NASDAQ$NWSA

News Corp · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

News Corp's financial performance decreased due to foreign currency fluctuations and challenging housing market conditions, but was partially offset by growth in Dow Jones and News Media segments.

News Corp reported a 2% decrease in revenues to $2.45 billion, impacted by foreign currency fluctuations and lower revenues in the Digital Real Estate Services segment. Net income decreased by 43% to $59 million, and adjusted EPS were $0.09 compared to $0.16 in the prior year. The company is implementing cost-cutting measures, expecting to achieve at least $160 million in annualized savings.

  • Revenues decreased by 2% to $2.45 billion, with adjusted revenues flat.
  • Net income decreased to $59 million, and EPS were $0.09.
  • Dow Jones segment revenues grew by 9%, driven by professional information business growth.
  • Foxtel Group exceeded 3 million total streaming subscribers, achieving the lowest broadcast churn since Fiscal 2016.

Headline financials

Total Revenue

$2.45B

Previous: $2.49B-1.8%
EPS (adj)

$0.09

Previous: $0.16-43.8%
Total Consumer Digital-Only Subscriptions

4.3M

Previous: 3.9M+10.3%
Capital Expenditures

-$350M

Previous: -$315M-11.1%
Free Cash Flow

$320M

Previous: $715M-55.2%
Net Income

$50M

Previous: $82M-39.0%
Operating Income

-$2.13B

Previous: -$2.13B+0.3%
Gross Profit

$1.16B

Previous: $1.25B-6.8%
Cash & Equivalents

$1.66B

Previous: $1.87B-11.0%
Total Assets

$17B

Previous: $17.4B-2.2%

Revenue & EPS history

News Corp · Revenue · Quarterly

$2.45B

Q3 2023-1.8%vs Q3 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

News Corp · $1.61B total across 3 segments · Q3 2023

  • News Media
    $563M-2.9%
  • Dow Jones
    $529M+8.6%
  • Book Publishing
    $515M+0.0%

Forward guidance

The Company now expects to achieve at least $160 million in annualized savings from the previously announced headcount reductions, up from the prior estimate.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.4%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+2.2%

Avg return

30 days after

57%

29 / 51 earnings

Positive

+13.2%

Q1 2021

Best reaction

-18.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-1.2%-1.4%+0.7%
Q2 2026-7.1%-4.1%+1.7%
Q1 2026+6.7%+6.9%+3.8%
Q3 2025-1.5%-0.7%-2.4%
Q2 2025-0.8%+2.3%-2.8%
Q1 2025+4.0%+1.3%+1.4%
Q4 2024+6.6%+5.8%+2.0%
Q3 2024+1.5%+4.3%+11.3%
Q2 2024+5.1%+5.6%+6.7%
Q1 2024-2.3%-2.1%+2.5%
Q4 2023+4.4%+2.8%+3.5%
Q3 2023+8.7%+10.3%+15.3%
Q2 2023-10.9%-9.9%-23.3%
Q1 2023-2.9%+8.0%+8.6%
Q4 2022+7.9%+10.7%-1.1%
Q3 2022-18.6%-15.7%-17.5%
Q2 2022+1.4%+2.1%-5.1%
Q1 2022+5.8%+1.7%-6.8%
Q4 2021+1.5%-0.2%-7.3%
Q3 2021+5.4%+5.8%+0.4%
Q2 2021+8.1%+11.8%+22.8%
Q1 2021+13.2%+20.2%+38.0%
Q4 2020+7.6%+12.0%+12.5%
Q3 2020+12.6%+9.5%+34.0%
Q2 2020+0.3%+0.3%-21.8%
Q1 2020-5.4%-3.2%-2.5%
Q4 2019+7.2%+9.8%+10.3%
Q3 2019+3.6%+0.9%+2.6%
Q2 2019-3.1%-4.0%-0.9%
Q1 2019+6.2%+3.2%-6.9%
Q4 2018-12.1%-9.6%-16.4%
Q3 2018-6.9%-4.4%-4.2%
Q2 2018-1.8%+1.0%+2.6%
Q1 2018+7.6%+8.0%+17.0%
Q4 2017-5.2%-6.1%-7.3%
Q3 2017-0.4%-0.6%+5.6%
Q2 2017+9.2%+7.6%+1.8%
Q1 2017-0.4%+1.9%-0.5%
Q4 2016+3.7%+5.3%+7.4%
Q3 2016+3.7%
Q2 2016-6.1%
Q1 2016-3.0%
Q4 2015+8.4%
Q3 2015-7.2%
Q2 2015+4.4%
Q1 2015+1.7%
Q4 2014-2.3%
Q3 2014+5.2%
Q2 2014+11.0%
Q1 2014-2.5%
Q4 2013-2.0%
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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