News Corp Hosts Dow Jones Investor Briefing

Core Insights - News Corp aims to achieve $1 billion in annual Dow Jones segment EBITDA within five years, representing a 70% increase over fiscal 2025 levels [1][2] - Dow Jones has been a significant contributor to News Corp's growth, alongside Digital Real Estate Services and Book Publishing, with 11 consecutive quarters of year-over-year Total Segment EBITDA growth [2] Financial Performance - Dow Jones has shown a nearly doubling of margin to 25.2% and a 17% compound annual segment EBITDA growth from fiscal 2018 to 2025 [3] - The revenue base of Dow Jones is now 82% digital and 80% recurring, compared to 60% and 69% respectively in fiscal 2018 [3] Strategic Initiatives - News Corp has transformed into a majority digital enterprise, moving away from reliance on advertising to a model focused on recurring revenues and high profitability [2] - The company is focusing on high-margin enterprise news and accelerating direct-to-consumer offerings with new products and pricing [3] Market Positioning - Dow Jones is positioned as a leader in news, data, and intelligence, providing reliable information to help customers make informed decisions, especially in the context of increasing demand for trusted data in the era of AI [2][4]