The New York Times Company Q3 2026 Earnings Recap

The stock fell 0.9% after earnings, a roughly flat reaction. Revenue and earnings grew, while digital advertising revenue came in slightly below the company’s guidance range.

Key Takeaways

• Total revenue increased 10% year over year to $769 million; AOP rose 14% to approximately $150 million, and adjusted diluted EPS increased to $0.68 from $0.59.
• Digital-only subscription revenue grew 14.6% to $421 million. The company added approximately 420,000 digital-only subscribers, bringing its total subscriber base to 13.8 million.
• Total advertising revenue rose 7.8% to $143 million, within guidance; digital advertising revenue grew 12% to $110 million, slightly below guidance.
• Digital-only ARPU was $9.93, up 1.4% year over year. Total subscription revenue increased 10.7% to approximately $548 million.