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Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Craig Huber | Huber Research Partners | 9 (44%) |
| Entcho Raykovski | Evans & Partners | 9 (11%) |
| David Karnovsky | JPMorgan | 8 (13%) |
| David Joyce | Seaport Research Partners | 7 (0%) |
| Kane Hannan | Goldman Sachs | 5 (0%) |
| Alan Gould | Loop Capital | 3 (0%) |
| Brian Han | Morningstar | 3 (0%) |
| Evan Karatzas | UBS | 3 (0%) |
| David Fabris | Macquarie | 3 (0%) |
| Ailsa Lei | UBS | 3 (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 | 9 (11%) |
| Huber Research Partners | 1 | 9 (44%) |
| JPMorgan | 1 | 8 (13%) |
| UBS | 3 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.10B | +3.2% | $0.21 | +301.5% | 15.6% | 5.7% | $-31M |
| FY2025 Q2 | $2.24B | +4.8% | $0.38 | +40.7% | 21.5% | 9.6% | $242M |
| FY2025 Q3 | $2.01B | +0.8% | $0.18 | +244.2% | 14.6% |
| 7 (0%) |
| Seaport Research Partners | 1 | 7 (0%) |
| Goldman Sachs | 1 | 5 (0%) |
| Macquarie | 1 | 3 (0%) |
| Morningstar | 1 | 3 (0%) |
| 5.1% |
| $485M |
| FY2025 Q4 | $2.11B | +0.8% | $0.05 | -45.6% | 14.8% | 1.3% | $31M |
| FY2026 Q1 | $2.14B | +2.3% | $0.20 | -4.8% | 10.4% | 5.2% | $-1M |
| FY2026 Q2 | $2.36B | +5.5% | $0.34 | -10.5% | 17.1% | 8.2% | $131M |
| FY2026 Q3 | $2.19B | +8.8% | $0.16 | -11.1% | 10.0% | 4.1% | $399M |
| FY2026 Q4 | $2.34B | +10.8% | $0.33 | +594.7% | 7.8% | 7.7% | $539M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 | Pricing | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 2 | 1 | 2 | 1 | |||
| 2025Q2 | 5 | 3 | 2 | 1 | 1 | |||
| 2025Q3 | 2 | 2 | 1 | 1 | 2 | 2 | 1 | |
| 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 | |||
| Pricing | 1 | 2 | 1 | 1 | |||
| M&A | 1 | 1 | 1 | 1 | 1 |
What NWS and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are also heartened by the release of the Remarkably Bright Creature movie on Netflix this week and by releases from the gifted Sarah A. Parker and the inimitable Dana Perino.”
A Netflix movie adaptation of a HarperCollins title (Remarkably Bright Creatures) supports News Corp's book-publishing demand.
“In Q3, realtor.com averaged 5.3 visits per unique user compared to only 3.5 visits at Zillow, 2.9 visits at Redfin and 1.9 visits at Homes.com.”
News Corp cited Comscore data showing realtor.com with far higher visits per user than CoStar's Homes.com, a competitive read-through on the portal.
“In Q3, realtor.com averaged 5.3 visits per unique user compared to only 3.5 visits at Zillow, 2.9 visits at Redfin and 1.9 visits at Homes.com.”
News Corp cited Comscore data showing realtor.com with higher visits per user than Redfin, a competitive read-through in the real-estate portal market.
“In Q3, realtor.com averaged 5.3 visits per unique user compared to only 3.5 visits at Zillow, 2.9 visits at Redfin and 1.9 visits at Homes.com.”
News Corp cited Comscore data showing realtor.com with higher visits per user than Zillow, a competitive read-through in the real-estate portal market.
“as for the perplexing -- perplexity, we are now not the only media company that has brought an action.”
News Corp has brought legal action against Perplexity over content use and notes other media companies have now done the same.
“Bloomberg, for example, buying Dow Jones AI rights, the $1.5 billion Anthropic settlement, the OpenAI partnership, the Meta agreement and various other negotiations.”
Bloomberg is buying Dow Jones AI rights, one of several content-licensing deals News Corp cited as monetizing its IP for AI.
“We also expect to receive our fair share of the proceeds of the $1.5 billion settlement with Anthropic starting later this calendar year, an outcome which asserts the integrity of intellectual property and benefits authors and book publishers.”
News Corp expects to receive a share of the $1.5 billion Anthropic copyright settlement starting later this year, a read-through on Anthropic's IP-liability exposure.
“Realtor.com has also just partnered with our friends at OpenAI to take advantage of their AI expertise in improving the experience for sellers, buyers and realtors.”
News Corp's realtor.com partnered with OpenAI to use its AI expertise to improve the experience for sellers, buyers and realtors.
“We are an AI inputs company, and that fact was reflected in our recent deal with Meta, which complements our partnership with OpenAI.”
News Corp signed a content-licensing deal with Meta (complementing its OpenAI partnership), positioning its journalism and archive as an AI input.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NWS News Corp (Class B) | 7 | +8.8% | |
| DIS The Walt Disney Company | 6 | +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% | |
| ROKU Roku, Inc. | 9 | +22.4% | |
| TKO TKO Group Holdings | 7 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -1.0% |