$NYT · NEW YORK TIMES CO
The New York Times Company reported Q3 2026 results (period ended September 30, 2026) via an 8-K Item 2.02. Total revenue rose 9.7% to $768.5M, GAAP diluted EPS was $0.60 (up from $0.50), and adjusted diluted EPS was $0.68 (up from $0.59). Digital-only subscription revenue grew 14.6% to $421.3M, and the company added 420,000 net digital-only subscribers to reach 13.22M.
- Total revenue +9.7% YoY to $768.5M; operating profit +16.4% to $121.9M.
- Digital-only subscription revenue +14.6% to $421.3M; digital-only ARPU +1.4% to $9.93.
- 420,000 net digital-only subscriber adds; total subscribers 13.76M.
- Adjusted diluted EPS $0.68 vs $0.59 a year ago; GAAP diluted EPS $0.60.
- Repurchased 1,158,652 shares for ~$79.1M; $146.0M buyback authorization remains.
Extended-hours last trade $70.56, up 5.13% vs the $67.12 regular close, signaling a positive after-hours reaction to the beat and subscriber growth.
Strong subscriber momentum and margin expansion confirm NYT's multi-revenue-stream strategy is compounding, with Q4 guidance pointing to continued double-digit digital growth.
NYT's 14.6% digital subscription growth and 420K net adds reinforce its position as a leading digital-subscription media model amid a challenged advertising environment.
Generative AI litigation costs rose 57% YoY to $3.8M pre-tax, reflecting ongoing lawsuits over unauthorized use of journalism content. Print advertising revenue declined 4.3% to $32.7M.