USA TODAY Co. Schedules Fourth Quarter 2025 ResultsFeb 12, 2026 7:30 AM Eastern Standard Time# USA TODAY Co. Schedules Fourth Quarter 2025 ResultsShare---New York, NY--([BUSINESS WIRE])--USA TODAY Co., Inc. ("USA TODAY Co.†, "we†, "our†, or the "Company†) (NYSE: TDAY) announced today that it will release its fourth quarter 2025 financial results on Thursday, February 26, 2026, prior to the opening of the New York Stock Exchange. Management will host a conference call on Thursday, February 26, 2026 a ...

RELX (NYSE:RELX) Q4 2025 Earnings call February 12, 2026 03:30 AM ET Company ParticipantsErik Engstrom - CEO & Executive DirectorNick Luff - CFO & Executive DirectorConference Call ParticipantsChristophe Cherblanc - Senior AnalystCiaran Donnelly - Equity Research AnalystGeorge Webb - Technology Equity Research AnalystHenry Hayden - Equity Research AnalystNick Dempsey - Director and Media Equity Research AnalystSteven Liechti - AnalystThijs Berkelder - Equity Research AnalystErik EngstromGood morning, everyb ...

Results 2025 Erik Engstrom, CEO, and Nick Luff, CFO 12 February 2026 2 Erik Engstrom, CEO 3 RELX 2025 4 DISCLAIMER REGARDING FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX PLC (together with its subsidiaries, "RELX", "w ...

Core Viewpoint - Ben Levisohn has been appointed as the new editor in chief of Barron's, succeeding in a role that comes at a time of heightened investor interest in markets and the publication itself [1] Company Overview - Dow Jones announced the appointment of Ben Levisohn, a 15-year veteran of the company, who previously served as senior managing editor [1] - Barron's is recognized as a leading financial publication, established in 1921, known for its authoritative analysis and in-depth coverage of global financial markets [1] Leadership and Experience - Levisohn has a background as a Wall Street equities trader and transitioned to journalism in 2007, joining Dow Jones in 2010 and Barron's in 2012 [1] - His previous roles include writing popular columns such as Streetwise and Trader, and he served as deputy editor before becoming senior managing editor in August 2025 [1] Strategic Initiatives - Levisohn was instrumental in launching Barron's Investor Circle, a new premium experience for readers, which offers exclusive content and investing tools [1] - Dow Jones has recently reported a record quarter and six years of continuous growth, supported by its business news and intelligence units [1] Subscription and Market Position - The company currently boasts over 6 million subscriptions, positioning itself as a core provider of news and intelligence to large financial institutions and corporate customers [1] - In the context of AI advancements, Dow Jones is recognized as a leading provider of trusted proprietary data and exclusive news [1]

Core 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]

证券代码：601921 证券简称：浙版传媒 公告编号：2026-001 浙江出版传媒股份有限公司关于使用闲置自有资金 进行现金管理到期赎回并继续进行现金管理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 现金管理到期赎回情况：浙江出版传媒股份有限公司（以下简称"公司"）近期到期赎回部分自有资金 现金管理产品本金人民币50,000万元，获得收益人民币1,979.74万元。 ● 继续进行现金管理进展情况：现金管理金额人民币50,000万元，现金管理期限为355一371天。 ● 履行的审议程序：2025年4月24日，公司召开第三届董事会第四次会议审议通过了《关于2025年度使 用闲置自有资金进行现金管理的议案》，同意公司及子公司2025年度自有资金现金管理授权额度为不超 过人民币570,000万元，授权有效期自公司第三届董事会第四次会议审议通过之日起12个月。在上述额 度内，资金可循环滚动使用。 ● 特别风险提示：公司及子公司购买的理财产品均为安全性高、流动性强的理财产品，总体风险可控。 但金融市场受宏观 ...

Core Insights - Thomson Reuters Corp. reported fourth-quarter fiscal 2025 results with revenue of $2.009 billion, a 5% increase year-over-year, exceeding the $2.001 billion estimate [1] - Organic revenue rose 7%, driven by 9% growth in its "Big 3" segments: Legal Professionals, Corporates, and Tax and Accounting Professionals [1] - GAAP diluted earnings per share decreased 43% to 74 cents from $1.30, while adjusted EPS increased 6% to $1.07, surpassing the $1.06 estimate [1] Financial Performance - Operating profit fell 25% to $540 million, mainly due to prior-year gains related to the sale of FindLaw [2] - Revenue growth included a 6% rise in recurring revenue, which constituted 84% of total revenue, and an 11% increase in transaction revenue, offset by a 6% decline in Global Print [3] - Adjusted EBITDA rose 8% to $777 million, with the margin improving to 38.7% from 37.6% [3] - Net cash from operations increased 35% to $756 million, and free cash flow grew 38% to $581 million [3] Segment Performance - Legal Professionals unit revenue grew 1% to $738 million, with organic growth reaching 9% driven by Westlaw, CoCounsel, and Practical Law; adjusted EBITDA rose 9% to $327 million, with a margin of 44.3% [4] - Corporates revenue increased 7% to $496 million, despite negative impacts from the sale of non-core businesses, with an adjusted EBITDA margin of 32.2% and organic revenue growth of 9% [5] - Tax & Accounting Professionals' revenue climbed 13% to $414 million, supported by the SafeSend acquisition, with organic growth at 11% and adjusted EBITDA jumping 14% to $222 million, resulting in a margin of 53.6% [6] - Reuters News revenue increased 6% (5% organic) to $232 million, driven by higher generative AI-related transactional content licensing revenue and a price increase from a news agreement with LSEG [7]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing, highlighting that while price momentum can be profitable, it requires strong fundamentals to maintain that momentum. Group 1: Stock Price Movement - A stock's price can quickly reverse after a position is taken, leading to short-term capital losses, making it crucial to have factors that support ongoing momentum [2] - The "Recent Price Strength" screen helps identify stocks with strong fundamentals that can sustain their upward trends, focusing on those trading in the upper portion of their 52-week high-low range [3] Group 2: Scholastic (SCHL) Analysis - Scholastic (SCHL) has shown a solid price increase of 20.5% over the past 12 weeks, indicating investor confidence in its potential upside [4] - In addition to the 12-week increase, SCHL has maintained a price increase of 4.6% over the last four weeks, suggesting the trend is still intact [5] - SCHL is currently trading at 91.4% of its 52-week high-low range, indicating a potential breakout [6] Group 3: Fundamental Strength - SCHL holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7] Group 4: Additional Insights - The price trend for SCHL is expected to remain positive, and there are other stocks that also meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [8] - The effectiveness of stock-picking strategies can be backtested using tools like the Zacks Research Wizard, which includes successful stock-picking strategies [9]

