News B 2025 Q4 Earnings Strong Performance with Net Income Surges 993%

News B (NWS) reported its fiscal 2025 Q4 earnings on August 5, 2025, with results well ahead of expectations. The company posted a significant increase in net income and earnings per share, driven by strong performance across key segments. Management offered optimistic guidance, signaling confidence in continued growth and strategic execution.

Revenue
Total revenue for News B in Q4 2025 rose 1.4% year-over-year to $1.94 billion. The company’s revenue was driven by its News Media segment, which generated $545 million, followed closely by Book Publishing with $494 million. Digital Real Estate Services contributed $466 million, while the Dow Jones division added $604 million. Collectively, these segments pushed total revenues to $2.11 billion, demonstrating a diversified and resilient business model.

Earnings/Net Income
News B’s earnings per share surged dramatically, rising 1355.6% to $1.31 in Q4 2025 from $0.09 a year ago. The company also reported a net income of $776 million, a 993.0% increase from $71 million in the same period in 2024. This strong performance reflects effective cost management and strategic investments across its business units. These results indicate a robust earnings trajectory and a clear outperformance of expectations.

Price Action
The stock of News B has seen slight declines in recent trading periods, with a 0.21% drop on the latest day, a 0.06% decline over the past week, and a 2.44% pullback month-to-date. While the short-term performance shows some volatility, the broader post-earnings strategy of buying shares following a positive earnings surprise has historically yielded strong returns.

Post-Earnings Price Action Review
A strategy of purchasing News B shares after a positive earnings surprise and holding for 30 days has historically delivered an impressive 71.74% return over the past three years. This far outperformed the benchmark, which returned 0.00%. The strategy’s compound annual growth rate of 20.53% and a Sharpe ratio of 0.76 indicate strong risk-adjusted returns. With a maximum drawdown of 0.00% and a volatility of 27.02%, the approach demonstrated resilience through market fluctuations, highlighting its effectiveness in capitalizing on positive earnings outcomes.

CEO Commentary
CEO Robert Thomson emphasized News B’s strong performance, driven by digital subscriber growth and content diversification. He acknowledged challenges from advertising market volatility but highlighted strategic investments in technology and international expansion to strengthen the company’s market position. Thomson expressed optimism about the business’s momentum and the team’s ability to adapt to evolving industry dynamics.

Guidance
News B’s CEO provided positive forward-looking guidance, projecting a 9-11% EPS increase for the upcoming quarter. The company plans to maintain disciplined cost control while investing in high-impact opportunities. Though no specific revenue target was given, management expects to outperform industry benchmarks, driven by a 10% year-over-year rise in digital ad revenue and a shift toward premium content offerings.

Additional News
Over the three-week period following News B’s August 5, 2025 earnings release, the company remained in the spotlight for strategic developments unrelated to earnings. One notable development was the expansion of its digital content partnership with a leading European media firm, aimed at boosting international ad revenue and audience engagement. Additionally, the board announced the appointment of a new Chief Technology Officer, signaling a continued focus on innovation and digital transformation. Lastly, the company reiterated its commitment to a robust shareholder return policy, although no new buyback or dividend plans were disclosed. These moves underscore News B’s strategic emphasis on long-term growth and market leadership.