Q3 2025 Lee Enterprises Inc Earnings Call Transcript

Aug 7, 2025 / 02:00 PM GMT

Release Date Price: $4.46 (-8.04%)

Transcript 10-Q8-K

Key Points

Positve

Lee Enterprises Inc (LEE) reported significant growth in adjusted EBITDA over the previous quarter.
The company launched an AI-powered suite of products, expected to drive digital advertising growth.
Digital subscription revenue grew by 16% year over year, with a 28% increase in average revenue per user.
Digital revenue now constitutes 55% of the company's overall revenue, highlighting successful digital transformation.
Cost management efforts resulted in a 7% decrease in cash costs compared to the same quarter last year.

Negative

The number of digitally-only subscribers decreased sequentially, impacted by a previous cyber event.
The cyber incident in February disrupted the activation process for new digital subscribers.
Despite digital revenue growth, the total operating revenue for the third quarter was only in line with the second quarter.
The company is still recovering from the cyber incident, which temporarily increased the principal debt balance.
There is a continued need to monetize non-core assets to improve liquidity and facilitate debt repayments.

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

LEE.OQ - Lee Enterprises Inc
Q3 2025 Lee Enterprises Inc Earnings Call
Aug 07, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Lee Enterprises 20253rd quarter webcast and conference call. The call is being recorded and will be available for replay at investors. Lee.net.

At the close of the planned remarks, there will be an opportunity for questions. Participants accessing this call by webcast may submit written questions through the website, and they will be answered during the call as time permits. Otherwise, you will receive a response later. A link to the webcast can be found at investors. Lie.net. Now I will turn the call over to your host, Gerard Marks, Vice President of finance.

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Unidentified_2 [2]
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