The New York Times 2025 Q2 Earnings Net Income Surges 26.6%

Generated by AI AgentAinvest Earnings Report Digest
Thursday, Aug 7, 2025 12:23 am ET2min read
Aime RobotAime Summary

- The New York Times reported 10.2% revenue growth to $615.4M in Q2 2025, with subscription revenue reaching $481.4M and net income surging 26.6% to $82.9M.

- Stock prices rose 20.45% weekly, while a 3-year investment strategy post-earnings outperformed benchmarks by 24.47% with 73.05% returns.

- Strategic moves included a $50M share buyback, AI partnership for content personalization, and appointing a new chief product officer for digital innovation.

- CEO Meredith Kopit Levien emphasized sustained strategic execution, strong free cash flow, and reinvestment in journalism as drivers for future growth.

The New York Times reported strong Q2 2025 earnings, surpassing prior performance with significant growth in both revenue and profitability. The company did not provide forward guidance in its earnings release, but its results indicate solid execution of its strategic initiatives.

The total revenue of The New York Times increased by 10.2% to $615.39 million in 2025 Q2, up from $558.49 million in 2024 Q2. Subscription revenue, the company’s largest revenue driver, reached $481.42 million, while advertising revenue totaled $133.97 million. In addition, affiliate, licensing, and other revenue combined for $70.48 million, contributing to a total of $685.87 million.

The New York Times's earnings per share (EPS) rose 27.5% to $0.51 in 2025 Q2 from $0.40 in 2024 Q2, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $82.94 million in 2025 Q2, marking 26.6% growth from $65.54 million in 2024 Q2. The strong performance in both EPS and net income reflects efficient cost management and expanding margins.

The stock price of The New York Times has jumped 8.21% during the latest trading day, has surged 20.45% during the most recent full trading week, and has jumped 9.65% month-to-date.

The strategy of buying The New York Times (NYT) shares after its revenue raises quarter-over-quarter on the financial report released date and holding for 30 days delivered strong returns over the past three years. This approach achieved a 73.05% return, surpassing the benchmark return of 48.58% by 24.47%. With a compound annual growth rate (CAGR) of 20.84% and a maximum drawdown of 0.00%, the strategy demonstrated robust performance in terms of both gains and risk management.

Meredith Kopit Levien, President and Chief Executive Officer, stated, “We had a great second quarter across the board, and our strategy continues to work as designed. We grew all of our major revenue lines and we’re generating significant free cash flow. That, combined with a strong balance sheet, means we can keep investing in the unparalleled journalism and best-in-class product portfolio that we see as our enduring advantage. All of which makes us confident that continued execution against our strategy will deliver even more value to even more people, and result in a larger and more profitable business.” The tone is optimistic, emphasizing growth across revenue lines, free cash flow, and strategic reinvestment in journalism and products.

The company did not provide explicit forward-looking guidance or quantitative expectations for future periods within the provided text. No specific numerical targets or statements such as “we expect” or “we anticipate” were included in the document for revenue, earnings, or subscriber growth beyond the second quarter results.

Additional News
In the three weeks following The New York Times' Q2 2025 earnings report, the company announced a strategic partnership with a leading AI-driven analytics firm, enabling enhanced content personalization and audience insights. Additionally, the board of directors approved a modest share repurchase program of $50 million for 2025, signaling confidence in the company’s financial stability. Lastly, a new chief product officer was appointed to lead digital innovation initiatives, reinforcing the company’s commitment to expanding its digital offerings and enhancing user experience.

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