New York Times (NYT) AI Stock Analysis

New York Times

(XETRA:NYT)

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Positive Factors

Digital Subscription ScaleRapid digital subscription growth and a base of roughly 13.4 million subscribers demonstrate strong product adoption and recurring revenue potential. Continued subscriber additions, pricing progress and a path toward 15 million subscribers can support durable revenue visibility and operating leverage.

Negative Factors

Platform-Driven Traffic PressureReduced referral traffic from major platforms can constrain audience discovery, engagement and advertising inventory, while making subscription acquisition more dependent on NYT’s own channels. Building direct relationships and products may improve resilience, but the industry pressure remains material.

New York Times (NYT) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 11.32B
Dividend Yield: 1.21%
Average Volume (3M): 211
Price to Earnings (P/E): 29.0
Beta (1Y): 0.18
Revenue Growth: 3.25%
EPS Growth: 15.43%
Country: Germany
Employees: 6,000
Sector: Communication Services
Sector Strength: 60
Industry: Publishing

New York Times Business Overview & Revenue Model

Company Description

The New York Times Company, in conjunction with its subsidiaries, furnishes news and vital information to a worldwide readership and viewership through a diverse array of digital and traditional media. Its premier publication is The New York Times, i...

New York Times Earnings Call Summary

Earnings Call Date:Aug 04, 2026(Q2-2026)|% Change Since:-1.48%|Next Earnings Date:Nov 03, 2026

Earnings Call SentimentPositive

The call presented strong top-line growth across subscriptions, advertising and consolidated revenues, plus meaningful free cash flow and shareholder returns. Management highlighted strategic progress—scaling video, product enhancements, and audience engagement—with robust Q2 results and constructive Q3 guidance. Headwinds include higher-than-expected operating cost growth (largely driven by compensation, incentive payouts, marketing and new sales staffing), platform-driven traffic pressures, early-stage video monetization, and some timing-related lumpiness in affiliate revenues and cash flow. Overall, positive operational momentum and financial performance outweighed the cited challenges and near-term cost/headwind risks.

Positive Updates

Strong Digital Subscription Growth

Digital subscription revenues grew ~16% year-over-year (16.4% per CFO) to $408M; added 280,000 net new digital subscribers in Q2, bringing the total subscriber base to ~13.4M and keeping the company on track toward a 15M milestone. Digital-only subscriber base was ~13.3% higher year-over-year and digital-only ARPU grew 3.1%.

Negative Updates

Higher-Than-Guided Cost Growth

Adjusted operating costs grew ~10% in Q2, exceeding the prior guidance range primarily due to higher compensation and benefits (including incremental variable compensation tied to financial outperformance) and increases in sales and marketing and advertising-related costs.

Company Guidance

For Q3 the Company guided digital‑only subscription revenues to increase 12%–15% and total subscription revenues to increase 9%–11%; digital advertising revenues to rise mid‑ to high‑teens and total advertising to increase high single‑ to low double‑digits; affiliate, licensing & other revenues to grow low‑ to mid‑single digits; and adjusted operating costs to increase 8%–9%. Management reiterated that it expects 2026 to be another year of healthy revenue and AOP growth with strong free cash flow and to remain on track for its midterm targets for subscribers, AOP growth and capital returns. For context, Q2 results underpinning the guide included +11% consolidated revenues, +16% AOP (~$155M), digital‑only subscription revenue up 16.4% to $408M with ~280k net new digital subs (total subs ~13.3–13.4M), total subscription revenue of ~$538M (+11.7%), digital advertising $114M (+20.7%) and total advertising $149M (+11.3%), adjusted diluted EPS $0.69 (up $0.11, +19%), H1 free cash flow ~$266M, and ~$160M returned to shareholders (≈$92M repurchases, $68M dividends).

New York Times Risk Analysis

New York Times disclosed 30 risk factors in its most recent earnings report. New York Times reported the most risks in the "Tech & Innovation" category.

Tech & Innovation - Risks related to the company’s reliance on technology and ability to make innovative products

Latest Risks Added

0 New Risks

New York Times Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

DE:NYT against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
NWSA	69Neutral	$16.21B	30.82	6.62%	0.69%	1.06%	26.22%
WLY	67Neutral	$2.60B	13.57	25.28%	2.78%	-0.27%	111.79%
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
TDAY	49Neutral	$907.33M	-22.89	-25.00%	―	-6.67%	-134.92%
LEE	45Neutral	$136.43M	-3.95	38.08%	―	-11.12%	72.31%
TNMG	42Neutral	$2.96M	-0.03	-249.02%	―	-7.16%	71.12%

* Communication Services Sector Average

Performance Comparison

DE:NYT and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:NYT	The New York Times Company	63.20	14.67	30.23%
WLY	John Wiley Sons Cl	51.17	14.57	39.82%
LEE	Lee Enterprises	6.12	2.07	51.11%
NWSA	News Corporation Class A	29.12	3.51	13.72%
TDAY	Usa Today Co., Inc.	6.18	1.09	21.41%
TNMG	TNL Mediagene	3.89	-42.22	-91.56%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

New York Times AI Stock Analysis