Core Insights - The New York Times Co. has demonstrated strong financial performance with a 9.5% year-over-year revenue increase and a 14% rise in digital subscriptions, reaching a total of 12.3 million subscribers [1] - The company declared a quarterly dividend of $0.18 per share, which positively impacted share prices, leading to a surge in December 2025 [2] - The stock price reached an all-time high of $71.08, reflecting a 34.60% increase for the year 2025, and remains a buy target according to analysts [4] Financial Performance - Revenue increased by 9.5% year-over-year [1] - Digital subscriptions rose by 14%, totaling 12.3 million [1] - Digital ad revenue increased by 20% [1] - The stock price increased by 34.60% for the year 2025 [4] Dividend and Shareholder Value - A quarterly dividend of $0.18 per share was announced for Class A and B shareholders [2] - The announcement contributed to a surge in share prices throughout December 2025 [2] Stock Performance - The stock reached an all-time high of $71.08 on December 19, 2025 [4] - The stock price exceeded the $68 price target set by Morgan Stanley and the $71 target set by JP Morgan [4] - Current market capitalization stands at $11 billion [8] Strategic Goals - The company aims to reach a long-term subscriber base of 15 million [5] - Plans include better utilization of its sports news subsidiary, The Athletic, and leveraging artificial intelligence for personalized subscriber experiences [5] Legal Challenges - The New York Times Co. is involved in legal battles against AI companies, including a recent lawsuit against Perplexity for copyright infringement [6] - Ongoing litigation with OpenAI and Microsoft regarding similar copyright issues has been in progress for two years [6]

Core Insights - New York Times Co. (NYT) reported quarterly earnings of $0.59 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +9.26% [1] - The company achieved revenues of $700.82 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.33% and increasing from $640.18 million year-over-year [2] - The stock has gained approximately 11% since the beginning of the year, while the S&P 500 has increased by 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.85 on revenues of $779.15 million, and for the current fiscal year, it is $2.28 on revenues of $2.79 billion [7] - The estimate revisions trend for New York Times was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Publishing - Newspapers industry, to which New York Times belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]