NASDAQ$NWSA

News Corp · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

News Corp's Q4 2024 revenues increased driven by growth in Digital Real Estate Services, Book Publishing, and Dow Jones, with net income significantly improved.

News Corp reported a 6% increase in fourth-quarter revenues to $2.58 billion, driven by strong performance in Digital Real Estate Services, Book Publishing, and Dow Jones segments. Net income improved to $71 million from a net loss of $(32) million in the prior year. Total Segment EBITDA reached $380 million, the highest for a fourth quarter since separation, with adjusted EPS at $0.17 compared to $0.14 in the prior year.

  • Fourth-quarter revenues increased by 6% to $2.58 billion, driven by growth in Digital Real Estate Services, Book Publishing, and Dow Jones.
  • Net income for the quarter was $71 million, a significant improvement from the prior year's net loss of $(32) million.
  • Total Segment EBITDA was the highest for a fourth quarter since separation, reaching $380 million.
  • Adjusted EPS for the quarter were $0.17, compared to $0.14 in the prior year.

Headline financials

Total Revenue

$2.58B

Previous: $2.43B+5.9%
EPS (adj)

$0.17

Previous: $0.14+21.4%
WSJ Digital-Only Subscriptions

3.8M

No prior period
WSJ Total Subscriptions

4.3M

No prior period
Barron's Group Digital-Only Subscriptions

1.3M

No prior period
Barron's Group Total Subscriptions

1.4M

No prior period
Total Consumer Digital-Only Subscriptions

5.2M

Previous: 4.5M+15.9%
Total Consumer Subscriptions

5.8M

No prior period
Realtor.com Avg Monthly Unique Users

74.0M

No prior period
News Corp Australia Digital Subscribers

1.1M

No prior period
The Times & Sunday Times Digital Subscribers

594.0K

No prior period
The Sun Global Monthly Unique Users

112.0M

No prior period
New York Post Digital Network Unique Users

117.0M

No prior period
Capital Expenditures

-$143M

Previous: $149M-196.0%
Net Income

$71M

Previous: -$32M+321.9%
Operating Income

$110M

Previous: -$17M+747.1%
Gross Profit

$1.12B

Previous: $982M+14.5%

Revenue & EPS history

News Corp · Revenue · Quarterly

$2.58B

Q4 2024+5.9%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

News Corp · $1.61B total across 3 segments · Q1 2024

  • News Media
    $548M-0.9%
  • Dow Jones
    $537M+4.3%
  • Book Publishing
    $525M+7.8%

Forward guidance

News Corp's outlook includes both positive and negative factors influencing its future performance.

Tailwinds

  • Landmark agreement with OpenAI expected to be lucrative.
  • Focus on maximizing returns for shareholders.
  • Core pillars of growth - Book Publishing, Digital Real Estate Services and Dow Jones - show increasing profitability.
  • Confident in the Company’s long-term prospects.
  • Evaluating options for the Foxtel Group business.

Headwinds

  • Legal steps against AI aggressors confiscating content.
  • Lower advertising and circulation and subscription revenues at the News Media segment.
  • Hubbl launch costs impacting Subscription Video Services segment.
  • Challenging housing market conditions in the U.S. affecting Move.
  • Foreign currency fluctuations negatively impacting revenues.

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 Q4 2024

Historical avgQ4 2024

+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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