How Important Is The News And Information Segment For News Corp?

Traditionally, the majority of News Corp’s revenue has come from its News and Information segment. The segment is responsible for 50% of News Corp’s value, according to our estimates. We expect the company to see a significant deterioration in this revenue stream, however,  as the the number of print subscribers in the U.S. declines and the print ad market shrinks. Below we show what drives our forecasts for the company’s News and Information segment:

Have more questions about NWSA? See the links below:

• How Has News Corp’s Revenue & EBITDA Composition Changed Over The Past 5 Years?
• How Has News Corp’s Revenue And EBITDA Changed In The Last Five Years?
• What’s News Corp’s Revenue And Gross Margin Breakdown By Segment?
• What Is News Corp’s Fundamental Value Based On Expected 2016 Results?
• What Drove News Corp’s Revenue And EBITDA Growth In 2015?

Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment / ask questions on the comments section

2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to the full Trefis analysis for News Corporation.