News (US:NWSA) ZACKS·2025-11-07 00:01Core Insights - News Corp. reported a revenue of $2.14 billion for the quarter ended September 2025, reflecting a decline of 16.8% year-over-year, while EPS increased to $0.22 from $0.21 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.11 billion by 1.53%, and the EPS surpassed the consensus estimate of $0.18 by 22.22% [1] Revenue Performance - Dow Jones revenue was $586 million, slightly below the average estimate of $586.05 million, showing a year-over-year increase of 6.2% [4] - Book Publishing revenue reached $534 million, exceeding the average estimate of $530.29 million, but down 2.2% year-over-year [4] - Digital Real Estate Services generated $479 million, surpassing the average estimate of $473.39 million, with a year-over-year growth of 4.8% [4] - News Media revenue was $545 million, above the average estimate of $522.49 million, marking a 4.6% increase compared to the previous year [4] EBITDA Analysis - Dow Jones EBITDA was reported at $144 million, closely matching the average estimate of $144.07 million [4] - News Media EBITDA significantly improved to $30 million, compared to the average estimate of $16.34 million [4] - Other EBITDA was reported at -$50 million, better than the average estimate of -$58 million [4] - Book Publishing EBITDA was $58 million, below the average estimate of $69.29 million [4] - Digital Real Estate Services EBITDA was $158 million, slightly below the average estimate of $158.62 million [4] Stock Performance - Over the past month, News Corp. shares have declined by 5.1%, contrasting with a 1.3% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]