NEW YORK TIMES CO (NYT) Form 8-K — Aug 5, 2026

$NYTForm 8-KItems 2.02, 9.01Filed Aug 5, 2026, 7:03 AM ET0000071691-26-000032Original filing

The New York Times Company reported second-quarter 2026 results on August 5, 2026, with total revenues up 11.2 percent year-over-year to $762.5 million and operating profit up 10.8 percent to $118.0 million. Diluted EPS was $0.57 versus $0.50 a year ago, and adjusted diluted EPS rose to $0.69 from $0.58. Digital momentum drove the quarter: the company added roughly 280,000 net digital-only subscribers to reach 13.35 million total subscribers, digital-only subscription revenues grew 16.4 percent to $407.9 million, digital-only ARPU rose 3.1 percent to $9.94, and digital advertising revenues jumped 20.7 percent to $114.0 million.

Key figures

Eps: 0.57
Revenue: $762.5 million
Guidance: Q3 2026: digital-only subscription revenues +12-15%, total subscription revenues +9-11%, digital advertising revenues +mid-to-high-teens, total advertising +high-single-to-low-double-digits, affiliate/licensing/other +low-to-mid-single-digits, adjusted operating costs +8-9%
Net Income: $93.4 million
Revenue Yoy: +11.2%
Cash Position: $1.22 billion
Operating profit: $118.0 million
Digital only arpu: $9.94
Total subscribers: 13.35 million
Effective tax rate: 25.4%
Adjusted diluted eps: $0.69
Operating profit yoy: +10.8%
Q2 share repurchases: 473,691 shares for ~$35.4 million
Digital only arpu yoy: +3.1%
Free cash flow h1 2026: $265.7 million
Digital only subscribers: 12.80 million
Adjusted eps yoy increase: $0.11
Adjusted operating profit: $155.3 million
Digital only net adds qoq: 280,000
Digital only net adds yoy: 1,500,000
Revolving credit facility: $400 million unsecured, no outstanding borrowings and no other debt
Total advertising revenue: $149.1 million
Total subscription revenue: $537.9 million
Digital advertising revenue: $114.0 million
Dividends declared per share: $0.23 (up 27.8% YoY)
Adjusted operating profit yoy: +16.1%
Digital advertising revenue yoy: +20.7%
Remaining buyback authorization: $239.7 million as of July 31, 2026
Adjusted operating profit margin: 20.4%
Affiliate licensing other revenue: $75.5 million
Digital only subscription revenue: $407.9 million
Digital only subscription revenue yoy: +16.4%
Generative ai litigation costs pretax: $4.6 million
Multiemployer pension withdrawal charge: $9.2 million

Price after filing

1 day: 0.0%7 days: -15.4%30 days: -11.3%

Close on the filing date to close N calendar days later (from $75.61). Historical, not a forecast.

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