The New York Times Company is expected to report Q1 2026 revenue of approximately $700.07 million and earnings of $0.49 per share, with the current stock price of $78.72 trading slightly above the analyst consensus target of $72.50.
Investors are primarily focused on digital-only subscriber growth and the continued adoption of the multi-product bundle across News, Games, Cooking, and The Athletic.
The company enters the quarter with strong momentum after fiscal 2025 digital revenue topped $2 billion and total subscribers reached 12.8 million. Analysts are also watching for updates on the Amazon generative AI licensing deal and progress in scaling video production to drive long-term engagement and ARPU expansion.