Q1 2026 USA TODAY Co Inc Earnings Call Transcript
Key Points
- Total digital revenues increased by 5% on a same-store basis, reaching an all-time high of 48% of total revenues.
- Adjusted EBITDA increased by 45% year-over-year, indicating strong financial performance.
- Digital-only subscription revenue returned to year-over-year growth, marking the third consecutive quarter of sequential growth.
- The company has successfully expanded its high school sports hub into 12 additional markets, enhancing local engagement.
- AI partnerships and licensing agreements, such as those with Meta and Microsoft, have significantly contributed to revenue growth.
- Total revenues decreased by 4% year-over-year, despite improvements in digital revenue.
- Digital advertising revenues decreased by 3% due to softness in page views and programmatic revenue.
- Page views were down modestly year-over-year, primarily on local sites, due to lower referrals from Google Discover.
- The return to growth for the LocalIQ segment has been slower than anticipated.
- The company faces challenges with Google Discover surfacing less local content, impacting traffic.
Greetings. Welcome to the USA TODAY Company Q1 2026 Earnings Call. (Operator Instructions)
Matthew Esposito, Head of Investor Relations. You may begin.
Thank you. Good morning, everyone, and thank you for joining our call today to discuss USA Today Company's first quarter 2026 financial results. Presenting on today's call will be Mike Reed, Chairman and Chief Executive Officer; Tricia Gosser, Chief Financial Officer and Kristen Roberts, President of USA Today Media. If you navigate to the USA Today Company website, you will find that we have posted an earnings supplement in addition to our earlier press release.
We'll be referencing it today on the call as it provides you with additional detail. On this quarter's performance. Before we begin, please let me remind you that this call is being recorded. In addition, certain statements made during this call are or may be deemed to be forward-looking statements as defined under the U.S. Federal securities laws, including those with
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