New York Times' first quarter 2026 revenue of $712M beat estimates, fueled by a 31.6% jump in digital advertising.

The New York Times Company reported first-quarter results that exceeded analyst expectations for both revenue and earnings per share. The company posted total revenues of $712.2 million, up 12.0% year-over-year, and diluted EPS of $0.54, an increase from $0.30 in the prior year.

Key Highlights

• Digital advertising revenue showed significant acceleration, increasing 31.6 percent year-over-year to $93.3 million, which the company attributed to strong marketer demand and growth in advertising supply.
• Digital-only subscription revenue grew 16.1 percent to $389.0 million, with the company adding a net of 310,000 digital-only subscribers during the quarter.
• Profitability improved, with operating profit increasing 54.5 percent to $90.6 million and the adjusted operating profit margin expanding by 200 basis points to 16.6 percent.