Communication Services·Publishing·$13.1B
The New York Times Company (NYT) is a leading publisher in the Communication Services sector, known for its influential news coverage and digital subscriptions. As consumer habits shift towards digital media, the company's ability to attract and retain subscribers is crucial for its growth and revenue generation.
EPS
Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
Revenue figures provide insight into the company's sales performance and overall market demand for its products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+18.64%
Avg Stock Reaction
-0.51%
In Q4-2025, NYT reported an EPS of $0.89, slightly beating expectations. However, the stock reacted negatively, dropping 6.34% the following day.
Management Promises & Guidance
Analysts expect NYT to report solid earnings this quarter, with a consensus EPS of $0.47 and revenue of $700M. The company has consistently beaten EPS estimates in recent quarters.
Bull Case
If NYT can continue its trend of strong subscriber growth and exceed revenue expectations, it may drive stock prices higher, reflecting investor confidence.
Bear Case
Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given recent stock performance.
EPS
$0.47Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$700MRevenue figures provide insight into the company's sales performance and overall market demand for its products.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.47?
A beat on EPS would reinforce the company's strong performance and could positively influence investor sentiment.
Q2
What is the outlook for subscriber growth in the upcoming quarters?
Subscriber growth is critical for NYT's revenue model, and any guidance on this will be closely scrutinized by investors.
Why consensus could be wrong
The Street may be underestimating the impact of NYT's recent investments in digital content and marketing, which could lead to stronger-than-expected subscriber growth.
Supporting Evidence
Recent trends show a surge in digital subscriptions, indicating increased consumer interest.
The company's commitment to high-quality journalism may attract more subscribers, countering market skepticism.
Historical data shows NYT has consistently beaten EPS estimates, suggesting a potential for upside surprises.
Key Risk
If subscriber growth falls short of expectations, it could undermine the bullish outlook.
Pre-commit to what would confirm each case.
The market is debating whether NYT can sustain its growth trajectory in a competitive digital landscape.
Bull Confirmed If
An EPS of $0.50 or higher, along with strong guidance on subscriber growth, would confirm the bull case.
Bear Confirmed If
An EPS below $0.37 or weak subscriber growth guidance would confirm the bear case.
Implied Move
±4.2%
Currently, there is no options market data available, but the implied move suggests moderate volatility expected around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If NYT beats expectations, history suggests the stock could rise around 6.05%, confirming positive market sentiment.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
If NYT misses expectations, the stock could drop significantly, potentially around 0.51%, reflecting investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026