The New York Times Company (NYT) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and The New York Times Company published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. The New York Times Company reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• The New York Times Company has one reportable segment. The revenue split shown is its own breakdown by type of revenue.
• After Q4 2025 The Times stopped reporting digital-only subscribers and ARPU by category (bundle and multiproduct, news-only, other single-product), as its 2025 10-K said it would. It still reports the digital-only totals.
• Q3 2026 results include $3.8 million of pre-tax litigation costs from The Times's generative AI lawsuits, which it treats as a special item and excludes from adjusted figures.

Source: The New York Times Company Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How The New York Times Company splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• The New York Times Company's Subscription revenue was $548 million in Q3 2026, up 11% from $495 million in Q3 2025, 71% of total revenue.
• The New York Times Company's Advertising revenue was $143 million in Q3 2026, up 8% from $132 million in Q3 2025, 19% of total revenue.
• The New York Times Company's Affiliate, licensing and other revenue was $78.4 million in Q3 2026, up 6% from $73.9 million in Q3 2025, 10% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Each range compares the fourth quarter of 2026 with the fourth quarter of 2025.

In its Q3 2026 release, The New York Times Company said:

“Digital-only subscription revenues increase 12-15%”

“Total subscription revenues increase 9-11%”

“Digital advertising revenues increase high-single-to-low-double-digits”

“Adjusted operating costs increase 6-8%”

Source: New York Times Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the NYT forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenues and diluted EPS, each as first reported in that quarter's release.

The New York Times Company's next report is expected around February 3, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

Subscriptions are the largest part of The New York Times Company's revenue: $547.5 million of $768.5 million in Q3 2026. Digital-only subscriptions brought in $421.3 million, or 76.9% of subscription revenue, and print subscriptions $126.3 million. Advertising added $142.6 million and affiliate, licensing and other revenues $78.4 million. (New York Times Q3 2026 release, Nov 4, 2026; New York Times Form 10-Q, Q3 2026, Nov 4, 2026)

Digital-only subscription revenue covers bundled and standalone subscriptions to the news product, The Athletic, and the Audio, Cooking, Games and Wirecutter products. It rose 14.6% because of more digital-only subscribers and higher ARPU. The Times added about 420,000 net digital-only subscribers in the quarter, reaching about 13.22 million, and 13.76 million subscribers in total including print. (New York Times Q3 2026 release, Nov 4, 2026)

Digital-only ARPU was $9.93, up 1.4%, which The Times put down mainly to subscribers moving from promotional to higher prices and price increases on certain tenured subscribers. Print subscription revenue fell 0.7%, primarily on lower single-copy sales. (New York Times Q3 2026 release, Nov 4, 2026)

Digital advertising rose 12.0% to $109.9 million and was 77.1% of advertising revenue. The 10-Q breaks the $11.7 million increase into $9.1 million more display revenue from marketer demand and $2.6 million more non-display revenue from added advertising supply, mainly in audio and video. Print advertising fell 4.3% to $32.7 million. (New York Times Q3 2026 release, Nov 4, 2026; New York Times Form 10-Q, Q3 2026, Nov 4, 2026)

Affiliate, licensing and other revenues rose 6.2% on $3.3 million more licensing revenue and $1.0 million more Wirecutter affiliate referral revenue, which more than offset a shift in the timing of a partner's marketing promotion. Digital affiliate, licensing and other revenues were $54.4 million. (New York Times Form 10-Q, Q3 2026, Nov 4, 2026; New York Times Q3 2026 release, Nov 4, 2026)

The New York Times Company's diluted EPS was $0.60 in Q3 2026, up from $0.50, which it attributed primarily to higher operating profit. Adjusted diluted EPS was $0.68, against $0.59. The adjusted figure adds back amortization of acquired intangible assets ($0.04), severance ($0.01), non-operating retirement costs and special items, net of tax. (New York Times Q3 2026 release, Nov 4, 2026)

The quarter's special item was $3.8 million of pre-tax litigation costs, or $0.02 per share after tax, from lawsuits alleging that The Times's journalism was copied and used to develop generative AI products. A year earlier the special items were $2.4 million of those litigation costs and a $3.5 million impairment of a non-marketable equity investment. (New York Times Q3 2026 release, Nov 4, 2026)

Operating profit rose 16.4% to $121.9 million and the effective tax rate was 25.0%, against 24.4%. Diluted shares fell to 162.3 million from 164.4 million; The Times repurchased 1,158,652 Class A shares for about $79.1 million in the quarter, with about $146.0 million of authorization left as of October 30, 2026. The quarterly dividend was $0.23 a share, up from $0.18. (New York Times Q3 2026 release, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

The New York Times Company gives growth ranges for the coming quarter in its release, not dollar figures. For Q4 2026 against Q4 2025 it expects digital-only subscription revenues to rise 12% to 15%, total subscription revenues 9% to 11%, digital advertising revenues by high-single to low-double digits and adjusted operating costs 6% to 8%. (New York Times Q3 2026 release, Nov 4, 2026)

For full-year 2026 The Times expects depreciation and amortization of about $85 million, interest income and other of about $45 million to $50 million and capital expenditures of about $35 million to $40 million. Its 10-K sets an aim of 15 million total subscribers by year-end 2027. (New York Times Q3 2026 release, Nov 4, 2026; New York Times Form 10-K, 2025, Feb 27, 2026)

A consensus figure is the average of the models published by the analysts who cover The New York Times Company, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones The New York Times Company's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning NYT is on is NYT a buy or a sell?, what analysts expect next is on the NYT forecast, and what the company does is on the The New York Times Company (NYT) stock page.

Every number on this page can be traced to a document The New York Times Company published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.