AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
NYT grew total revenue 11.2% YoY to $762.5M in Q2 2026, powered by 16.4% growth in digital-only subscription revenue and 20.7% growth in digital advertising, lifting adjusted operating margin to 20.4%.
Biggest Revenue Drivers
Subscription$537.9M+11.7% YoY
Driven by digital-only subscription growth, partially offset by a decline in print subscription revenue
Advertising$149.1M+11.3% YoY
Driven by a 20.7% increase in digital advertising revenues
Biggest Revenue Drivers
Total revenue: $762.5M+11.2% YoY
Subscription$537.9M+11.7% YoY
Driven by digital-only subscription growth, partially offset by a decline in print subscription revenue
Within Subscription
Digital-only subscription$407.9M+16.4% YoY
Driven by subscribers transitioning from promotional to higher prices and price increases on tenured subscribers
Print subscription$130.0M-0.8% YoY
Lower single-copy sales and fewer average print subscribers reflecting secular trends
Advertising$149.1M+11.3% YoY
Driven by a 20.7% increase in digital advertising revenues
Affiliate, licensing and other$75.5M+7.1% YoY
Result of higher Wirecutter affiliate referral revenues
Largest Expense Items
Cost of revenue (excl. D&A)$367.8M+8.6% YoY
Higher journalism costs, digital content delivery costs, and subscriber servicing costs
Sales and marketing$85.5M+23.6% YoY
Higher marketing and promotion expenses and higher sales compensation and incentive costs
General and administrative$85.8M+3.9% YoY
Higher compensation and benefits driven by incentive compensation
Product development$70.4M+10.0% YoY
Higher compensation and benefits and higher software and licensing costs
Margins: Operating profit margin was flat YoY at 15.5%, while adjusted operating profit margin rose to 20.4% from 19.5%, as digital subscription and advertising growth outpaced cost growth.
Watch Items from the Filing
Ongoing generative AI copyright litigation against Microsoft/OpenAI and Perplexity generated $4.6M of litigation costs in Q2 2026 ($8.8M YTD), with no assurance of favorable outcomes.
Print subscription and print advertising revenues continued secular declines, down 0.8% and 11.1% YoY respectively in Q2 2026.
Company recorded a $9.2 million charge in Q2 2026 related to withdrawal from a multiemployer pension plan.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Subramanian Anuradha B.DirectorGrant or award · Oct 22, 2026
Van Dyck RebeccaDirectorGrant or award · Oct 22, 2026
Congress trading in NYT
2 transactions in NYT reported by 1 member of Congress under the STOCK Act, most recent trade Aug 13, 2025. Reported transactions, not recommendations.
About NEW YORK TIMES CO (NYT): stock profile, AI score and financials
NEW YORK TIMES CO (NYT) stock profile, AI quality score, and SEC EDGAR financial data, a Communication Services sector company. 13F Pro's AI-powered ranking engine scores NYT at 66.6/100 on a composite quality score built from its SEC filings, placing it at rank #398 of 2,925 stocks — the top 25% of the AI-ranked universe. NYT scores in the top quartile across balance sheet strength (91.3). Shareholder dilution risk is elevated at 34.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), NEW YORK TIMES CO reports quarterly revenue of $762.5M, net income of $93.4M, an operating margin of 15.5%. Top institutional holders of NYT by reported 13-F value include BlackRock, BERKSHIRE HATHAWAY, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. NYT trades on the NYSE exchange and files with the SEC under CIK 71691. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NYT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NEW YORK TIMES CO directly from SEC EDGAR.