NWSA Set to Report Q1 Earnings: What's in the Cards for the Stock?

Core Insights - News Corporation (NWSA) is expected to report first-quarter fiscal 2026 results on November 6, with revenues projected at $2.11 billion, reflecting an 18.06% decline year-over-year. Earnings per share are estimated to be 18 cents, indicating a 14.29% decrease from the previous year [1][7]. Financial Performance - The Zacks Consensus Estimate indicates a mixed earnings surprise history for News Corp, with one earnings beat, one miss, and one match in the last four quarters, resulting in an average surprise of 5.18% [2]. - The company's current Earnings ESP is 0.00%, and it holds a Zacks Rank of 4 (Sell), suggesting low odds for an earnings beat this time [6]. Segment Analysis - The News Media segment is anticipated to be negatively impacted by ongoing advertising softness, with a 4% revenue decline year-over-year in the previous quarter due to weaker ad demand and lower audience engagement [3]. - Factiva's customer disputes are expected to continue affecting performance, potentially limiting B2B growth and slowing subscription renewals, which could hurt profitability [4]. Positive Developments - The success of Move's product enhancements and pricing strategies is likely to have positively influenced News Corp's performance, with previous quarters showing revenue improvement driven by premium listing products and partnerships [5].