Every material Form 8-K New York Times has filed with the SEC since November 13, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
The New York Times reported third-quarter 2026 results with total revenues of $768.5 million, up 9.7% from a year earlier, and operating profit of $121.9 million, up 16.4%. Diluted earnings per share were $0.60, compared with $0.50 in the third quarter of 2025. The company also guided fourth-quarter 2026 digital-only subscription revenues up 12% to 15% and adjusted operating costs up 6% to 8%.
Total revenues were $768.5 million, up 9.7% from $700.8 million; digital-only subscription revenues rose 14.6% to $421.3 million.
Operating profit was $121.9 million, up 16.4%; diluted EPS was $0.60 versus $0.50, including $0.02 per share of Generative AI litigation costs.
The company added approximately 420,000 net digital-only subscribers in the quarter, bringing total subscribers to 13.76 million.
Fourth-quarter 2026 guidance: digital-only subscription revenues up 12% to 15%; adjusted operating costs up 6% to 8%.
The New York Times Company said Executive Vice President and Chief Human Resources Officer Jacqueline Welch will step down effective January 1, 2027. The filing says she will be eligible for severance under the company's Executive Severance Plan, subject to a general release and restrictive covenants, and is entitled to payments under long-term performance awards because she meets the retirement requirements.
Jacqueline Welch steps down as Executive Vice President and Chief Human Resources Officer, effective January 1, 2027
Severance eligibility under the Executive Severance Plan is subject to a general release of claims and compliance with restrictive covenants
Welch has met the age and service requirements for Retirement under awards granted under the 2020 Incentive Compensation Plan and is entitled to payments under those awards
The New York Times reported second-quarter 2026 revenue of $762.5 million, up 11.2% from a year earlier, with operating profit up 10.8% to $118.0 million and diluted EPS of $0.57 versus $0.50. Digital-only subscription revenue rose 16.4% and digital advertising revenue rose 20.7%, while operating costs rose 11.2%. The company also gave third-quarter 2026 guidance calling for digital-only subscription revenues to rise 12% to 15% and adjusted operating costs to rise 8% to 9%.
Total revenues $762.5 million, up 11.2% from $685.9 million; digital-only subscribers reached 12.80 million, with 280,000 net additions in the quarter
Operating profit $118.0 million, up 10.8%; operating profit margin flat at 15.5%
Diluted EPS $0.57 versus $0.50; adjusted diluted EPS $0.69 versus $0.58
Q3 2026 guidance: digital-only subscription revenues up 12% to 15%, adjusted operating costs up 8% to 9% versus Q3 2025
The New York Times Company reported first-quarter 2026 results with total revenues up 12.0% to $712.2 million and operating profit up 54.5% to $90.6 million. Diluted EPS was $0.54, compared with $0.30 a year earlier, and the company gave second-quarter 2026 guidance for digital-only subscription revenue growth of 14% to 17% and adjusted operating cost growth of 8% to 9%.
Total revenues rose 12.0% to $712.2 million, and digital advertising revenues rose 31.6% to $93.3 million.
Diluted EPS was $0.54 versus $0.30 a year earlier; adjusted diluted EPS was $0.61 versus $0.41.
Digital-only subscribers reached 12.52 million after a net addition of about 310,000 in the quarter.
The company repurchased 779,365 shares for about $56.3 million in the quarter and had about $291.2 million left under its authorization as of May 1, 2026.
The New York Times Company reported fourth-quarter 2025 total revenues of $802.3 million, up 10.4% from a year earlier, and diluted EPS of $0.79 versus $0.75. Operating profit rose 10.2% to $161.6 million, and full-year 2025 free cash flow was $550.5 million compared with $381.3 million in 2024. The company also declared a $0.23 quarterly dividend, up $0.05, and guided first-quarter 2026 digital-only subscription revenues to rise 14% to 17%.
Digital-only subscribers rose by about 450,000 in the fourth quarter to 12.21 million; total subscribers reached 12.78 million.
Digital advertising revenues rose 24.9% to $147.2 million; digital-only ARPU rose 0.7% to $9.72.
Operating profit margin was 20.1%, down about 10 basis points year over year, and adjusted operating costs rose 9.7%.
First-quarter 2026 guidance calls for adjusted operating costs to increase 8% to 9% compared with first-quarter 2025.
