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Judge dismisses Newsmax's lawsuit against Fox News, but says it can refile an amended version
CNBC· 2025-09-05 17:13
News anchors work at Newsmax's booth during the second day of the 2024 Republican National Convention at the Fiserv Forum in Milwaukee, Wisconsin, July 16, 2024.A federal judge dismissed Newsmax's antitrust lawsuit against Fox News just two days after it was filed, but allowed the right-leaning media outlet to resubmit an amended version.Newsmax's five-count civil complaint against Fox is an impermissible "shotgun pleading" because four of the counts "incorporate all preceding allegations," Judge Aileen Can ...
Better Media Stock: Newsmax vs. The New York Times
The Motley Fool· 2025-08-27 18:07
Group 1: Company Overview - Newsmax is a relatively new player in the media sector, having entered the stock market in March 2025, while The New York Times Company has a long history dating back to 1851 and has been publicly traded for 56 years [1][2] - Newsmax reported second-quarter sales of $46.4 million, reflecting an 18.4% year-over-year growth, and reached 26 million cable news viewers [3] - The New York Times generated $685.9 million in revenue, a 9.7% increase, with 51% of this revenue coming from digital-only subscriptions [6] Group 2: Financial Performance - Newsmax has a cash balance of $198 million and no long-term debt, but it consistently reports negative bottom-line profits [4][5] - The New York Times has a cash balance of $951.5 million and also carries no long-term debt, with a net income of $82.9 million, a 26.6% increase year-over-year [6][7] - Return on equity for Newsmax is currently negative, while The New York Times boasts a return on equity of 17.1% [5][7] Group 3: Stock Performance - Newsmax shares are trading 94% below their all-time high, with a three-month return of negative 29.7% [9] - The New York Times stock has provided a total return of 7.8% over the last three months and 92.5% over the last three years [11] - Valuation metrics show Newsmax trading at 18.5 times its book value and 10 times its net cash balance, while The New York Times trades at 30.7 times trailing earnings and 21.3 times free cash flow [10][11] Group 4: Business Models - Newsmax relies heavily on advertising sales, making its revenue stream more volatile, while The New York Times has a more stable business model with a significant portion of revenue coming from subscriptions [12] - The New York Times is characterized as a modestly priced value stock, whereas Newsmax is viewed as a more speculative investment [13]
日经、朝日加入读卖行列:Perplexity AI 现遭日本三大媒体起诉
Sou Hu Cai Jing· 2025-08-26 08:23
除内容资料的剽窃外,两家日媒还表示 Perplexity 向读者提供的 AI 摘要并不准确,未能忠实反映原始 文章内容,损害媒体声誉,侵犯媒体商业利益,违反当地《反不正当竞争法》。 《日经新闻》《朝日新闻》要求东京地方法院勒令 Perplexity AI 停止使用两家媒体的作品资源并删除摘 要,并寻求合计 22 亿日元(IT之家注:现汇率约合 1.07 亿元人民币)的经济补偿。 《日经新闻》《朝日新闻》共同指控,Perplexity 通过技术手段绕过了两家媒体的内容保护措施,从 《日经》《朝日》的服务器收集文章,并创建和传播了违反日本版权法规的作品摘要。 IT之家 8 月 26 日消息,在《读卖新闻》本月上旬对 AI 搜索企业 Perplexity AI 发起版权诉讼后,另两家 日本新闻巨头《日经新闻》《朝日新闻》当地时间今日也起诉了 Perplexity。 ...
