Q4 2025 News Corp Earnings Call Transcript
Key Points
- News Corp (NWS) reported a record year for profitability with revenues rising 2% to $8.5 billion and total segment EBITDA improving 14% to over $1.4 billion.
- The company authorized a new $1 billion stock repurchase program, reflecting confidence in its financial position and ability to return capital to shareholders.
- Dow Jones experienced strong growth, with a 7% increase in revenue for the fourth quarter and a 10% rise in EBITDA, driven by the professional information business.
- Digital real estate services saw a 9% revenue increase for the year, with Realtor.com achieving revenue growth for the third consecutive quarter despite a sluggish US housing market.
- Book publishing posted its second-best revenue year on record, with a 3% increase to $2.1 billion and a 10% expansion in segment EBITDA.
- The overall book market showed signs of softness in recent months, impacting some divisions despite strong performance in religious and children's books.
- News media faced a challenging advertising environment, with a 4% decline in revenue for the quarter, partially offset by increased cover prices and subscription pricing.
- Factiva continued to be negatively impacted by a customer dispute, although decline rates moderated in the second half of the year.
- The US housing market remains sluggish due to high interest rates, affecting the potential for growth in digital real estate services.
- CapEx increased significantly in the fourth quarter, driven by investments in Dow Jones and other growth initiatives, which may impact short-term cash flow.
Welcome to News Corp's 4th quarter and full year fiscal 2025 earnings conference call. Today's conference is being recorded. Media will be allowed on a listen-only basis. At this time, I would 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 4th quarter 2025 earnings call. We issued our earnings press release about 30 minutes ago and it's now posted on our website at News Corp.com. On the call today are Robert Thompson, chief executive, and Lavinia Chandra Shekhar, Chief Financial Officer. We open some prepared remarks and I'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 maturely from what is said. News Corp's Form 10K and Form 10Q filings identify risks and
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