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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Entcho Raykovski | Evans & Partners | 8 | 13% |
| Craig Huber | Huber Research Partners | 7 | 29% |
| Dave Joyce | Seaport Research Partners | 6 | 0% |
| Dave Karnovsky | JPMorgan | 6 | 17% |
| Kane Hannan | Goldman Sachs | 5 | 0% |
| Brian Han | Morningstar | 3 | 0% |
| Evan Karatzas | UBS | 3 | 0% |
| Alan Gould | Loop Capital | 3 | 0% |
| Dave Fabris | Macquarie | 3 | 0% |
| Ailsa Lei | UBS | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evans & Partners | 1 | 8 | 13% |
| Huber Research Partners | 1 | 7 | 29% |
| UBS | 3 | 6 | 0% |
| JPMorgan | 1 |
| 6 |
| 17% |
| Seaport Research Partners | 1 | 6 | 0% |
| Goldman Sachs | 1 | 5 | 0% |
| Macquarie | 1 | 3 | 0% |
| Morningstar | 1 | 3 | 0% |
News Corp posted its 12th consecutive quarter of EBITDA growth, with total revenue rising 9% to $2.2 billion and segment EBITDA surging 18% to $343 million. Dow Jones achieved its 13th consecutive quarter of EBITDA growth and set a $1 billion annual EBITDA target within five years. Realtor.com grew 10% despite housing headwinds, and HarperCollins delivered strong 14% EBITDA growth. AI content monetization expanded with Meta and OpenAI deals. News media EBITDA declined from the California Post launch.
Revenue Growth | Capital Allocation | Margin | Cloud & AI | Capex Investment | Subscriber Growth | M&A | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 2 | 1 | 2 | 1 | |||
| 2025Q2 | 5 | 3 | 2 | 1 | 1 | |||
| 2025Q3 | 2 | 2 | 1 | 1 | 2 | 1 | 2 | |
| 2025Q4 | 3 | 2 | 1 | 1 | 1 | 1 | 1 | |
| 2026Q1 | 3 | 2 | 1 | 1 | ||||
| 2026Q2 | 3 | 2 | 2 | 1 | 1 | 1 | ||
| 2026Q3 | 3 | 4 | 2 | 2 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 5 | 2 | 3 | 3 | 3 | |
| Capital Allocation | 2 | 3 | 2 | 2 | 2 | 3 | |
| Margin | 1 | 2 | 1 | 1 | 1 | 4 | |
| Cloud & AI | 2 | 1 | 2 | 2 | |||
| Capex Investment | 1 | 1 | 2 | 2 | |||
| Subscriber Growth | 1 | 2 | 1 | 1 | |||
| M&A | 1 | 1 | 1 | 1 | 1 | ||
| Pricing | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NWS News Corp (Class B) | 7 | +8.8% | |
| DIS The Walt Disney Company | 7 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| PSKY Paramount Skydance Corp | 6 | +2.2% | |
| TKO TKO Group Holdings | 8 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |