2025.07. 18 本文字数：755，阅读时长大约2分钟 据央视新闻，当地时间7月18日，美国总统特朗普对新闻集团、道琼斯公司、传媒大亨鲁珀特·默多 克及两名《华尔街日报》记者提起诽谤诉讼。 据悉，特朗普指控《华尔街日报》刊登其致爱泼斯坦的"伪造信件"， 并向被告寻求至少100亿美元 赔偿。 特朗普称被告"蓄意中伤"，已对其造成"巨大的经济和声誉损害"。 特朗普18日上午在社交媒体发文写道，期待让默多克"在我起诉他和他那'垃圾堆'报纸《华尔街日 报》的案子中作证""那将是一段有趣的经历"。 据悉，默多克是新闻集团创始人、现任名誉主席。新闻集团是道琼斯公司母公司，《华尔街日报》是 道琼斯公司旗下媒体。 当地时间7月17日，美国总统特朗普在其社交媒体"真实社交"发文怒斥《华尔街日报》刊登其致爱 泼斯坦的"伪造信件"，称"这不是我的话，我也不画画"。特朗普还称该报道"虚假、恶意、诽谤"， 并表示将起诉《华尔街日报》、新闻集团及鲁珀特·默多克本人。他强调，已亲自警告默多克与主编 艾玛·塔克该信为伪造，但对方仍执意刊发。 特朗普称此举是"又一个假新闻案例"，并否认与爱泼斯坦有任何不当关联。 爱泼斯坦与大量美国政商名 ...

新华社华盛顿7月18日电（记者颜亮）美国总统特朗普18日根据联邦诽谤法，向迈阿密市一家联邦法院 起诉媒体大亨默多克和新闻集团、道琼斯公司以及《华尔街日报》两名记者，索赔至少100亿美元。 默多克是新闻集团创始人、现任名誉主席。新闻集团是道琼斯公司母公司，《华尔街日报》是道琼斯公 司旗下媒体。该报此前一篇报道称，特朗普2003年致信美国金融家杰弗里·爱泼斯坦祝贺其50岁生日 时，信中含有不雅插画并提及两人之间共享"秘密"。 特朗普前一天在社交媒体发文说，他和白宫发言人曾直接告知《华尔街日报》主编埃玛·塔克，所谓"特 朗普致爱泼斯坦信件"纯属伪造，但《华尔街日报》仍坚持发表这篇报道。此外，特朗普还曾就此直接 警告默多克，默多克当时答应会"处理"此事。 爱泼斯坦与大量美国政商名流交往密切，因涉嫌性犯罪被捕后，于2019年8月死于狱中，被判定为"自 杀"。特朗普去年竞选总统时曾承诺公布爱泼斯坦"客户名单"，揭露爱泼斯坦罪行及其死亡背后的真 相。 美国司法部7日发布联合备忘录，认定不存在"客户名单"且不会发布更多爱泼斯坦案相关文件。特朗普 的大量支持者对此不满，要求公布爱泼斯坦案的所有调查记录。压力之下，特朗普17日要 ...

当地时间7月18日，美国总统特朗普对新闻集团、道琼斯公司、传媒大亨鲁珀特·默多克及两名《华尔街 日报》记者提起诽谤诉讼。目前起诉文件尚未公开。据悉，新闻集团旗下包含《华尔街日报》《纽约邮 报》和哈珀柯林斯出版社等印刷出版产品。道琼斯公司是新闻集团旗下的子公司。（央视） ...

Core Points - News Corp has extended CEO Robert Thomson's contract through 2030, highlighting his significant contributions to the company's growth and profitability [1][2] - Thomson has led News Corp during its four most profitable years from fiscal 2021 to 2024, with strong performance expected to continue in fiscal 2025 [1] - The company has engaged in major transactions, including the sale of its Australian cable-TV unit Foxtel for $2.19 billion in 2024 [2] - News Corp has established landmark agreements with major technology platforms, including a recent deal with OpenAI for licensing intellectual property [5] Company Performance - Under Thomson's leadership, News Corp has achieved its four most profitable years from fiscal 2021 to 2024 [1] - The company anticipates continued strong performance in fiscal 2025 despite challenges in the media landscape [1] Leadership and Vision - Lachlan Murdoch, News Corp Chair, emphasized Thomson's instrumental role in the company's growth and transformation during a period of rapid change [2] - Thomson expressed gratitude for the opportunity to lead a company that is passionate and principled, acknowledging the challenges and opportunities in the current media environment [5][6]

