background

The article summarizes the Q3 2026 earnings release filed on an 8‑K.

Company-level read

Ticker impact

$NYTBullishMedium confidence
Context

The New York Times disclosed Q3 2026 revenue of $768.5M (+9.7% YoY) and adjusted EPS of $0.68, beating prior expectations.

Expected impact

potential modest upside as the market prices in the revenue and EPS beat

Evidence & confidence

The surprise in subscriber growth and higher digital ad revenue could lift the stock, but no guidance was provided.

Market effects

Positive subscriber growth may signal strength for the digital media sector.

U.S. media stocks could see modest gains.

Limited; primarily impacts U.S. listed media companies.

Counterpoint

If the market had already priced in strong subscriber growth, the beat may be already reflected.

Key entities

  • The New York Times Company

    U.S. media publisher reporting earnings.

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$NYTMed

The New York Times Company Q3 2026 Earnings Call Summary

The New York Times Company reported Q3 2026 earnings, highlighting 14.6% digital subscription revenue growth and double-digit digital advertising growth. The company is expanding video content and lifestyle offerings, while maintaining cost discipline. Q4 guidance anticipates continued subscription and advertising growth, with a focus on human-made content and shareholder returns.

$NYTHighAI 8/10

NY Times (NYT) Q3 2026 Earnings Call Transcript

The New York Times (NYT) reported Q3 2026 earnings with total revenue of $768.5M, up 9.7% YoY. Digital subscriptions grew 14.6% to $421.3M, with 420K new subscribers. Digital ad revenue rose 12.0% to $109.9M. Adjusted EPS was $0.68, up from $0.59. Q4 guidance expects 9-11% total subscription growth and 6-8% cost increase. The company faces risks from tech company traffic impacts and variable compensation costs.