NEW YORK TIMES CO — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 45/100
What the filing says
NYT reported Q2 2026 results with total revenues of $762.5M (+11.2% YoY), digital-only subscription revenues of $407.9M (+16.4%), and 280,000 net new digital-only subscribers added in the quarter, bringing total digital-only subscribers to 12.80M. Diluted EPS was $0.57 (+14% YoY); adjusted diluted EPS was $0.69 (+19% YoY). Operating profit was $118.0M (+10.8% YoY). Special items included $4.6M in generative AI litigation costs and $9.2M in multiemployer pension plan withdrawal charges. Cash position: $1.22B with no outstanding debt.
Why this rating
Solid growth in core subscription and revenue metrics; digital momentum intact. Subscriber adds and ARPU gains are meaningful but expected trajectory. Pension charge is non-recurring. No material M&A or strategic inflection. Results in line with guidance. Routine quarterly earnings report.
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