The New York Times Company adopted an Executive Severance Plan on January 15, 2026, setting standardized severance terms for executives, and amended CEO Meredith Kopit Levien's employment agreement the same day. The amendment adds enhanced change-in-control severance for the CEO and extends her post-employment non-solicitation covenant from 15 to 18 months, which shareholders may view as a change in how executive exits would be paid if control of the company changed.
Severance Plan adopted January 15, 2026; CEO Meredith Kopit Levien is not eligible and remains under her July 21, 2020 employment agreement
Non-change-in-control cash severance for Executive Committee members is 52 weeks of base pay; other Section 16 Officers receive one week per six months of service, between 26 and 52 weeks
Under the amendment, a CEO termination without Cause or for Good Reason within 12 months after a Change in Control triggers two times base salary, 24 months of COBRA premium payments, and two times target annual bonus
The New York Times Company reported third-quarter 2025 results on November 5, 2025. Total revenues rose 9.5% year over year to $700.8 million, and diluted EPS was $0.50 compared with $0.39 a year earlier. The company also guided fourth-quarter 2025 digital-only subscription revenues to rise 13% to 16% and adjusted operating costs to rise 6% to 7%, both compared with the fourth quarter of 2024.
Total revenues $700.8 million, up 9.5%; operating profit $104.8 million, up 36.6%
Digital-only subscribers reached 11.76 million, a net increase of 460,000 in the quarter
Diluted EPS $0.50 versus $0.39; net income $81.6 million versus $64.1 million
Q4 2025 guidance: digital-only subscription revenues up 13% to 16%; adjusted operating costs up 6% to 7%
The New York Times Company reported second-quarter 2025 results, with total revenues up 9.7% to $685.9 million, operating profit up 34.2% to $106.6 million, and diluted earnings per share of $0.50 versus $0.40 a year earlier. It added about 230,000 net digital-only subscribers, reaching 11.88 million total subscribers, and guided to third-quarter digital-only subscription revenue growth of 13% to 16%.
Total revenues rose 9.7% year-over-year to $685.9 million; digital advertising revenues rose 18.7% to $94.4 million.
Operating profit rose 34.2% to $106.6 million; adjusted diluted EPS was $0.58 versus $0.45.
Total subscribers reached 11.88 million, including 11.30 million digital-only subscribers.
Third-quarter guidance: digital-only subscription revenues up 13% to 16% and adjusted operating costs up 5% to 6%.
The New York Times Company entered into a Second Amended and Restated Credit Agreement dated June 13, 2025, providing up to $400.0 million of unsecured revolving credit through June 13, 2030. It replaces the July 27, 2022 agreement, and no initial borrowing was made.
Revolving credit facility of up to $400.0 million, running five years through June 13, 2030
No initial borrowing under the agreement
Maximum Consolidated Leverage Ratio of 3.50:1.00, with a temporary increase to 4.00:1.00 after a Material Acquisition
Covenants generally permit continued regular quarterly dividends and common stock repurchases if in pro forma compliance
The New York Times Company reported first-quarter 2025 total revenues of $635.9 million, up 7.1% from a year earlier, and diluted EPS of $0.30 compared with $0.24. Operating profit rose 21.3% to $58.6 million, and the company gave second-quarter 2025 guidance for digital-only subscription revenues to increase 13% to 16% and adjusted operating costs to increase 5% to 6%.
Total revenues rose 7.1% to $635.9 million; digital-only subscription revenues rose 14.4% to $335.0 million.
Operating profit rose 21.3% to $58.6 million; diluted EPS was $0.30 versus $0.24 in the first quarter of 2024.
Net digital-only subscriber additions were 250,000 in the quarter, bringing digital-only subscribers to 11.06 million.
Q2 2025 guidance: digital-only subscription revenues up 13% to 16%, digital advertising revenues up high-single digits, adjusted operating costs up 5% to 6%.
The New York Times Company reported fourth-quarter 2024 revenue of $726.6 million, up 7.5% year over year, with operating profit of $146.6 million and diluted EPS of $0.75, compared with $0.66 a year earlier. The board approved a $350 million Class A share repurchase program and raised the quarterly dividend by 5 cents to $0.18 per share, and the company guided first-quarter 2025 digital-only subscription revenue to rise 14% to 17%.
