Q2 2026 USA TODAY Co Inc Earnings Call Transcript

Aug 6, 2026 / 12:30 PM GMT

Release Date Price: €7.3 (-4.58%)

Transcript 10-Q8-K

Key Points

Positve

USA Today Co Inc (TDAY) delivered its second consecutive quarter of positive net income, reporting $9.1 million in Q2 2026.
Digital-only subscription revenue grew 6.8% year-over-year, with ARPU reaching a record high of $10.47, up 34.4%.
Digital other revenues, including AI partnerships and content licensing, surged 20.2% year-over-year to $20.4 million.
Free cash flow increased 11.2% to $19.6 million, marking the fourth consecutive year of expected double-digit growth.
The company's partnership with Palantir is expected to enhance audience data monetization, driving higher ARPU across subscriptions, advertising, and commerce.
Off-platform video views reached 3 billion in the first half of 2026, more than doubling last year's pace, with TikTok alone surpassing 1 billion views.
Local IQ segment showed sequential improvement, with core platform revenue up 7% and segment adjusted EBITDA margin expanding 560 basis points to 12.4%.

Negative

Total revenues decreased 8.3% year-over-year, or 6.1% on a same-store basis, impacted by softer digital advertising and content licensing lumpiness.
Digital advertising revenues fell 9.2% due to lower page views, the loss of a programmatic partner, and a platform policy change affecting sponsored links.
The shift in consumer behavior away from traditional search continues to pressure traffic, with monthly unique visitors declining significantly.
The company experienced a loss of a programmatic partner and a platform policy change, each contributing equally to the year-over-year digital ad decline.
Content licensing revenue showed quarterly variability, with Q2 lapping an outsized Q1 contribution, leading to uneven revenue trends.
The company expects continued quarterly variability and does not anticipate a return to subscriber volume growth in the near term, relying on ARPU growth.
The pending Google litigation and potential AI licensing deals are not included in the 2026 outlook, representing uncertain upside.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TDAY.N - USA TODAY Co Inc
Q2 2026 USA TODAY Co Inc Earnings Call
Aug 06, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings.

Welcome to the USA Today Company Q2 2026 earnings call.

At this time, all participants are in a listener mode.

A question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

Please note this conference is being recorded.

I would now like to hand the conference over to your host, Matt 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 Co's second quarter 2026 financial results.

Presenting on today's call will be Mike Reed, Chairman and

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