News Corp Q4 Revenue Climbs 5.5% to $2.36B, EPS Beats Estimates
News Corp reported Q4 CY2025 revenue of $2.36 billion, up 5.5% year-on-year, with adjusted EPS of $0.40 exceeding estimates by 6.9% and adjusted EBITDA of $521 million (22.1% margin). Digital Real Estate Services grew 10% and Dow Jones B2B revenue rose 12%, driven by subscription expansion and AI content licensing prospects.
1. Q4 Financial Highlights
News Corp delivered Q4 CY2025 revenue of $2.36 billion, up 5.5% year-on-year, surpassing analyst forecasts by 3%. Adjusted EPS reached $0.40, a 6.9% beat, while adjusted EBITDA of $521 million reflected a 22.1% margin, illustrating continued operational discipline.
2. Segment Performance
Dow Jones professional information business posted 12% revenue growth, led by risk and compliance solutions and record digital advertising levels from financial services clients. Digital Real Estate Services saw a 10% increase, fueled by realtor.com innovations and higher listing volumes at REA Group, while HarperCollins rebounded 6% despite a one-time inventory charge.
3. Future Outlook and Catalysts
Management expects AI content licensing to provide new high-margin revenue streams, citing anticipated payments from Anthropic’s $1.5 billion settlement and other deals. Continued digital subscription expansion, product launches like realtor.com Plus, and disciplined capital returns via buybacks and targeted investments will drive performance in upcoming quarters.