The New York Times Company is expected to report Q2 2026 revenue of $748.0 million and earnings of $0.67 per share, with its current stock price of $75.46 sitting below the average analyst price target of $83.29.
Investors are primarily focused on digital-only subscription revenue growth, which management has guided to increase between 14% and 17% year-over-year for the second quarter.
The company’s successful "bundle" strategy, integrating news with lifestyle products like Games, Cooking, and The Athletic, continues to boost subscriber retention and average revenue per user (ARPU).
Despite a strong 32% surge in digital advertising last quarter, analysts will watch if this momentum can sufficiently offset the persistent secular declines in the company’s legacy print operations.