Every material Form 8-K New York Times filed with the SEC in 2026, 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every New York Times filing is on SEC EDGAR ↗. 8-K briefs of other companies →