Equity Profile

NYT

The New York Times Company

Communication ServicesPublishing$10.3B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

The New York Times Company (NYT) is a leading media organization known for its journalism and digital content. As part of the Communication Services sector, it plays a vital role in informing the public and shaping discussions around key issues, particularly in a rapidly evolving digital landscape.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.67

Revenue

Revenue growth is crucial for assessing the company's ability to attract and retain subscribers in a competitive market.

752M

Wall Street expectations, options signals, track record, and call prep available with Pro.

NYT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+12.80%

Avg Stock Reaction

+0.13%

Last Quarter Recap

In Q1 2026, The New York Times reported an EPS of $0.61, significantly beating expectations of $0.49. The stock reacted positively, gaining over 8% the next day.

Management Promises & Guidance

Continued focus on digital subscription growth.
Investment in new content initiatives.
Commitment to improving user engagement.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about NYT's upcoming earnings, expecting solid performance based on recent trends in digital subscriptions.

Bull Case

If the company exceeds EPS expectations and shows strong revenue growth, it could indicate robust subscriber retention and engagement.

Bear Case

Conversely, if the company misses on EPS or revenue, it may raise concerns about its ability to compete in the digital media landscape.

Key Metrics to Watch

EPS

0.67

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

752M

Revenue growth is crucial for assessing the company's ability to attract and retain subscribers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.67?

A beat on EPS would reinforce confidence in the company's profitability and operational efficiency.

What is the revenue growth compared to the consensus of $752M?

Revenue growth is critical for assessing the company's market position and ability to attract new subscribers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent content investments and subscriber engagement strategies, which could drive stronger-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational management.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent trends in digital media consumption may favor NYT's content strategy.

Key Risk

If subscriber growth metrics show significant improvement, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects the company's ability to adapt to changing consumer preferences in digital media.

Bull Confirmed If

An EPS of $0.70 or higher, coupled with revenue exceeding $755M, would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.65 or revenue falling short of $750M would signal potential weaknesses in subscriber growth.

Pre-Earnings Positioning

Options Market

Implied Move

±15.76%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±15.8% while NYT has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

33.5%

Calls (783K)P/C Ratio: 0.21Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NYT beats expectations, history suggests the stock could rise by around 0.13% on the day, reinforcing bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors digest management's commentary.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 6.69% in such scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on digital subscription growth and retention rates.
2Details on new content initiatives and their expected impact.
3Management's outlook on competitive pressures in the digital media space.
4Any commentary on cost management and operational efficiency.
5Insights into user engagement metrics and how they are trending.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.67

Revenue

Revenue growth is crucial for assessing the company's ability to attract and retain subscribers in a competitive market.

752M

Wall Street expectations, options signals, track record, and call prep available with Pro.

NYT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+12.80%

Avg Stock Reaction

+0.13%

Last Quarter Recap

In Q1 2026, The New York Times reported an EPS of $0.61, significantly beating expectations of $0.49. The stock reacted positively, gaining over 8% the next day.

Management Promises & Guidance

Continued focus on digital subscription growth.
Investment in new content initiatives.
Commitment to improving user engagement.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about NYT's upcoming earnings, expecting solid performance based on recent trends in digital subscriptions.

Bull Case

If the company exceeds EPS expectations and shows strong revenue growth, it could indicate robust subscriber retention and engagement.

Bear Case

Conversely, if the company misses on EPS or revenue, it may raise concerns about its ability to compete in the digital media landscape.

Key Metrics to Watch

EPS

0.67

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

752M

Revenue growth is crucial for assessing the company's ability to attract and retain subscribers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.67?

A beat on EPS would reinforce confidence in the company's profitability and operational efficiency.

What is the revenue growth compared to the consensus of $752M?

Revenue growth is critical for assessing the company's market position and ability to attract new subscribers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent content investments and subscriber engagement strategies, which could drive stronger-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational management.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent trends in digital media consumption may favor NYT's content strategy.

Key Risk

If subscriber growth metrics show significant improvement, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects the company's ability to adapt to changing consumer preferences in digital media.

Bull Confirmed If

An EPS of $0.70 or higher, coupled with revenue exceeding $755M, would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.65 or revenue falling short of $750M would signal potential weaknesses in subscriber growth.

Pre-Earnings Positioning

Options Market

Implied Move

±15.76%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±15.8% while NYT has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

33.5%

Calls (783K)P/C Ratio: 0.21Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NYT beats expectations, history suggests the stock could rise by around 0.13% on the day, reinforcing bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors digest management's commentary.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 6.69% in such scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on digital subscription growth and retention rates.
2Details on new content initiatives and their expected impact.
3Management's outlook on competitive pressures in the digital media space.
4Any commentary on cost management and operational efficiency.
5Insights into user engagement metrics and how they are trending.