Valued at approximately $15.1 billion by market cap, New York-based News Corporation (NWSA) operates as a global media and information services company that creates and distributes content across various platforms, including newspapers, digital media, book publishing, and subscription video services. The media giant has notably underperformed the broader market over the past year. NWSA stock prices have declined 3% on a YTD basis and 8.4% over the past 52 weeks, compared to the S&P 500 Index’s ($SPX) 14.4 ...

Core Argument - The article argues that Australia's Prime Minister Anthony Albanese is more aligned with the political style of former Liberal PM Scott Morrison than with the legacy of Gough Whitlam, highlighting a shift in Labor's approach to governance and policy-making [1]. Political Context - Albanese's recent speech at the launch of a biography of Gough Whitlam suggests a desire to connect with Whitlam's visionary leadership, yet contrasts sharply with his own cautious political strategy [5][8]. - The article notes that Albanese's government has adopted a risk-averse approach, winning the 2022 election through a "small-target strategy" rather than bold policy initiatives [8]. Governance and Policy Decisions - Albanese's administration has faced criticism for lacking transparency and for enacting laws that appear to align more closely with Coalition policies, particularly regarding refugees and foreign relations [10][11][18]. - The government's handling of the AUKUS agreement is highlighted as a significant policy decision that raises concerns about Australian sovereignty and military alignment with the U.S. [20][21]. Personal Conduct and Public Perception - Albanese's personal decisions, such as purchasing a $4.3 million home during a national housing crisis, have drawn scrutiny and raised questions about his commitment to Labor values [24][25]. - The article suggests that Albanese's actions may reflect a shift in his political identity, moving away from the "left behind" narrative he previously embraced [27]. Media and Public Relations - The article discusses the role of media, particularly News Corp, in shaping public perception of Albanese's government, noting a historical opposition to Labor governments and the implications for Albanese's political strategy [4][3].

What Happened? Shares of global media and publishing company News Corp (NASDAQ:NWSA) jumped 6.1% in the afternoon session after the company reported third-quarter 2025 results that surpassed Wall Street's expectations. The global media company posted revenue of $2.14 billion, representing a 2.3% increase year-over-year and beating the analyst consensus by 2%. Profitability also came in ahead of forecasts, with a GAAP profit of $0.20 per share, which was 9.4% above estimates. Furthermore, the company demo ...

Key Takeaways News Corporation earnings of 22 cents per share beat estimates by 22%, with revenues up 2% Y/Y.NWSA Digital Real Estate Services segment grew 5% Y/Y, led by Move's 9% revenue increase.Dow Jones segment revenues rose 6% Y/Y, driven by 10% growth in professional information business.News Corporation (NWSA) reported first-quarter fiscal 2026 earnings of 22 cents per share, which surpassed the Zacks Consensus Estimate by 22.22%. The bottom line increased 10% from the year-ago quarter's reported fi ...

