Q1 2026 News Corp Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $28.48 (-2.47%)

Transcript 10-Q8-K

Key Points

Positve

News Corp (NWS) reported a 2% increase in revenue to $2.14 billion and a 5% increase in total segment EBITDA to $340 million.
The company saw strong performance in its Dow Jones and digital real estate services segments, with Dow Jones' EBITDA rising 10% and digital real estate services revenue increasing by 9%.
Digital revenues accounted for 68% of advertising revenues, marking a new record for the company.
News Corp (NWS) has accelerated its share buyback program, repurchasing shares at a rate of approximately $2.5 million per day.
The company is optimistic about future growth, particularly in the risk and compliance sector, which saw a 16% revenue increase.

Negative

The book publishing segment faced challenges, with a 2% decline in revenue and a $13 million write-off due to the expected closure of a distributor.
Digital revenues at HarperCollins fell 9%, with audiobooks down 11%, impacting overall performance.
Despite a slight increase in news media revenue, advertising trends were mixed, with some areas experiencing declines.
The company faces ongoing macroeconomic uncertainties, which could impact future performance.
There was a modest settlement from a legal dispute affecting Factiva, indicating potential legal and operational challenges.

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

NWSA.OQ - News Corp
Q1 2026 News Corp Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to News Corp's first quarter fiscal 2026 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.

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Unidentified_2 [2]
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Thank you very much operator. Hello everyone and welcome to News Corp's fiscal first quarter 2026 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 Thompson,

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