NWS

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Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at News Corp (NASDAQ:NWSA) and its peers. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Media companies create, aggregate, and distribute content—including news, entertainment, and advertising—across television, print, digital, and out-of-home channels. Tailwinds include growing digital advertising budgets, content licensing opportunities, and global audience expansion through streaming and social platforms. Headwinds are substantial: traditional advertising revenue from print and linear TV continues its structural decline as audiences migrate to digital alternatives. Content creation costs are escalating amid intense competition for talent and intellectual property. Media fragmentation makes it difficult to build sustainable audience scale, while AI-generated content threatens to commoditize production and disrupt established business models. The 7 consumer discretionary - media stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.9%. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. Established in 2013 after a restructuring, News Corp (NASDAQ:NWSA) is a multinational conglomerate known for its news publishing, broadcasting, digital media, and book publishing. News Corp reported revenues of $2.19 billion, up 8.8% year on year. This print exceeded analysts’ expectations by 3.4%. Overall, it was a strong quarter for the company with a solid beat of analysts’ revenue and EPS estimates. The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $26.84. Is now the time to buy News Corp? Access our full analysis of the earnings r...

First-quarter down payment in the US reached its lowest level since 2021 as the housing market slowl

News Corp’s first quarter reflected ongoing momentum in its core segments, with management attributing performance to strategic investments in Dow Jones, Digital Real Estate Services, and Book Publishing. CEO Robert Thomson highlighted that these divisions delivered double-digit profit growth, supported by strong results in risk and compliance, energy, and digital publishing. Despite these gains, management noted that market volatility, persistent high interest rates, and geopolitical uncertainty remained challenging. In particular, the company pointed to evolving trends in digital content licensing and the impact of new product launches, such as California Post, as important factors shaping quarterly results. Is now the time to buy NWSA? Find out in our full research report (it’s free). Revenue: $2.19 billion vs analyst estimates of $2.11 billion (8.8% year-on-year growth, 3.4% beat) Adjusted EPS: $0.21 vs analyst estimates of $0.20 (5.5% beat) Adjusted EBITDA: $343 million vs analyst estimates of $329.9 million (15.7% margin, 4% beat) Operating Margin: 10.1%, up from 8.8% in the same quarter last year Market Capitalization: $15.31 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ailsa Lei (UBS) asked about balancing investment in Dow Jones Energy benchmarks with returns. CEO Robert Thomson explained that the company weighs investment carefully, noting high margins in Professional Information and positive trends in risk and compliance. David Karnovsky (JPMorgan) questioned potential uplift from a housing recovery at realtor.com. Thomson responded that the platform is well positioned to benefit from any market rebound, given its current outperformance and focus on premium listings. David Joyce (Seaport Research) inquired about future product extensions in risk and compliance. Thomson and CFO Lavanya Chandrashekar said the company sees continued growth opportunities both organically and through targeted acquisitions, especially internationally and in non-financial sectors. Entcho Raykovski (Evans & Partners) sought clarity on the scale of AI partnership revenues. Thomson declined to specify figures but emphasi...

Shareholders appeared unconcerned with News Corporation's (NASDAQ:NWSA) lackluster earnings report last week. We think that the softer headline numbers might be getting counterbalanced by some positive underlying factors. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. For anyone who wants to understand News' profit beyond the statutory numbers, it's important to note that during the last twelve months statutory profit was reduced by US$193m due to unusual items. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect News to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from News' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think News' earnings potential is at least as good as it seems, and maybe even better! Better yet, its EPS are growing strongly, which is nice to see. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. Obviously, we love to consider the historical data to inform our opinion of a company. But it can be really valuable to consider what other analysts are forecasting. Luckily, you can check out what analysts are forecasting by clicking here. This note has only looked at a single factor that sheds light on the nature of News' profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Ha...