Revenue Performance - Total revenues increased by $48 million, or 2%, to $2,144 million for the three months ended September 30, 2025, compared to $2,096 million in the same period of 2024[111] - Circulation and subscription revenues rose by $39 million, or 5%, to $782 million, while advertising revenues decreased by $4 million, or 1%, to $317 million[111] - Revenues at the Dow Jones segment increased by $34 million, or 6%, to $586 million for the three months ended September 30, 2025, driven by higher circulation and subscription revenues[132] - Digital revenues represented 84% of total revenues at the Dow Jones segment for the three months ended September 30, 2025, compared to 82% in the same period of fiscal 2025[132] - Revenues at the Digital Real Estate Services segment increased by $22 million, or 5%, to $479 million for the three months ended September 30, 2025[141] - News Media segment revenues increased by $4 million, or 1%, to $545 million for the three months ended September 30, 2025, driven by a $7 million increase in circulation and subscription revenues[145] Operating Expenses - Operating expenses decreased by $11 million, or 1%, to $941 million for the three months ended September 30, 2025[114] - Selling, general and administrative expenses increased by $44 million, or 5%, to $863 million, primarily due to higher employee and marketing costs[116] Net Income and Earnings - Net income from continuing operations was $150 million, an increase of $1 million, or 1%, compared to $149 million for the same period in 2024[125] - Net income for the three months ended September 30, 2025, was $150 million, an increase of $6 million, or 4%, compared to the same period in fiscal 2025[127] - Net income attributable to noncontrolling interests from continuing operations increased by $7 million, or 23%, for the three months ended September 30, 2025, primarily driven by higher earnings at REA Group[128] Segment Performance - The Digital Real Estate Services segment contributed to revenue growth, driven by higher revenues at Move and REA Group[112] - The Book Publishing segment experienced lower revenues due to decreased book sales, impacting overall performance[112] - Circulation and subscription revenues increased by $32 million, or 7%, to $491 million for the three months ended September 30, 2025, primarily due to growth in digital-only subscriptions[134] - Average daily digital-only subscriptions for The Wall Street Journal increased by 406 thousand, or 11%, to 4,217 thousand for the three months ended September 30, 2025[135] - Digital sales in the Book Publishing segment fell by 9%, representing approximately 23% of consumer revenues in Q3 2025, down from 25% in Q3 2024[143] - Segment EBITDA for Book Publishing decreased by $23 million, or 28%, to $58 million in Q3 2025, primarily due to a $13 million write-off of a customer receivable[144] - Segment EBITDA at the Digital Real Estate Services segment increased by $18 million, or 13%, to $158 million for the three months ended September 30, 2025[141] - Segment EBITDA for News Media increased by $12 million, or 67%, to $30 million in Q3 2025, attributed to cost savings initiatives and higher revenues[146] Cash Flow and Financing - As of September 30, 2025, the Company had cash and cash equivalents of $2.2 billion, with $720 million held by foreign subsidiaries[147][148] - Free cash flow improved to $4 million in Q3 2025, compared to a negative $49 million in the same period of 2024, due to higher cash provided by operating activities[161] - Net cash used in financing activities increased to $179 million in Q3 2025 from $109 million in Q3 2024, influenced by stock repurchases and dividend payments[156][157] - The Company announced a new stock repurchase program on July 15, 2025, authorizing the purchase of up to $1 billion in outstanding Class A and Class B Common Stock[150] - As of September 30, 2025, total borrowings amounted to $1,956 million, with $750 million of undrawn commitments available under the Revolving Facility[162] - HarperCollins entered into a finance leasing arrangement for up to $120 million for equipment, expected to enhance efficiencies[164] - The Equipment Lease will accrue interest based on the Term SOFR plus a margin of 1.475% and can be drawn until June 30, 2028[164] - The total commitments for operating leases as of September 30, 2025, amount to $1,565 million, with $216 million due in less than 1 year[167] Legal and Market Risk - The Company is involved in various legal proceedings, which may adversely affect its financial condition[168] - The Company establishes an accrued liability for legal claims when a loss is probable and can be reasonably estimated[169] - There has been no material change in the Company's assessment of its sensitivity to market risk since the last report[170]

Core Viewpoint - News Corp's CEO Robert Thomson emphasized that artificial intelligence companies must compensate for the data and journalism they utilize, highlighting the importance of valuing creativity and content in the AI landscape [1][4][8] Financial Performance - News Corp reported a 2% increase in revenue for the quarter ending September 30, reaching $2.14 billion, surpassing analyst expectations [4] - Net income from continuing operations rose by 1% to $150 million [4] - The News Media segment, which includes notable publications, saw revenues increase by 1% to $545 million, driven by higher cover and subscription prices in the UK and Australia [5] - Segment EBITDA for News Corp increased by 5% to $340 million, while the News Media segment's EBITDA surged 67% to $30 million due to cost efficiencies [5] Business Segments - Revenue at Dow Jones, which encompasses The Wall Street Journal, grew by 6% to $586 million, supported by a 16% increase in its professional information unit and rising digital subscriptions [9] - Realtor.com's parent company, Move, reported a 9% revenue increase to $152 million, marking its strongest quarterly growth since early 2022 [10] Strategic Insights - Thomson noted a positive trend in the recognition of the value of creativity and content by both companies and courts, indicating a shift in the perception of intellectual property in the AI era [8][9] - News Corp's legal and licensing strategy with AI firms is progressing, with expectations of announcing further partnerships that could positively impact results [12][13]

For the quarter ended September 2025, News Corp. (NWSA) reported revenue of $2.14 billion, down 16.8% over the same period last year. EPS came in at $0.22, compared to $0.21 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.11 billion, representing a surprise of +1.53%. The company delivered an EPS surprise of +22.22%, with the consensus EPS estimate being $0.18.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

Global media and publishing company News Corp (NASDAQ:NWSA) reported Q3 CY2025 results beating Wall Street’s revenue expectations , with sales up 2.3% year on year to $2.14 billion. Its GAAP profit of $0.20 per share was 9.4% above analysts’ consensus estimates. Is now the time to buy News Corp? Find out in our full research report. News Corp (NWSA) Q3 CY2025 Highlights: Revenue: $2.14 billion vs analyst estimates of $2.10 billion (2.3% year-on-year growth, 2% beat) EPS (GAAP): $0.20 vs analyst estimat ...

Core Insights - The segment profits of the group that publishes The Wall Street Journal, MarketWatch, and Barron's increased by 10% [1] Financial Performance - The group reported a 10% rise in segment profits, indicating strong financial performance in its publishing operations [1]

Group 1 - News Corp exceeded Wall Street revenue estimates for the first quarter [1] - Growth was primarily driven by the Dow Jones and digital real estate services segments [1]