$NYT

The New York Times’s (NYSE:NYT) Q3 2026 earnings results: revenue in line with expectations

The New York Times (NYT) reported Q3 2026 revenue of $768.5M, up 9.7% YoY, meeting estimates. Adjusted EPS of $0.68 beat expectations by 5.2%. Subscribers grew by 1.46M YoY. Operating margin was 15.9%, stable YoY, while free cash flow margin declined. Analysts expect 7.3% revenue growth over the next 12 months.

Original reporting
Published Nov 4, 2026, 1:05 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 1:17 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’s (NYSE:NYT) Q3 2026 earnings results: revenue in line with expectations — source image
Decision brief

The 30-second read

$NYTBullishHigh
01

Why it matters

Earnings beat drove a 4% share price increase, indicating immediate market reaction.

02

Market read

First report of NYT's Q3 2026 earnings, providing fresh data for traders.

03

What to watch

Margin compression risk and slower revenue growth versus sector benchmarks could limit upside.

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

Background

The New York Times reported Q3 2026 results, highlighting revenue in line with expectations and a modest EPS beat.

Company-level read

Ticker impact

$NYTBullishHigh confidence
Context

Q3 2026 earnings beat revenue expectations and posted a 5.2% EPS beat, driving a 4% share rise.

Expected impact

upward pressure as the market prices in the earnings beat and subscriber growth

Evidence & confidence

Revenue in line with estimates and EPS beat, combined with subscriber increase, suggest continued momentum.

Market effects

Consumer discretionary media segment may see modest support from NYT's beat, but broader sector remains mixed.

U.S. media stocks could see short-term lift.

Limited to investors tracking U.S. media earnings.

Counterpoint

Despite the beat, long-term revenue growth remains weak, suggesting caution on valuation.

Key entities

  • The New York Times

    U.S.-listed newspaper and digital media company (NYSE:NYT).

Related articles

$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.

$NYTMedAI 8/10

New York Times Faces AI Questions as Digital Subscriber Growth Shines

The New York Times reported Q3 revenue of $768.5M, beating estimates, with net income up 19.2% to $97.4M. Digital-only subscriptions rose 14.6% to $421.3M, adding 420K subscribers. CEO Meredith Kopit Levien addressed AI concerns, emphasizing subscriber engagement and journalism quality. Shares rose 3.8% premarket.