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AI brief of an SEC Form 8-K · New York Times (NYT)

New York Times Q4 revenue rose 10.4% to $802.3 million; diluted EPS $0.79

Positive Impact 3 of 5 earnings Written later

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%.

Key points

  • 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 filing

CompanyNew York Times (NYT)
Form8-K, current report
Filed with the SECFeb 4, 2026, 7:01 AM ET
Accession number0000071691-26-000008

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.