Image source: The Motley Fool. Thursday, May 7, 2026, at 5 p.m. ET Chief Executive Officer — Robert Thomson Chief Financial Officer — Lavanya Chandrashekar Senior Vice President, Head of Investor Relations — Michael Florin Need a quote from a Motley Fool analyst? Email [email protected] Robert Thomson: Thank you, Mike. News Corp has again delivered resounding results this quarter, indeed marking the 12th straight quarter of profitability growth on a continuing operations basis. For the third quarter of fiscal 2026, our total revenue rose 9% to $2.2 billion, while total segment EBITDA increased a handsome 18% to $343 million, and the overall margin expanded from 14.4% to 15.7%. Net income from continuing operations rose 13%, whilst both EPS and adjusted EPS were notably higher. Our third quarter results reflect a continuation of the positive trends that emerged in the first half, and we remain on track for another record fiscal year of profitability given the strength seen thus far in the fourth quarter. The robust free cash flow and strong cash position have provided much optionality in maximizing long-term shareholder value. Given our firm belief that the current share price does not reflect the intrinsic value of the company or its prospects, we have continued to execute our enhanced buyback program at an accelerated rate. In assessing our overall performance, the results reflect the ongoing transformation of the company and its ability to prosper in circumstances which are not particularly auspicious. Interest rates remain rather high and the conflict in the Middle East has exacerbated uncertainty. And yet that conflict has also highlighted the importance of our News and Intelligence businesses, both socially and commercially. The increased profits are driven by the three sectors on which we have focused our strategic investment: Dow Jones, Digital Real Estate Services and Book Publishing, all of which reported double-digit increases in profit this quarter, and we believe they have much positive momentum. Our confidence comes as the world is grappling with the potential impact of AI. We are an AI inputs company, and that fact was reflected in our recent deal with Meta, which complements our partnership with OpenAI. We are negotiating several further deals with companies who recognize the preciousness of our provenance and which should have a positive impact on...

FISCAL 2026 THIRD QUARTER KEY FINANCIAL HIGHLIGHTS Third quarter revenues were $2.19 billion, a 9% increase compared to $2.01 billion in the prior year, driven by growth at the Digital Real Estate Services, Dow Jones and Book Publishing segments. Net income from continuing operations in the quarter was $121 million, a 13% increase compared to $107 million in the prior year. Third quarter Total Segment EBITDA was $343 million, an 18% increase compared to $290 million in the prior year. For the quarter, reported EPS from continuing operations were $0.16 as compared to $0.14 in the prior year - Adjusted EPS were $0.21 compared to $0.17 in the prior year. Dow Jones revenues for the quarter were $619 million, an 8% increase compared to the prior year, underpinned by 19% growth at Risk & Compliance, 12% growth at Dow Jones Energy and 13% growth in digital advertising revenues. Revenues at Move, operator of Realtor.com®, were $148 million, a 10% increase from the prior year, driven by premium offerings and expansion in growth adjacencies. REA Group posted strong results for the quarter, growing revenues 20% to $325 million, driven by positive foreign exchange impacts and continued strong Australian residential performance. Book Publishing revenues grew 8% for the quarter to $555 million, led by strong sales of Rachel Reid’s Game Changers related to the release of the Heated Rivalry streaming series. NEW YORK, May 07, 2026--(BUSINESS WIRE)--News Corporation ("News Corp" or the "Company") (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV) today reported financial results for the three months ended March 31, 2026. Commenting on the results, Chief Executive Robert Thomson said: "News Corp has again delivered resounding results this quarter, and we remain on track for another year of record profitability given the strength seen thus far in the fourth quarter. For the third quarter of fiscal 2026, our total revenue rose 9 percent to $2.2 billion, while net income from continuing operations rose 13 percent to $121 million and Total Segment EBITDA increased a robust 18 percent to $343 million. Both EPS and Adjusted EPS were also notably higher. The third quarter was compelling evidence of the transformation of our business, and demonstrated the robustness of our core growth engines, which we expect will propel us towards a strong fiscal finish. Given our firm belief that the current sha...

