New York Times(US:NYT) Benzinga·2026-02-11 07:55Core Insights - The New York Times is adopting a voluntary incentive approach to password sharing, contrasting with Netflix's strict blocking method [1][2] - The introduction of the "Family Plan" aims to enhance subscriber engagement and retention while generating additional revenue [3] Strategy and Revenue Model - The Family Plan allows subscribers to include others under a premium-priced model, promoting a positive perception of subscriptions [2] - This model treats password sharing as a retention tool rather than a revenue loss, with the Family Plan expected to contribute positively to revenue from the outset [3] Financial Performance - The New York Times reported total digital revenues exceeding $2 billion for the first time in 2025, with a net addition of 450,000 digital subscribers in Q4, bringing the total to 12.8 million [4] - Year-to-date, NYT shares have increased by 1.29%, outperforming the S&P 500's 1.22% increase, with a 22.76% rise over the last six months and a 42.70% increase over the past year [5] Stock Performance - On a recent trading day, NYT shares closed 3% higher at $70.72, with a mixed short-term price trend but stronger long and medium-term trends according to Benzinga Edge's Stock Rankings [6]