New York Times Co. (NYT) reported $700.82 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 9.5%. EPS of $0.59 for the same period compares to $0.45 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $691.65 million, representing a surprise of +1.33%. The company delivered an EPS surprise of +9.26%, with the consensus EPS estimate being $0.54.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how New York Times performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Digital-only subscriptions: 11,760 versus the two-analyst average estimate of 11,569.
- Print subscriptions: 570 versus the two-analyst average estimate of 578.
- Total digital-only ARPU: $9.79 versus the two-analyst average estimate of $9.82.
- Digital-only Subscribers- Bundle and multiproduct: 6.27 million versus the two-analyst average estimate of 6.28 million.
- Total subscriptions (Digital & Print): 12,330 versus 12,147 estimated by two analysts on average.
- Revenues- Subscription- Digital-only subscription revenues: $367.44 million versus the two-analyst average estimate of $368.91 million. The reported number represents a year-over-year change of +14%.
- Revenues- Advertising Revenues- Total Digital: $98.11 million versus the two-analyst average estimate of $90.36 million. The reported number represents a year-over-year change of +20.3%.
- Revenues- Advertising Revenues- Total Print: $34.18 million compared to the $32.61 million average estimate based on two analysts. The reported number represents a change of -7.1% year over year.
- Revenues- Affiliate, licensing and other: $73.9 million compared to the $74.33 million average estimate based on two analysts. The reported number represents a change of +7.9% year over year.
- Revenues- Subscription- Print subscription revenues: $127.19 million versus the two-analyst average estimate of $125.45 million. The reported number represents a year-over-year change of -3%.
- Revenues- Advertising: $132.29 million versus the two-analyst average estimate of $122.97 million. The reported number represents a year-over-year change of +11.8%.
- Revenues- Subscription: $494.63 million compared to the $494.36 million average estimate based on two analysts. The reported number represents a change of +9.1% year over year.
View all Key Company Metrics for New York Times here>>>
Shares of New York Times have returned +4.9% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The New York Times Company (NYT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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