Every 10-Q that New York Times Co. (NYT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow NYT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NYT filings page.
The New York Times Company delivered strong results for the quarter ended March 31, 2026. Total revenues rose to $712.2 million, up 12.0% from a year earlier, driven mainly by its digital subscription business.
Subscription revenue increased to $516.9 million, with digital-only subscription revenue up 16.1% to $389.0 million. The company ended the quarter with 13.08 million total subscribers, including 12.52 million digital-only subscribers, and digital-only ARPU improved to $9.77.
Advertising revenue grew 17.3% to $126.8 million, as digital advertising jumped 31.6% to $93.3 million, offsetting lower print advertising. Operating costs increased more slowly than revenue, lifting operating profit to $90.6 million, a 54.5% increase, and expanding operating margin to 12.7%.
Net income reached $87.9 million, up 77.4%, with diluted EPS of $0.54 versus $0.30 a year earlier. Adjusted diluted EPS was $0.61. The company generated $81.5 million of free cash flow, raised its quarterly dividend to $0.23 per share, and continued share repurchases while maintaining over $1.1 billion in cash and marketable securities and an undrawn $400 million credit facility.
The New York Times Company reported stronger third-quarter results. Revenue rose to $700.8 million from $640.2 million, led by subscription revenue of $494.6 million and advertising of $132.3 million. Operating profit increased to $104.8 million from $76.7 million, and net income reached $81.6 million with diluted EPS of $0.50 versus $0.39 a year ago.
Digital momentum continued: digital-only subscription revenue was $367.4 million, digital advertising was $98.1 million, and the company ended the quarter with approximately 12.33 million total subscribers, including 11.76 million digital-only and 6.27 million bundle/multiproduct subscribers. Total digital-only ARPU increased 3.6% to $9.79. Year-to-date, operating cash flow was $420.3 million and capital spending was $27.5 million. The company repurchased 482,833 Class A shares in the quarter and 2.12 million year-to-date, and declared a quarterly dividend of $0.18 per share. Liquidity remained solid with $249.3 million in cash, $368.0 million in short-term and $479.4 million in long-term marketable securities, and an amended $400 million revolving credit facility with no borrowings outstanding.