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from Bloomberg Billionaire Duke of Westminster to Sell £700 Million of US Real Estate Assets US Has Opened a Passage Through Hormuz, Central Command Says DOJ Plans Intervention in Trump Supreme Court Carroll Appeal China Asks Banks to Pause New Loans to US-Sanctioned Refiner Sony to Pay Almost $4 Billion for Bieber, Neil Young Catalog The chance arrives when CoreWeave reports earnings after the bell on Thursday. Recent results from the biggest AI spenders like Alphabet Inc. and Meta Platforms Inc. made it clear that the need for computing power is insatiable as capital expenditures continue to rise. Considering the company rents access to AI infrastructure featuring the latest chips from Nvidia Corp., that plays right into its hands. “There is an insane amount of demand for AI compute,” said Tejas Dessai, director of thematic research at Global X ETFs. “The backdrop is extremely positive for CoreWeave.” Investors will be closely monitoring CoreWeave’s revenue acceleration, its outlook for the rest of the year and its backlog heading into 2027, he said. The stock is up 78% this year and a stunning 218% since the Livingston, New Jersey-based company went public in March 2025. The latest rally got going roughly a month ago as investors regained faith in the AI trade and CoreWeave announced deals with Meta, Anthropic PBC and Jane Street Group in quick succession. CoreWeave shares were down as much as 9.1% in intraday trading Thursday after rallying 7.9% on Wednesday. Of the 36 analysts tracked by Bloomberg who follow CoreWeave, 23 have buy ratings on the stock and only two have sells. But their average 12-month price target of $131 is below where the shares closed Wednesday, even though it’s been rising over the past six months. Wall Street expects the company to report revenue of nearly $2 billion in the first quarter, twice what it posted a year ago, and a loss of $1.20 per share, which would be an improvement from a loss of $1.49 a share in the first quarter of 2025. CoreWeave’s revenue backlog was nearly $67 billion as of Dec. 31, and the recent deals should raise its remaining performance obligati...

Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Chief Executive Officer — Robert Thomson Chief Financial Officer — Lavanya Chandrashekar SVP, Head of Investor Relations — Michael Florin Robert Thomson: News Corporation has again delivered resounding results this quarter, marking the twelfth straight quarter of profitability growth on a continuing operations basis. For the quarter, our total revenue rose 9% to $2.2 billion, while total segment EBITDA increased 18% to $343 million, and the overall margin expanded from 14.4% to 15.7%. Net income from continuing operations rose 13%, whilst both EPS and adjusted EPS were notably higher. Our third quarter results reflect a continuation of the positive trends that emerged in the first half, and we remain on track for another record fiscal year of profitability given the strength seen thus far in the fourth quarter. The robust free cash flow and strong cash position have provided much optionality in maximizing long-term shareholder value. Given our firm belief that the current share price does not reflect the intrinsic value of the company or its prospects, we have continued to execute our enhanced buyback program at an accelerated rate. In assessing our overall performance, the results reflect the ongoing company and its ability to prosper in circumstances which are not particularly auspicious. Interest rates remain rather high and the conflict in the Middle East has exacerbated uncertainty, and yet that conflict has also highlighted the importance of our news and intelligence businesses, both socially and commercially. The increased profits are driven by the three sectors on which we have focused our strategic investment: Dow Jones, Digital Real Estate Services, and Book Publishing, all of which reported double-digit increases in profit this quarter, and we believe they have much positive momentum. Our confidence comes as the world is grappling with the potential impact of AI. We are an AI inputs company, and that fact was reflected in our recent deal with Meta, which complements our partnership with OpenAI. We are negotiating several further deals with companies who recognize the preciousness of our provenance and which should have a positive impact on our revenue and profitability. We also expect to receive our fair share of proceeds of the $1.5 billion settlement with Anthropic, starting later...

News Corporation NWSA reported third-quarter fiscal 2026 earnings of 21 cents per share on an adjusted basis, which surpassed the Zacks Consensus Estimate by 31.3% and increased 23.5% year over year. Revenues of $2.19 billion increased 8.8% year over year and exceeded the consensus mark by 4.4%. The year-over-year rise was driven by growth across the Dow Jones, Digital Real Estate Services and Book Publishing segments. News Corporation price-consensus-eps-surprise-chart | News Corporation Quote Adjusted revenues (which exclude the impacts of foreign currency, acquisitions and divestitures) increased 4% year over year. Total segment EBITDA rose 18% year over year to $343 million, marking News Corporation's 12th consecutive quarter of year-over-year total segment EBITDA growth on a continuing operations basis. EBITDA margin expanded 130 basis points to 15.7%, from 14.4% in the prior year. NWSA's three core growth pillars — Dow Jones, Digital Real Estate Services and Book Publishing — collectively generated 17% segment EBITDA growth in the fiscal third quarter, accelerating from the rate recorded in the second quarter. Revenues in the Digital Real Estate Services segment increased 17% year over year to $473 million, driven by robust growth at both REA Group and Move. Adjusted revenues and adjusted segment EBITDA increased 8% and 16% year over year, respectively. Segment EBITDA surged 25% to $155 million, with margin widening from 30.5% to 32.8%. Revenues at Move, operator of Realtor.com, increased 10% year over year to $148 million, driven primarily by higher sales of RealPRO Select as Move shifts its focus to more premium offerings with higher revenues per lead and revenue growth in seller, new homes and rentals. Based on Move's internal data, average monthly unique users of Realtor.com's web and mobile sites for the fiscal third quarter were 66 million, flat year over year. Lead volume rose 6% year over year. Realtor.com averaged 5.3 visits per unique user in the third quarter compared with 3.5 at Zillow, 2.9 at Redfin and 1.9 at Homes.com, with overall visit share standing at 31% of total real estate portal visits, improving from 29% in the second quarter. Realtor.com also launched its app within ChatGPT and partnered with OpenAI to enhance the experience for sellers, buyers and realtors through AI-powered search and discovery tools. REA Group revenues rose...

