NYSE$NYT

The New York Times Co · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

NYT's Q2 2024 was marked by subscriber growth, ARPU increase, and digital advertising revenue gains.

The New York Times Company reported a strong second quarter in 2024, with significant growth in digital-only subscribers, increased digital ARPU, and higher digital advertising revenues. The company's operating profit also saw a substantial increase, driven by growth in digital subscriptions.

  • Added approximately 300,000 net digital-only subscribers compared to Q1 2024.
  • Total digital-only ARPU increased 2.1 percent year-over-year to $9.34.
  • Digital subscription revenues increased 12.9 percent year-over-year.
  • Digital advertising revenues increased 7.8 percent year-over-year.

Headline financials

Total Revenue

$625M

Previous: $591M+5.8%
EPS

$0.40

Previous: $0.38+5.3%
Digital-only subscriber net adds

300.0K

No prior period
Capital Expenditures

-$14.1M

Previous: -$10.8M-30.2%
Free Cash Flow

$51.5M

Previous: $35.8M+43.9%
Net Income

$65.5M

Previous: $46.6M+40.7%
Operating Income

$79.4M

Previous: $55.8M+42.4%
Gross Profit

-$343M

Previous: $55.8M-715.5%
R&D Expense

$62.2M

No prior period
Stock-Based Comp

$17M

Previous: $13.3M+28.5%

Revenue & EPS history

NYT · Revenue · Quarterly

$625M

Q2 2024+5.8%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

NYT · $399M total across 3 segments · Q3 2023

  • Digital-only subscription
    $282M+15.7%
  • Digital advertising
    $75M+6.7%
  • Print advertising
    $42.1M+4.8%

Forward guidance

The New York Times Company provided guidance for the third quarter of 2024, with expectations for revenue and adjusted operating costs compared to the third quarter of 2023.

Tailwinds

  • Digital-only subscription revenues are expected to increase by 12-15%.
  • Total subscription revenues are expected to increase by 7-9%.
  • Digital advertising revenues are expected to increase in the high-single-digits.
  • Total advertising revenues are expected to be flat to increase in the low-single-digits.
  • Other revenue is expected to increase by 9-11%.

Headwinds

  • Adjusted operating costs are expected to increase by 5-6%.
  • Depreciation and amortization are expected to be approximately $80 million on a pre-tax basis in 2024.
  • Interest income and other, net, are expected to be approximately $35 million on a pre-tax basis in 2024.
  • Capital expenditures are expected to be approximately $40 million in 2024.
  • No specific negative expectations were explicitly outlined beyond cost increases.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.8%

Avg return

30 days after

43%

29 / 68 earnings

Positive

+17.1%

Q1 2017

Best reaction

-23.1%

Q3 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.8%+0.0%-0.5%
Q4 2025-6.3%-4.9%+11.4%
Q3 2025-0.3%+8.4%+12.1%
Q1 2025-0.1%+3.0%+6.0%
Q4 2024-11.9%-11.9%-11.9%
Q3 2024-6.3%-1.0%-3.9%
Q2 2024+3.0%+3.3%+1.6%
Q1 2024+3.8%+3.9%+8.7%
Q4 2023-9.9%-8.7%-10.8%
Q3 2023+3.6%+4.4%+12.2%
Q2 2023+7.5%+8.6%+9.3%
Q1 2023-7.7%-6.5%-6.0%
Q4 2022+9.3%+7.4%-0.6%
Q3 2022+12.5%+16.2%+21.5%
Q2 2022-0.9%-0.5%-1.6%
Q1 2022-7.8%-13.8%-11.8%
Q4 2021+0.8%-1.4%+11.5%
Q3 2021-8.2%-11.4%-14.9%
Q2 2021+8.6%+9.8%+19.7%
Q1 2021-1.2%-0.2%-6.8%
Q4 2020-0.6%-2.7%-0.8%
Q3 2020-4.6%-7.6%+14.0%
Q2 2020-0.7%-4.9%-7.4%
Q1 2020+5.2%+8.2%+24.3%
Q4 2019+9.4%+13.0%+9.6%
Q3 2019-5.4%-2.3%+1.3%
Q2 2019-14.4%-20.2%-14.7%
Q1 2019+5.9%-0.5%-1.1%
Q4 2018+13.7%+16.1%+23.9%
Q3 2018+5.4%+2.0%+1.6%
Q2 2018-6.0%-6.4%-6.0%
Q1 2018-0.9%-0.9%+0.0%
Q4 2017+8.8%+9.0%+11.7%
Q3 2017-6.5%-9.4%-2.4%
Q2 2017+5.2%+4.1%-0.5%
Q1 2017+17.1%+18.9%+23.1%
Q4 2016+5.9%+8.1%+7.7%
Q3 2016-0.9%+1.8%+17.4%
Q2 2016+1.5%-0.1%+2.0%
Q1 2016-4.3%
Q4 2015-2.3%
Q3 2015+1.8%
Q2 2015+0.0%
Q1 2015+6.2%
Q4 2014+9.2%
Q3 2014-4.2%
Q2 2014-9.3%
Q1 2014-1.6%
Q4 2013+4.2%
Q3 2013-0.3%
Q2 2013-2.1%
Q1 2013-0.9%
Q4 2012+5.2%
Q3 2012-23.1%
Q2 2012+9.3%
Q1 2012-2.0%
Q2 2011+0.8%
Q4 2011+0.8%
Q3 2011-0.8%
Q1 2011+0.0%
Q1 2010+0.0%
Q2 2010-7.3%
Q4 2008-7.3%
Q4 2010-7.3%
Q3 2010+0.5%
Q3 2009+0.5%
Q2 2009-3.4%
Q4 2009-3.4%

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