Equity Profile

NYT

The New York Times Company

Communication ServicesPublishing$10.3B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

The New York Times Company (NYT) is a leading publisher known for its journalism and digital content. As part of the Communication Services sector, it plays a crucial role in shaping public discourse and informing consumers, especially in an era where digital media consumption is rapidly increasing.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

0.67

Revenue

Revenue figures provide insight into the company's overall sales performance and growth trajectory.

752M

Wall Street expectations, options signals, track record, and call prep available with Pro.

NYT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+12.80%

Avg Stock Reaction

+0.13%

Last Quarter Recap

In Q1-2026, The New York Times Company reported an EPS of $0.61, significantly beating expectations of $0.49. The stock reacted positively, gaining 8.31% the next day.

Management Promises & Guidance

Continued focus on digital subscription growth.
Investment in innovative content delivery methods.
Commitment to enhancing user engagement on digital platforms.

Expectations

Wall Street Expectations

Analysts expect The New York Times to report strong earnings, with a consensus EPS of $0.67 and revenue of $752 million. The company has a history of exceeding earnings expectations, which could lead to positive market reactions.

Bull Case

If the company continues its trend of beating earnings estimates, it could see a significant stock price increase, especially if digital subscriptions grow faster than expected.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth in digital subscriptions, it could lead to a decline in stock price.

Key Metrics to Watch

EPS

0.67

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

Revenue

752M

Revenue figures provide insight into the company's overall sales performance and growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.67?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the latest subscriber growth figures?

Subscriber growth is crucial for the company's digital revenue, and any slowdown could raise concerns about future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of digital subscription growth, which could be stronger than anticipated due to recent content investments.

Supporting Evidence

The previous quarter's strong EPS surprise indicates robust performance.

Options pricing suggests a larger move than historical averages, indicating heightened investor interest.

Management's commitment to digital innovation may not be fully reflected in current estimates.

Key Risk

If subscriber growth exceeds expectations, it could significantly boost revenue forecasts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching earnings and subscriber growth as indicators of the company's ongoing digital transformation.

Bull Confirmed If

An EPS of $0.70 or higher, indicating strong profitability.

Bear Confirmed If

An EPS below $0.60, suggesting potential challenges in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±15.76%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±15.8% while NYT has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

33.5%

Calls (783K)P/C Ratio: 0.21Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that if NYT beats expectations, the stock could rise by an average of 0.13%, confirming the bullish sentiment.

In-Line / Cautious

If results come in line with expectations, the stock may see muted movement as investors await further commentary.

Miss

If the company misses earnings expectations, history indicates a potential decline, averaging around 6.69% in similar scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on digital subscription growth rates.
2Details on new content initiatives and their expected impact.
3Management's outlook on advertising revenue trends.
4Any commentary on cost management strategies.
5Insights into competitive positioning in the publishing industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

0.67

Revenue

Revenue figures provide insight into the company's overall sales performance and growth trajectory.

752M

Wall Street expectations, options signals, track record, and call prep available with Pro.

NYT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+12.80%

Avg Stock Reaction

+0.13%

Last Quarter Recap

In Q1-2026, The New York Times Company reported an EPS of $0.61, significantly beating expectations of $0.49. The stock reacted positively, gaining 8.31% the next day.

Management Promises & Guidance

Continued focus on digital subscription growth.
Investment in innovative content delivery methods.
Commitment to enhancing user engagement on digital platforms.

Expectations

Wall Street Expectations

Bull Case

If the company continues its trend of beating earnings estimates, it could see a significant stock price increase, especially if digital subscriptions grow faster than expected.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth in digital subscriptions, it could lead to a decline in stock price.

Key Metrics to Watch

EPS

0.67

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

Revenue

752M

Revenue figures provide insight into the company's overall sales performance and growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.67?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the latest subscriber growth figures?

Subscriber growth is crucial for the company's digital revenue, and any slowdown could raise concerns about future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of digital subscription growth, which could be stronger than anticipated due to recent content investments.

Supporting Evidence

The previous quarter's strong EPS surprise indicates robust performance.

Options pricing suggests a larger move than historical averages, indicating heightened investor interest.

Management's commitment to digital innovation may not be fully reflected in current estimates.

Key Risk

If subscriber growth exceeds expectations, it could significantly boost revenue forecasts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching earnings and subscriber growth as indicators of the company's ongoing digital transformation.

Bull Confirmed If

An EPS of $0.70 or higher, indicating strong profitability.

Bear Confirmed If

An EPS below $0.60, suggesting potential challenges in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±15.76%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±15.8% while NYT has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

33.5%

Calls (783K)P/C Ratio: 0.21Puts (1K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that if NYT beats expectations, the stock could rise by an average of 0.13%, confirming the bullish sentiment.

In-Line / Cautious

If results come in line with expectations, the stock may see muted movement as investors await further commentary.

Miss

If the company misses earnings expectations, history indicates a potential decline, averaging around 6.69% in similar scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on digital subscription growth rates.
2Details on new content initiatives and their expected impact.
3Management's outlook on advertising revenue trends.
4Any commentary on cost management strategies.
5Insights into competitive positioning in the publishing industry.