Q3 2025 News Corp Earnings Call Transcript
Key Points
- News Corp (NWS) reported a 67% increase in net income from continuing operations, reaching $107 million in the third quarter.
- Total segment EBITDA increased by 12%, with the overall margin expanding from 13% to 14.4%.
- Dow Jones posted a 6% revenue growth, with profitability surging 12% and the margin rising from 21.7% to 23%.
- Digital Real Estate Services saw a 19% increase in profitability on a 5% revenue increase, with margins improving from 26.8% to 30.5%.
- The sale of Foxtel to DAZN resulted in the transfer of $724 million of Foxtel debt off News Corp's balance sheet, improving financial flexibility.
- Political turbulence has affected some of News Corp's business partners, creating challenges in planning and operations.
- Currency headwinds negatively impacted revenues, although they still managed a 1% increase.
- Factiva's ongoing customer dispute had a 200 basis point adverse impact on Dow Jones' professional information business revenues.
- Realtor.com faced a decline in lead volumes by 17% and a decrease in average monthly unique users by 8% year over year.
- News Media segment revenues were down 8% year over year, challenged by tougher advertising conditions.
Welcome to the News Corp's third-quarter fiscal 2025 earnings conference call. Today's conference is being recorded. Media will be allowed on a listen-only basis.
At this time, I'd like to turn the conference over to Michael Florin, Senior Vice President and Head of Investor Relations. Please go ahead.
Thank you very much, operator. Hello, everyone, and welcome to News Corp's fiscal third-quarter 2025 earnings call. We issued our earnings press release about 30 minutes ago, and it's now posted on our website at newscorp.com.
On the call today are Robert Thomson, Chief Executive; and Lavanya Chandrashekar, Chief Financial Officer. We'll open with some prepared remarks, and we'll be happy to take questions from the investment community.
This call may include certain forward-looking information with respect to News Corp's business and strategy. Actual results could differ materially from what is said. News Corp's Form 10-K and Form 10-Q filings identify risks
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