The New York Times Co. reported fourth-quarter earnings of $0.89 per share, surpassing the Zacks Consensus Estimate of $0.88 and up from $0.80 in the year-ago period. This 11.3% year-over-year increase in EPS reflects margin gains across the company’s digital subscription and advertising businesses. Management attributed the outperformance to disciplined cost control and higher average revenue per user in its core news segment.

Fourth-quarter revenue rose by 9% year-over-year, driven by continued strength in digital subscriptions and targeted advertising products. While the company did not disclose a precise top-line figure, consensus estimates had projected mid-single-digit growth; the actual performance exceeded Wall Street’s expectations and underscores the durability of the Times’ subscription model. Growth in print advertising, which stabilized after several quarters of declines, also contributed to the beat.

For the first quarter of 2026, The New York Times forecast subscription revenue above Wall Street’s consensus, estimating growth in the high single digits. The company highlighted its bundling strategy—combining news, cooking and lifestyle offerings—as a key driver for adding new paid users. Management now expects subscription revenue to reach approximately $360 million in Q1, compared with the $350 million figure analysts had projected, reflecting strong renewal rates and a healthy pipeline of new subscriber acquisitions.