Core Viewpoint - News Corporation (NWSA) reported mixed third-quarter fiscal 2025 earnings, with earnings per share of 17 cents, missing estimates but showing a year-over-year increase of 54.5% [1]. Financial Performance - Revenues reached $2.01 billion, a 1% increase year over year, but fell short of consensus estimates by 0.29% [1]. - Adjusted revenues, excluding foreign currency impacts, grew by 2% year over year [3]. - Total EBITDA rose 12% year over year to $290 million, driven by strong contributions from Digital Real Estate Services and Dow Jones segments [3]. Segment Performance Digital Real Estate Services - Revenues increased by 5% year over year to $406 million, with strong performance from REA Group and a second consecutive quarter of revenue growth for Move [4]. - Move revenues grew 2% year over year to $135 million, supported by strong growth in sellers, new homes, and rentals [5]. - REA Group revenues rose 6% year over year to $271 million, driven by higher Australian residential revenues [6]. Dow Jones - Revenues increased 6% year over year to $575 million, fueled by higher circulation and subscription revenues [9]. - Digital revenues accounted for 82% of total revenues, up from 81% in the previous year [9]. - Total average subscriptions to Dow Jones' consumer products grew 7% year over year to 6.1 million [13]. Book Publishing - Revenues in the Book Publishing segment reached $514 million, a 2% increase year over year, driven by higher book sales [15]. - Digital sales rose 3% year over year, with audiobook sales benefiting from a partnership with Spotify [16]. News Media - Revenues in the News Media segment fell 8% year over year to $514 million, primarily due to lower advertising revenues [17]. - Digital revenues represented 39% of the News Media segment's revenues, up from 37% in the prior year [20]. Strategic Developments - NWSA completed the sale of Foxtel Group to DAZN, receiving a minority equity stake of approximately 6% in DAZN [7]. Other Financial Aspects - As of March 31, 2025, NWSA had cash and cash equivalents of $2.09 billion and borrowings of $1.95 billion [22].

Discontinued Operations - Foxtel's results have been classified as discontinued operations, reflecting a strategic shift that significantly impacts the Company's operations and financial results[117]. - The Company entered into a definitive agreement to sell the Foxtel Group for A$592 million, which closed on April 2, 2025[116]. Financial Performance - Revenues increased by $15 million, or 1%, for the three months ended March 31, 2025, and by $183 million, or 3%, for the nine months ended March 31, 2025, compared to the same periods in fiscal 2024[120]. - Net income for the three months ended March 31, 2025, was $137 million, a 226% increase compared to $42 million for the same period in fiscal 2024[145]. - Net income attributable to News Corporation stockholders was $103 million for the three months ended March 31, 2025, compared to $30 million for the same period in 2024, representing a 243% increase[120]. - Net income from continuing operations increased by $43 million, or 67%, for the three months ended March 31, 2025, and by $250 million, or 80%, for the nine months ended March 31, 2025[143]. - Total revenues decreased by $22 million, or 3%, to $671 million for the nine months ended March 31, 2025, compared to $693 million in the same period of fiscal 2024[173]. Segment Performance - The Digital Real Estate Services segment includes a 61.4% interest in REA Group and an 80% interest in Move, which operates Realtor.com[114]. - Revenues at the Digital Real Estate Services segment increased by $126 million, or 10%, for the nine months ended March 31, 2025, compared to the same period in fiscal 2024[163]. - Revenues at the Book Publishing segment increased by $74 million, or 5%, for the nine months ended March 31, 2025, compared to the same period in fiscal 2024[167]. - Revenues for the Dow Jones segment increased by $31 million, or 6%, to $575 million for the three months ended March 31, 2025, driven by higher circulation and subscription revenues[150]. - Revenues at the News Media segment decreased by $42 million, or 8%, for the three months ended March 31, 2025, compared to the same period in fiscal 2024[168]. Expenses and Cash Flow - Operating expenses decreased by $34 million, or 4%, for the three months ended March 31, 2025, and by $67 million, or 2%, for the nine months ended March 31, 2025[124]. - Selling, general and administrative expenses increased by $18 million, or 2%, for the three months ended March 31, 2025, and by $90 million, or 4%, for the nine months ended March 31, 2025[127]. - Free cash flow for the nine months ended March 31, 2025, was $539 million, an increase from $475 million in the same period of fiscal 2024[190]. - Net cash provided by operating activities increased by $68 million to $789 million for the nine months ended March 31, 2025, compared to $721 million in the same period of fiscal 2024[182]. Market and Economic Conditions - Recent changes in trade policy may lead to economic volatility and could negatively impact customer sentiment and spending, affecting the Company's financial condition[118]. - The Company does not expect announced tariffs to materially impact its supply chain or costs but acknowledges potential future uncertainties[118]. - The Company will continue to monitor macroeconomic trends and seek to mitigate potential impacts on its operations[118]. Legal and Regulatory Matters - Legal proceedings and claims may adversely affect the Company's results of operations and financial condition due to significant uncertainty in outcomes[195]. - The Company establishes accrued liabilities for legal claims when a loss is probable and can be reasonably estimated, with adjustments made as necessary[196]. Strategic Acquisitions and Divestitures - The Company has made significant strategic acquisitions and divestitures, which introduce risks and uncertainties to its business[116]. - The Company has commitments under firm contractual arrangements for future payments, which will change upon the sale of Foxtel on April 2, 2025[194].

