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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we're utilizing AI with our new sentiment indicator data sets including Reddit, Dow Jones and [indiscernible] Polymarket, with Google and Meta AI models helping to process these data sets and identify patterns.”
ICE is licensing Dow Jones (News Corp) data as an input to new AI-processed sentiment-indicator data products.
“It's worth knowing that REA Group in Australia and Realtor.com in the U.S. share common ownership under News Corp and the Murdoch family.”
CoStar noted Realtor.com and REA Group share common News Corp/Murdoch ownership, and speculated a Realtor.com CEO move to Australia could mean leadership change at both rivals simultaneously.
“We have a long-standing partnership with News Corp, for example, and The New York Post has been one of the pioneers of OpenPath, and they've seen a 97% boost in their programmatic display revenue as a result.”
News Corp's New York Post, an OpenPath pioneer, saw a 97% boost in programmatic display revenue, evidencing value from the TTD publisher partnership.
“110 million unique visitors is nearly double realtor.com's 62 million average monthly unique visitors that News Corp reported for the same quarter recently.”
CoStar contrasts Homes.com's traffic growth favorably against News Corp's realtor.com, framing realtor.com as losing ground despite a 30-year head start.
“Realtor continued to gain audience share with visits to its properties reaching 29% of total visits to all real estate portals in quarter 2, more than triple that of homes.com and double that of Redfin, while narrowing the gap versus Zillow.”
Realtor.com is narrowing the audience-share gap versus market leader Zillow, a competitive read-through in real estate portals.
“Realtor continued to gain audience share with visits to its properties reaching 29% of total visits to all real estate portals in quarter 2, more than triple that of homes.com and double that of Redfin, while narrowing the gap versus Zillow.”
Realtor.com reports double the visits of Redfin, a competitive comparison among real estate portals.
| Analyst | Firm | Questions (Challenge)Percentage 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 Karnovsky | JPMorgan |
“Realtor continued to gain audience share with visits to its properties reaching 29% of total visits to all real estate portals in quarter 2, more than triple that of homes.com and double that of Redfin, while narrowing the gap versus Zillow.”
News Corp positions Realtor.com's engagement well ahead of CoStar's Homes.com, a competitive read-through in residential real estate portals.
“we anticipate a Bridgerton boost with the recent premiere of Season 4 on Netflix”
News Corp expects the Netflix premiere of Bridgerton Season 4 to boost related HarperCollins book sales, an IP read-through tied to Netflix's content slate.
“we have a partnership with OpenAI, whose expertise will enhance our editorial business and real estate products, while our editorial will enhance OpenAI products.”
News Corp has a content-and-technology partnership with OpenAI spanning editorial and real estate products.
“including an expanded deal with Bloomberg for AI rights for our peerless Dow Jones content.”
Bloomberg expanded its deal to license Dow Jones content for AI, a content-licensing customer read-through generating incremental revenue for News Corp.
“We recently announced a partnership with Polymarket that will selectively bring data to users across the Wall Street Journal, Barron's, MarketWatch and Investor's Business Daily.”
News Corp partnered with Polymarket to bring prediction-market data to its Dow Jones consumer titles.
“Anthropic has already agreed to pay $1.5 billion for using pirated books.”
Anthropic agreed to a $1.5B payout for using pirated books, and News Corp expects HarperCollins and its authors to receive a share, a read-through on AI content-licensing liabilities.
“We also note that Moody's, which only recently upgraded our rating, has put our outlook on positive, reflecting the sturdiness of our balance sheet and our strong operating performance.”
Moody's placed News Corp's outlook on positive following a recent upgrade, a rating agency action reflecting News Corp's balance sheet strength.
“a $13 million receivable write-off relating to the expected closure of Baker & Taylor, a distributor focused predominantly on the library channel.”
HarperCollins wrote off a receivable tied to the expected closure of book distributor Baker & Taylor, a negative signal for that library-channel distributor.
“the EBITDA included $12 million of deal-related costs for the proposed offer to acquire Rightmove, which was subsequently withdrawn.”
REA's withdrawn bid to acquire UK portal Rightmove left deal-related costs, a read-through that the takeover approach is off the table.
“Realtor has also gained audience share with total visits reaching over double that of Homes.com and that of Redfin, while narrowing the gap versus Zillow.”
Realtor.com reports total visits more than double Redfin's, a competitive read-through for Redfin's portal traffic.
| 6 (17%) |
| Dave Joyce | Seaport Research Partners | 6 (0%) |
| Kane Hannan | Goldman Sachs | 5 (0%) |
| Alan Gould | Loop Capital | 3 (0%) |
| Brian Han | Morningstar | 3 (0%) |
| Evan Karatzas | UBS | 3 (0%) |
| Dave Fabris | Macquarie | 3 (0%) |
| Ailsa Lei | UBS | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 delivered accelerating revenue growth of 6% to $2.4 billion with segment EBITDA expanding 9% to $521 million. Dow Jones posted a record quarter on multiple fronts, realtor.com grew 10% with lead improvement, and HarperCollins recovered with 6% revenue growth. The expanded buyback program continued executing, and AI content monetization advanced. News media advertising conditions remained challenging, and HarperCollins took an inventory write-off.
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% |