| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 762.46 | 7.0% | 11.2% |
| Total Income | 762.46 | 7.0% | 11.2% |
| Expenditure | 644.44 | 3.7% | 11.2% |
| PBT | 125.22 | 27.4% | 12.1% |
| Net Profit | 93.42 | 6.3% | 12.6% |
| OPM | 15.48% | 2.76pp | 0.06pp |
| NPM | 12.25% | 0.09pp | 0.16pp |
| EPS | 0.58 | 7.4% | 13.7% |
The New York Times Company Reports Q2 2026 Results with Strong Digital Growth
05 Aug 2026 · 5 Aug, 4:37 pm
Summary
The New York Times Company reported strong second-quarter 2026 results, with total revenues up 11.2% year-over-year to $762.5 million. This growth was primarily fueled by a 16.4% increase in digital-only subscription revenues and a 20.7% rise in digital advertising revenues. Operating profit saw a 10.8% increase to $118.0 million, while adjusted operating profit grew 16.1% to $155.3 million. Management expressed confidence in their strategy, highlighting the value of their products and business model, and stated they are well-positioned to continue building a larger, more profitable company.
Key Highlights
- 1
Digital-only subscription revenues grew 16.4 percent year-over-year to $407.9 million, driven by subscriber and ARPU growth.
- 2
The Company added approximately 280,000 net digital-only subscribers in Q2 2026, bringing the total to 13.35 million.
- 3
Digital advertising revenues increased 20.7 percent year-over-year to $114.0 million due to strong marketer demand.
- 4
Total revenues increased 11.2 percent year-over-year to $762.5 million.
- 5
Operating profit increased 10.8 percent year-over-year to $118.0 million, with operating profit margin flat at 15.5 percent.
- 6
Adjusted operating profit increased 16.1 percent year-over-year to $155.3 million, with adjusted operating profit margin increasing to 20.4 percent.
- 7
Diluted earnings per share for the quarter was $0.57, a $0.07 increase year-over-year.
Management Comments
Meredith Kopit Levien
Q2 was another strong quarter for The Times, driven by the consistent execution of our strategy. Our results reflect the increasingly rare and valuable nature of our products, and the durability of our business model. By continuing to invest in independent, high-quality journalism and market-leading lifestyle products—and leaning into our opportunity in video—we’re becoming even more essential to even more people. In a rapidly changing media landscape, we believe we are well positioned to continue building a larger, more profitable company.
Informational and educational content only. Not investment advice.