Core Insights - News Corp reported better-than-expected quarterly earnings, driven by growth in digital real estate, Dow Jones, and book publishing divisions [1][3] - The company achieved a net income of $107 million, or 14 cents per share, compared to $64 million, or 7 cents, in the previous year [1][3] - Adjusted earnings per share totaled 17 cents, exceeding Wall Street's expectations of 13 cents [3] Financial Performance - Third-quarter revenue increased by 1% to $2.01 billion from $1.99 billion a year earlier [3] - The Dow Jones unit saw a revenue increase of 5.7% to $575 million, attributed to improved circulation revenues [4] - The real estate division's revenue rose by 4.6% to $406 million [4] - The book publishing unit, including HarperCollins, experienced a 2% revenue increase due to higher sales of key titles [5] Strategic Initiatives - CEO Robert Thomson highlighted the company's "sustained strength" and "strategic transformation" as key factors for the 67% profit increase in the quarter [3][4] - The company has focused on digital growth, asset realignment, cost discipline, and the value of intellectual property [4] - News Corp completed the sale of its Australian cable TV business, Foxtel Group, to DAZN for $2.1 billion, which is expected to strengthen the balance sheet and enhance returns for shareholders [7][8]

Core Insights - News Corp. reported a revenue of $2.01 billion for the quarter ended March 2025, reflecting a year-over-year decline of 17.1% [1] - The earnings per share (EPS) was $0.17, an increase from $0.11 in the same quarter last year, but fell short of the consensus estimate of $0.19, resulting in a surprise of -10.53% [1] Revenue Performance - Dow Jones revenue was $575 million, exceeding the average estimate of $564.92 million, with a year-over-year increase of 5.7% [4] - Book Publishing revenue reached $514 million, slightly below the average estimate of $515.34 million, marking a year-over-year growth of 1.6% [4] - Digital Real Estate Services generated $406 million, falling short of the $415.69 million estimate, but still showing a year-over-year increase of 4.6% [4] - News Media revenue was $514 million, below the average estimate of $518.94 million, indicating a year-over-year decline of 3% [4] EBITDA Analysis - Dow Jones EBITDA was reported at $132 million, surpassing the average estimate of $126.48 million [4] - News Media EBITDA reached $33 million, significantly above the average estimate of $22.49 million [4] - Other EBITDA was -$63 million, slightly worse than the estimated -$60 million [4] - Book Publishing EBITDA was $64 million, in line with the average estimate of $64.16 million [4] - Digital Real Estate Services EBITDA was $124 million, exceeding the average estimate of $120.39 million [4] Stock Performance - Over the past month, News Corp. shares returned +7.6%, compared to the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Financial Performance - Third quarter revenues were $2.01 billion, a 1% increase compared to $1.99 billion in the prior year, driven by growth in Dow Jones, Digital Real Estate Services, and Book Publishing[8]. - Net income from continuing operations rose 67% to $107 million, compared to $64 million in the prior year, primarily due to higher Total Segment EBITDA and lower impairment charges[10]. - Total Segment EBITDA for the quarter was $290 million, a 12% increase compared to $259 million in the prior year, with strong contributions from Digital Real Estate Services and Dow Jones segments[11]. - Total revenues for the three months ended March 31, 2025, were $2,009 million, compared to $1,994 million in the prior year, reflecting a growth of 0.8%[46]. - Net income attributable to News Corporation stockholders for the three months ended March 31, 2025, was $103 million, compared to $30 million in the prior year, marking a significant increase of 243.3%[46]. - For the nine months ended March 31, 2025, adjusted total revenues