Q4 2024 revenue $726.6 million, up 7.5%; operating profit $146.6 million, up 13.6%; diluted EPS $0.75 vs. $0.66
Digital-only subscribers reached 10.82 million, a net addition of 350,000 in the quarter; digital-only ARPU rose 4.4% to $9.65
Board approved a $350 million share repurchase program in February 2025 and a dividend of $0.18 per share payable April 17, 2025
Q1 2025 guidance: digital-only subscription revenue up 14% to 17%; adjusted operating costs up 5% to 6%
The New York Times Company reported third-quarter 2024 results with total revenues up 7.0% year-over-year to $640.2 million and diluted earnings per share of $0.39, compared with $0.32 a year earlier. The company also issued fourth-quarter 2024 revenue and adjusted operating cost guidance, which shareholders can compare with future results.
Total revenues rose 7.0% to $640.2 million; digital-only subscription revenues rose 14.2% to $322.2 million.
Diluted EPS was $0.39 versus $0.32; adjusted diluted EPS was $0.45 versus $0.37.
Operating profit rose 20.7% to $76.7 million, including $4.6 million of Generative AI Litigation Costs.
Fourth-quarter 2024 guidance: digital-only subscription revenues up 14% to 17%; adjusted operating costs up 5% to 6%.
The New York Times Company reported second-quarter 2024 revenue of $625.1 million, up 5.8%, with operating profit up 42.4% to $79.4 million and diluted earnings per share of $0.40, versus $0.28 a year earlier. Digital-only subscribers rose by 300,000 in the quarter to 10.21 million, and the company guided to third-quarter digital-only subscription revenue growth of 12% to 15%, alongside adjusted operating cost growth of 5% to 6%.
Total revenues were $625.1 million, up 5.8% from $590.9 million in Q2 2023
Operating profit was $79.4 million, versus $55.8 million; diluted EPS was $0.40, versus $0.28
Digital-only subscribers reached 10.21 million, a net addition of 300,000 during the quarter
Q3 2024 guidance: digital-only subscription revenues up 12% to 15%; adjusted operating costs up 5% to 6%
The New York Times Company reported first-quarter 2024 results, with total revenues up 5.9% year-over-year to $594.0 million and operating profit up 73.2% to $48.3 million. Diluted earnings per share were $0.24, compared with $0.13 a year earlier, and the company gave second-quarter revenue and adjusted operating cost guidance.
Total revenues rose 5.9% to $594.0 million from $560.7 million; digital-only subscription revenues rose 13.2% to $293.0 million.
Net income was $40.4 million versus $22.3 million, and diluted EPS was $0.24 versus $0.13.
Digital-only subscribers reached 9.91 million, a net increase of 210,000 in the quarter.
Second-quarter guidance: digital-only subscription revenues up 11% to 14%, and adjusted operating costs up 4% to 5%.
The New York Times Company reported fourth-quarter 2023 total revenues of $676.2 million, up 1.3% from a year earlier, and diluted EPS of $0.66 versus $0.43. Operating profit rose 38.7% to $129.0 million, and the board raised the quarterly dividend by $.02 to $.13 per share, payable April 18, 2024. The company also guided to first-quarter 2024 digital-only subscription revenue growth of 11% to 14% and adjusted operating cost growth of 5% to 7%.
Q4 2023 operating profit was $129.0 million, up 38.7%; adjusted operating profit was $154.0 million, up 8.5%.
Full-year 2023 diluted EPS was $1.40 versus $1.04 in 2022; free cash flow was $337.9 million versus $113.7 million.
The company added approximately 300,000 net digital-only subscribers in Q4, ending with 9.70 million.
Quarterly dividend declared at $.13 per share, up from $.11, payable April 18, 2024 to holders of record on April 2, 2024.
The New York Times Company appointed Anuradha B. Subramanian, chief financial officer of Bumble Inc., to its board of directors on November 13, 2023. She also joined the Audit Committee and Finance Committee, and will receive the same non-employee director compensation as other directors.
Appointed to the Board on November 13, 2023, and named to the Audit Committee and Finance Committee
Director compensation includes restricted stock units for Class A common stock with a grant date value of $78,000, prorated from the April 26, 2023 grant
Ms. Subramanian, 42, joined Bumble Inc. in 2020 and previously held finance roles at Univision, VICE Media and Scripps Networks Interactive
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