Interested in News Corporation? Here are five stocks we like better. Strong Q3 results: Revenue rose 9% to $2.2 billion and total segment EBITDA increased 18% to $343 million (margin 15.7% vs. 14.4% a year earlier), driving a 13% rise in net income and higher EPS/adjusted EPS in the company’s 12th straight quarter of profitability growth. AI licensing and IP strategy: News Corp is positioning itself as an “AI inputs company” with deals with Meta and OpenAI, ongoing negotiations with other AI firms, expected proceeds from a $1.5 billion Anthropic settlement later in the year, and active IP enforcement and litigation (e.g., Perplexity) over scraped content. Capital allocation and segment drivers: The company repurchased $193 million of stock in the quarter ($459 million fiscal YTD) funded by strong free cash flow and a Foxtel loan repayment, while Dow Jones, Digital Real Estate Services (Realtor.com, REA) and Book Publishing each delivered double‑digit profit growth, with Realtor.com revenue up 10% and REA up 20%. News (NASDAQ:NWS) reported fiscal third-quarter 2026 results that Chief Executive Robert Thomson described as the company’s “12th straight quarter of profitability growth on a continuing operations basis,” citing higher revenue, expanding margins and profit gains across several core businesses. For the quarter, Thomson said total revenue rose 9% to $2.2 billion and total segment EBITDA increased 18% to $343 million, with the overall margin expanding to 15.7% from 14.4% a year earlier. Net income from continuing operations rose 13%, he said, and both EPS and adjusted EPS increased. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Chief Financial Officer Lavanya Chandrashekar added that on an adjusted basis, revenue increased 4% and total segment EBITDA grew 13%. Earnings from continuing operations were $0.16 per share compared with $0.14 in the prior year, while adjusted EPS was $0.21 versus $0.17. Management emphasized share repurchases, with Thomson saying strong free cash flow and cash balances have provided “much optionality” and that the company believes its share price does not reflect intrinsic value. Chandrashekar said News Corp repurchased $193 million in shares during the quarter, up from $172 million in the second quarter, bringing fiscal year-to-date repurchases to $459 million. → Light Speed Returns: Corning Cashes In on...

News Corp. (NWSA) reported $2.19 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 8.8%. EPS of $0.21 for the same period compares to $0.17 a year ago. The reported revenue represents a surprise of +4.42% over the Zacks Consensus Estimate of $2.09 billion. With the consensus EPS estimate being $0.16, the EPS surprise was +31.25%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how News Corp. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues by Product (GAAP)- Dow Jones: $619 million compared to the $604.36 million average estimate based on two analysts. The reported number represents a change of +7.7% year over year. Revenues by Product (GAAP)- Book Publishing: $555 million versus $529.74 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8% change. Revenues by Product (GAAP)- Digital Real Estate Services: $473 million compared to the $448.68 million average estimate based on two analysts. The reported number represents a change of +16.5% year over year. Revenues by Product (GAAP)- News Media: $538 million versus the two-analyst average estimate of $509.24 million. The reported number represents a year-over-year change of +4.7%. EBITDA- Dow Jones: $147 million versus the two-analyst average estimate of $147.33 million. EBITDA- News Media: $15 million compared to the $23.74 million average estimate based on two analysts. EBITDA- Other: $-47 million versus the two-analyst average estimate of $-57.5 million. EBITDA- Book Publishing: $73 million versus $69.5 million estimated by two analysts on average. EBITDA- Digital Real Estate Services: $155 million versus $144.25 million estimated by two analysts on average. View all Key Company Metrics for News Corp. here>>> Shares of News Corp. have returned +5.3% over the past month versus the Zacks S&P 500 comp...