were $6,323 million, a 3% increase from $6,160 million in the same period of 2024[65]. - Total revenues for the nine months ended March 31, 2025, were $6,343 million, a 3% increase from $6,160 million in the same period of 2024[75]. Segment Performance - Dow Jones achieved revenues of $575 million, a 6% increase, with digital circulation revenues growing significantly and representing 82% of total revenues[15]. - REA Group posted revenues of $271 million, a 6% increase, driven by strong Australian residential performance despite a negative impact from foreign currency fluctuations[21]. - Book Publishing revenues increased by $8 million, or 2%, due to higher book sales, partially offset by a $5 million negative impact from foreign currency fluctuations[23]. - Digital revenues represented 39% of News Media segment revenues, up from 37% in the prior year, indicating a shift towards digital content consumption[30]. - Digital Real Estate Services segment saw a 25% increase in adjusted EBITDA, rising to $130 million from $104 million year-over-year[63]. - Dow Jones adjusted revenues increased by 6% to $577 million in Q3 2025, up from $544 million in Q3 2024[63]. - The News Media segment revenues decreased by 6% to $525 million in Q3 2025, down from $556 million in Q3 2024[63]. Cash Flow and Expenses - Free cash flow for the nine months ended March 31, 2025, was $539 million, an increase from $475 million in the prior year, primarily due to higher cash provided by operating activities[31]. - Operating expenses for the three months ended March 31, 2025, were $904 million, down from $938 million in the prior year, a decrease of 3.6%[46]. - Cash provided by operating activities from continuing operations was $789 million for the nine months ended March 31, 2025, compared to $721 million in 2024, marking a growth of 9.4%[1]. - The company reported capital expenditures of $250 million for the nine months ended March 31, 2025, compared to $246 million in 2024, indicating a slight increase[1]. - The net cash used in investing activities from continuing operations was $194 million for the nine months ended March 31, 2025, a decrease from $296 million in 2024[1]. Subscriber Growth - Total average subscriptions to Dow Jones' consumer products reached 6.1 million, a 7% increase, with digital-only subscriptions growing 9% to over 5.5 million[17]. - As of March 31, 2025, News Corp Australia had 1,148,000 digital subscribers, an increase from 1,113,000 in the prior year, representing a growth of approximately 3.1%[34]. - The Times and Sunday Times reported 629,000 digital subscribers, up from 582,000 year-over-year, indicating an increase of about 8.1%[34]. Foreign Currency Impact - The company experienced a foreign currency fluctuation impact of $32 million on revenues for the three months ended March 31, 2025[60]. - The average foreign exchange rate for the U.S. Dollar per British Pound Sterling was $1.30 for Q1 of fiscal year 2025, compared to $1.27 in Q1 of fiscal year 2024[62]. Shareholder Returns - The company repurchased shares amounting to $114 million during the nine months ended March 31, 2025, compared to $83 million in 2024[1]. - The company completed the sale of the Foxtel Group to DAZN Group Limited, with a repayment of A$592 million in shareholder loans at closing[36]. - The company holds a minority equity interest of approximately 6% in DAZN following the sale of Foxtel, along with one seat on its Board of Directors[36].

News Corporation (NWSA) is scheduled to report third-quarter fiscal 2025 results on May 8. The Zacks Consensus Estimate for revenues is pegged at $2.01 billion, indicating a decline of 16.84% from the year-ago quarter's levels. The consensus mark for earnings has remained steady at 19 cents per share in the past 30 days, indicating 72.73% growth year over year. The company's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while matching the same once, the average surprise b ...