Latest Articles
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New York Times Earnings Preview: What Are We Expecting?
The New York Times Company (NYSE:NYT) is scheduled to report its Q3 results on Wednesday, November 2. In the second quarter, the company’s circulation revenue increased by 3% year-over-year (y-o-y) on the back of growth in digital subscrip...
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New York Times’ Earnings Continue To Decline Driven By Print Ad Struggles
The New York Times Company (NYSE:NYT) announced its second quarter earnings on Thursday, July 28. The company’s revenue declined 2.7% year-over-year (y-o-y) to $372.6 million. The company’s advertising revenue fell by 12% y-o-y to $...
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New York Times Earnings Preview: What We Are Watching
The New York Times Company (NYSE:NYT) is scheduled to report its Q2 results on Thursday, July 28. In the first quarter, the company posted solid digital subscriber growth of 14% year-over-year (y-o-y), while print circulation was down just under...
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How Severe Is The Print Newspaper Decline?
The ongoing shift from print to digital has upended the media industry, dragging many key players (including News Corp and the New York Times) into deep declines. The relevance of the print industry is consistently waning, as much of the populati...
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How Will New York Times’ Digital Business Grow In The Next Four Years?
There has been a global trend away from print to digital media, as seen by the reducing share of newspapers in the global market. This transition in turn has forced NYT to change the core of its business from print advertising and circulation to ...
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NYT Earnings Review: Growth In Digital Subscriptions Offset By Declines In Print
The New York Times Company (NYSE:NYT) announced its first quarter earnings on Tuesday, May 3rd, reporting a 1% year on year (y-o-y) decline in its revenues, and a net loss of $13.6 million. The loss in the bottom line was caused by the shutdown ...
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NYT’s Q1 Earnings Likely To See Some Weakness On Account Of Print Media
The New York Times Company (NYSE:NYT) is set to report its first quarter earnings on Tuesday, May 3rd. The company grew its digital-only subscriptions by 20% y-o-y to 1.09 million in 2015, leading to a stabilization of its circulation revenues. ...
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How Much Of NYT’s Value Comes From Digital Subscriptions?
Revenue through digital subscriptions is responsible for 20% of The New York Times’ value. We expect the company to see significant growth in this revenue stream as the the number of digital subscribers increases due to the secular shift aw...
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How Important Is The Digital Advertising Business Becoming For NYT?
NYT is increasingly relying on its digital advertising business for its advertising revenues. This is mainly due to the secular trend away from print media in favor of digital. Below we discuss why NYT’s reliance on digital advertisements i...
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How Much Upside Can An Increase In Digital Subscribers Drive For NYT?
There could be a greater than 10% upside to our price estimate for NYT in the next few years if the number of digital subscribers rise at a faster than expected pace, owing to the industry-wide shift from print media to digital. The tables below ...
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What Can Drive A 10% Downside To NYT’s Stock In The Next 2 Years?
There could be almost a 10% downside to our price estimate for NYT in the next few years if U.S. print ad spending falls at a faster than expected pace, owing to the industry-wide shift from print to digital media. Moreover, there is a likelihood...
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How Is NYT Expected To Grow In The Next Five Years?
NYT’s revenues will likely experience a boost over the next few years as the company integrates its business digitally. It has undertaken a number of measures to grow its digital revenues by increasingly using new and innovative strategies ...
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What Drove NYT’s Revenue And EBITDA Growth In 2015?
The New York Times witnessed a 0.6% year-on-year (y-o-y) decline in its revenues in 2015, primarily due to lower print advertising revenues. On the other hand, the company’s expenses fell 5% y-o-y, owing to a reduction in severance pay and ...
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What Is NYT’s Fundamental Value Based On Expected 2016 Results?
Have more questions about NYT? See the links below: What’s NYT’s Revenue And Gross Margin Breakdown In Terms Of Operating Segments? How Has NYT’s Revenue Composition Changed Over The Past 5 Years? How Has NYT’s Revenue ...
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How Has NYT’s Revenue And EBITDA Changed In The Last Five Years?
NYT’s revenue grew by a meager 1% over the last five years, due to the industry-wide shift from print circulation and advertisement to digital. On the other hand, operating expenses declined 13% in the last five years, owing to lower sellin...