南都N视频客户端鸿蒙版上线!新型都市媒体智能交互应用+1
Nan Fang Du Shi Bao· 2025-08-25 07:35
Core Insights - The South Daily News Client and N Video Client have merged to form the new "South N Video Client," marking a significant step in the transformation of mainstream media [1][5] - The new client is designed to enhance user experience through intelligent features and seamless integration across devices, leveraging HarmonyOS technology [2][3][4] Group 1: Product Features - The South N Video Client offers an AI-driven news listening feature that allows users to adjust playback speed and voice tone, creating a personalized news podcast experience [2][3] - It provides immersive video services with over 30,000 quality content creators, utilizing HarmonyOS's intelligent distribution for tailored video recommendations [3][6] - The client supports seamless content flow across various devices, including smartphones, tablets, and smart wearables, ensuring a consistent user experience [3][4] Group 2: User Experience and Design - The interface of the South N Video Client is designed to be dynamic and user-friendly, enhancing visual appeal and interaction fluidity [5][6] - The HarmonyOS NEXT integration allows for smooth transitions and improved performance, making the user experience more enjoyable [4][6] Group 3: Strategic Positioning - The merger aims to strengthen content supply in video products, in-depth reporting, and opinion commentary, positioning the South N Video Client as a leader in urban media [5][6] - The client has achieved over 45 million downloads, indicating a strong user base and market presence [6]
ReconAfrica CEO talks Namibia drilling plans – ICYMI
Proactiveinvestors NA· 2025-08-08 21:05
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Compared to Estimates, Thomson Reuters (TRI) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-08-06 14:30
For the quarter ended June 2025, Thomson Reuters (TRI) reported revenue of $1.79 billion, up 2.6% over the same period last year. EPS came in at $0.87, compared to $0.85 in the year-ago quarter. The reported revenue represents a surprise of -0.19% over the Zacks Consensus Estimate of $1.79 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +4.82%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...
Thomson Reuters(TRI) - 2025 Q2 - Earnings Call Transcript
2025-08-06 13:30
Financial Data and Key Metrics Changes - Total company organic revenues rose 7% with the big three segments growing by 9% [4][7] - Adjusted EBITDA increased 5% to $678 million, reflecting a 70 basis point margin increase to 37.8% [7][28] - Free cash flow for 2025 was $843 million, up 4% from the prior year period [29] Business Line Data and Key Metrics Changes - Legal organic revenue grew 8%, driven by Westlaw and co counsel [8][24] - Corporates organic revenue grew 9%, with key contributions from legal, tax, and risk portfolios [9][24] - Tax and accounting organic revenues grew 11%, driven by Latin American and US businesses [9][24] - Reuters News organic revenues rose 5%, with all major lines contributing [10][25] - Global print organic revenues declined 7% [10][25] Market Data and Key Metrics Changes - The percentage of annualized contract value from GenAI-enabled products increased to 22%, up from 20% [26] - The company expects organic revenue growth of 7% to 7.5% for the full year 2025 [30] Company Strategy and Development Direction - The company is focused on leveraging Agentic AI to enhance legal and tax/accounting portfolios [5][11] - There is a commitment to a balanced capital allocation approach, with $10 billion of capital capacity through 2027 [6][78] - The company aims to continue investing in innovation and strategic M&A opportunities [6][78] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed the full year 2025 outlook for organic revenue, adjusted EBITDA margin, and free cash flow [4][30] - The company remains confident in delivering its guidance for 2026, with organic revenue growth targets for the big three segments [31] Other Important Information - The company has introduced several new AI-powered products, including CoCounsel for Tax, Ready to Review, and Ready to Advise [15][16][18] - The integration of AI capabilities is seen as a key differentiator in the competitive landscape [48][50] Q&A Session Summary Question: Can you provide a sense of the percentage of workflow currently being automated? - Management indicated that automation is still relatively modest in legal but more advanced in tax and accounting, with significant time-consuming tasks being automated [36][38] Question: How does the company view its competitive position in the market? - Management believes they are ahead of competitors in tax and accounting innovations and highlighted the unique capabilities of their deep research technology [47][50] Question: What are the drivers behind the margin performance in the quarter? - Key factors included good operating leverage, timing of expenses, and revenue mix, with expectations for margin performance to normalize in the second half of the year [56][58] Question: How is the company thinking about excess capital and potential return of capital transactions? - The company prioritizes strategic M&A for capital deployment, with a commitment to return 75% of free cash flow, potentially including share buybacks [79][80] Question: What is the adoption rate of GenAI-enabled products across different segments? - The larger portion of GenAI-enabled products is currently in the legal segment, but growth is expected across all segments as new products are launched [110]
Network18 Media & Investments (NETWORK18) Earnings Call Presentation
2025-08-06 10:00
UNPARALLELED. UNMATCHED. UNBEATABLE. INDIA'S BIGGEST MEDIA POWERHOUSE INDIA'S MOST TRUSTED NEWS BRANDS ACROSS TV, DIGITAL & PRINT #1 TV AND DIGITAL NEWS NETWORK BIGGEST PRODUCT PORTFOLIO, WIDEST LINGUISTIC FOOTPRINT CUTTING EDGE JOURNALISM - NEWS OVER NOISE DEEP ANALYSIS & INSIGHTS 1 Source: BARC India | Mkt: India | TG: 15+ | Week 25'25-28'25 2Source: Comscore Total Digital Population Report, Mar-Jun'25 3 Source: Summation of Web PVs (Comscore) and App Screen Views (Internal Analytics) 4Source: Internal An ...
