New York Times(US:NYT) Jing Ji Guan Cha Wang·2026-02-12 23:07Core Viewpoint - The New York Times reported its Q4 2025 earnings with an EPS of $0.89 and revenue of $802.3 million, exceeding expectations, but the stock price experienced short-term volatility due to concerns over growth prospects [1] Financial Performance - The company expects continued growth in subscription users, revenue, and adjusted operating profit for 2026, targeting an EPS of $2.65 and revenue of $3 billion [1] - Digital revenue surpassed $2 billion for the first time, with a net addition of 1.4 million subscription users, bringing the total to 12.8 million in 2025 [1] Industry Policy and Environment - The industry is facing challenges, as evidenced by The Washington Post's announcement of approximately 30% layoffs to address AI impacts and increasing losses, highlighting the pressure on traditional media to transform [2] - The management of The New York Times emphasized the need to respond to competition through differentiated products [2]