NWSA
News·NASDAQ
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NWSA fundamentals
News (NWSA) released its earnings on Feb 5, 2026: revenue was 2.36B (YoY +5.54%), beat estimates; EPS was 0.4 (YoY +21.21%), beat estimates.
Revenue / YoY
2.36B
+5.54%
EPS / YoY
0.4
+21.21%
Report date
Feb 5, 2026
NWSA Earnings Call Summary for Q2,2026
- Revenue Growth: 6% Q2 revenue to $2.4B, driven by Dow Jones (8% growth) and Realtor.com (10% growth). EBITDA up 9% to $521M.
- AI Payday: $1.5B Anthropic licensing deal for pirated books, with HarperCollins authors set to benefit starting Q4.
- Buyback Acceleration: $172M Q2 share repurchases (4x YoY pace), with H2 buybacks expected to surge post-$380M Foxtel loan repayment.
- Dow Jones Dominance: 10% EBITDA growth to $191M (30% margin), led by 20% B2B risk compliance growth and record $87M digital ad revenue.
- Real Estate Strength: Realtor.com engagement 5x peers, 29% market share, and 13% lead volume gains despite housing market softness.
- Balance Sheet Strength: Moody's positive outlook, $1.2B cash, no debt maturities until 2030, and shares undervalued vs. NAV.
EPS
Actual | 0.03 | -0.03 | 0.08 | 0.34 | 0.09 | 0.16 | 0.23 | 0.44 | 0.16 | 0.37 | 0.12 | 0.14 | 0.09 | 0.14 | 0.16 | 0.26 | 0.11 | 0.17 | 0.21 | 0.33 | 0.17 | 0.19 | 0.22 | 0.4 | ||||||||||||||||
Forecast | 0.0188 | -0.084 | 0.0021 | 0.0964 | 0.0594 | 0.0552 | 0.133 | 0.2825 | 0.1457 | 0.0828 | 0.12 | 0.2022 | 0.0483 | 0.0852 | 0.1179 | 0.2213 | 0.1128 | 0.1576 | 0.1681 | 0.3084 | 0.1356 | 0.1915 | 0.1945 | 0.3652 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +59.57% | +64.29% | +3709.52% | +252.70% | +51.52% | +189.86% | +72.93% | +55.75% | +9.81% | +346.86% | 0.00% | -30.76% | +86.34% | +64.32% | +35.71% | +17.49% | -2.48% | +7.87% | +24.93% | +7.00% | +25.37% | -0.78% | +13.11% | +9.53% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.27B | 1.92B | 2.12B | 2.41B | 2.33B | 2.49B | 2.50B | 2.72B | 2.49B | 2.67B | 2.48B | 2.52B | 2.45B | 2.43B | 2.50B | 2.59B | 2.42B | 2.58B | 2.58B | 2.24B | 2.01B | 2.11B | 2.14B | 2.36B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.35B | 1.83B | 1.96B | 2.23B | 2.19B | 2.25B | 2.35B | 2.64B | 2.49B | 2.58B | 2.48B | 2.57B | 2.38B | 2.49B | 2.48B | 2.56B | 2.45B | 2.49B | 2.58B | 2.18B | 2.00B | 2.09B | 2.10B | 2.30B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.42% | +4.99% | +7.92% | +8.33% | +6.63% | +10.55% | +6.42% | +2.84% | -0.10% | +3.82% | 0.00% | -1.85% | +2.87% | -2.27% | +0.63% | +0.83% | -1.29% | +3.40% | -0.09% | +2.53% | +0.40% | +0.73% | +1.87% | +2.58% |
Earnings Call
You can ask Aime
Did News beat or miss consensus estimates last quarter?What is the market's earnings forecast for News next quarter?What factors drove the changes in News's revenue and profit?What were the key takeaways from News's earnings call?What guidance did News's management provide for the next earnings period?What is News's gross profit margin?What were the key takeaways from News’s earnings call?What does News do and what are its main business segments?