Core Insights - News Corp reported a revenue increase of 5.5% to $2.36 billion in the second quarter of its fiscal year, driven by growth in its Dow Jones and digital real estate divisions [1][4] - EBITDA for the quarter rose by 9% to $521 million, slightly exceeding analysts' expectations [1][2] Revenue Breakdown - Revenue from Dow Jones, which includes The Wall Street Journal and MarketWatch, increased by 8% year-over-year to $648 million [4] - Revenue from News Corp's digital real estate services division also rose by 8% to $511 million [4] CEO Statements - CEO Robert Thomson expressed satisfaction with the second quarter results, highlighting accelerating revenue and profitability growth compared to the previous quarter, and optimistic signs for the second half of the fiscal year [2] - Thomson emphasized the importance of AI firms compensating for the content they utilize, reiterating this message in light of ongoing discussions about AI's impact on the industry [5][6] Industry Context - The results come amid challenges faced by news organizations and publishers regarding the integration of artificial intelligence [5] - Thomson noted that companies are beginning to recognize the value of premium content, suggesting that there will be a willingness to pay a premium for quality content [7]

Financial Data and Key Metrics Changes - Revenues increased by 6% to $2.4 billion for the quarter, with total segment EBITDA expanding by 9% to $521 million, despite a one-time inventory-related charge at HarperCollins [4][20] - Net income from continuing operations was $242 million, a 21% decrease from the prior year, attributed to the absence of a favorable $87 million gain from the sale of PropertyGuru [4][21] - Adjusted EPS for the quarter was $0.40, compared to $0.33 in the prior quarter, with profitability margin rising from 21.4% to 22.1% [4][20] Business Line Data and Key Metrics Changes - **Dow Jones**: Revenues rose by 8% to $648 million, with segment EBITDA increasing by 10% to $191 million, achieving a record profit margin of 29.5% [21][24] - **Digital Real Estate Services**: Segment revenues grew by 8% to $511 million, with segment EBITDA up 11% to $206 million [25][20] - **Book Publishing**: Revenues increased by 6% to $633 million, although segment EBITDA declined by 2% to $99 million due to a one-time write-off [29][20] Market Data and Key Metrics Changes - In the U.S. market, Realtor.com saw revenues grow by 10% to $143 million, driven by improved lead volume and premium products [11][26] - In Australia, REA's revenues grew by 7% to $368 million, benefiting from yield growth and improved listing volumes [12][25] - Digital advertising revenue at Dow Jones reached a record level of $87 million, rising 12% supported by demand from the financial services sector [8][24] Company Strategy and Development Direction - The company is focused on transforming into a digital-first entity, increasing recurring revenues while reducing dependence on advertising [5][19] - There is a strong emphasis on operational efficiency and margin expansion, with a disciplined approach to capital expenditures [18][19] - The company is exploring AI partnerships to enhance its content offerings and is confident in its ability to monetize proprietary content in the evolving AI landscape [6][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for the second half of the fiscal year, citing strong performance in core business segments and a robust balance sheet [4][16] - The evolving impact of AI is acknowledged, with management confident in the company's unique content and its ability to meet the needs of AI companies [35][39] - The company anticipates continued strong revenue growth in B2B segments, particularly at Dow Jones, and is focused on maximizing shareholder value through share buybacks [19][51] Other Important Information - The company repurchased $172 million in shares during the quarter, significantly higher than the previous year [20][51] - The launch of the California Post is highlighted as a strategic move to enhance the company's media presence [15][16] Q&A Session Summary Question: Market reaction to AI and its implications for News Corp - Management clarified that AI's retrospective nature does not pose a significant threat, as the company produces contemporary, proprietary content that AI companies need to pay for [33][34] Question: Investment in Dow Jones and CapEx related to AI - Management expressed confidence in Dow Jones and indicated that CapEx for Dow Jones would be modestly down this year, while overall free cash flow is expected to grow [38][41] Question: M&A strategy and areas of interest - Management stated that they are constantly looking for reasonable investments but will prioritize organic growth and share buybacks [49][50] Question: Simplifying the company structure - Management emphasized a focus on generating long-term value and highlighted the positive trajectory of Realtor.com amidst competition [54][56] Question: Subscription revenue growth and pricing strategy at Dow Jones - Management noted that there is potential for price elasticity in subscriptions and highlighted the success in securing enterprise customers [63][66]