News (NWS) - 2025 Q4 - Earnings Call Transcript
2025-08-05 22:02
Financial Data and Key Metrics Changes - For fiscal year 2025, revenues increased by 2% to nearly $8.5 billion, while total segment EBITDA improved by 14% to just over $1.4 billion, marking a record for the company on a continuing operations basis [6] - Net income from continuing operations rose by 71% to $648 million, with profit margins increasing by 170 basis points to 16.7% [6] - In the fourth quarter, revenues rose by 1% to $2.1 billion, profitability grew by 5% to $322 million, and net income from continuing operations increased by 28% to $86 million [6][25] Business Line Data and Key Metrics Changes - Dow Jones reported a strong year with revenue and EBITDA rising by 48% respectively, with fourth-quarter revenues increasing by 7% to $604 million [12][26] - Digital real estate revenues rose by 9% for the year, with segment EBITDA increasing by 18% [14] - Book publishing achieved a 3% revenue increase to $2.1 billion, with segment EBITDA expanding by 10% [17] Market Data and Key Metrics Changes - REA posted a 12% revenue growth for the year, with audience reach improving significantly [17] - Digital real estate segment revenues were up 4% year-over-year, while segment EBITDA increased by 13% [31] - The New York Post continued to expand its influence and profitability, with plans for expansion in California [21] Company Strategy and Development Direction - The company remains focused on driving value across three pillars: Dow Jones, digital real estate services, and book publishing [9] - The recent sale of Foxtel Group has streamlined the portfolio and bolstered cash position, allowing for strategic acquisitions [9] - The company emphasizes the importance of protecting intellectual property in the age of AI, advocating for the value of content creation [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's transformation towards high-margin content licensing and recurring digital revenues [23] - The outlook for Dow Jones remains positive, with expectations for continued margin expansion as the business shifts to B2B [38] - The company anticipates challenges in the housing market affecting digital real estate but remains optimistic about future growth [38] Other Important Information - The board authorized a new $1 billion stock repurchase program, in addition to approximately $300 million remaining from a previous program [7][24] - Free cash flow for fiscal 2025 was $571 million, up from $540 million in the prior year [7] Q&A Session Summary Question: Can you expand on the decision to accelerate the buyback? - Management indicated that the scale and pace of the buyback will increase, supported by improved free cash flow and the sale of Foxtel [43] Question: What is the strategy for Move and its growth adjacencies? - Management expressed positivity about realtor.com, highlighting revenue growth despite a sluggish property market and the focus on rentals, new homes, and seller segments [49] Question: What is the outlook for Dow Jones' revenue growth? - Management is optimistic about continued growth in both the professional information and consumer businesses, with a focus on risk and compliance [57] Question: Any updates on simplifying the company? - Management noted that the sale of Foxtel was a step towards simplification, and they are continuously evaluating the best use of capital [63] Question: What impact is AI having on the publishing business? - Management stated that they are not seeing negative trends from AI and are engaged in negotiations with several AI companies regarding IP rights [68]
Amazon to Pay NYT Up to $25 Million for AI Licensing
PYMNTS.com· 2025-07-30 14:46
Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. The tech giant will pay the news company between $20 million and $25 million per year for content to train its AI models, The Wall Street Journal (WSJ) reported Wednesday (July 30), citing unnamed sources. Amazon's artificial intelligence licensing deal with The New York Times reportedly carries an eight-figure annual price tag. By completing this form, you agree to receive marketi ...