Analyst Consensus ?
ConsensusBuy33 ratings
Bullish2163.6%
Neutral927.3%
Bearish39.1%
News Corporation · NWS · FY2026 Q1 · Calendar Q4 2025
News Corp: Digital Growth Offsets Publishing Weakness
The quarter supports a mixed but constructive operating picture: digital subscriptions, Risk & Compliance and Digital Real Estate provided growth, while Book Publishing and macro-sensitive real estate remain important offsets. The evidence supports monitoring execution rather than assuming broad-based earnings strength.
Reported After market closeNASDAQCommunication Services
$17.36B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.22
Consensus $0.19
EPS surprise
+13.5%
Reported versus consensus
Reported revenue
$2.14B
Consensus $2.11B
Revenue surprise
+1.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+6.4%
Event window
SPY move
+0.1%
Same window
Abnormal move
+6.3%
Stock minus SPY
Volume
0.9×
Versus trailing sessions
Subsequent drift
-3.2%
Up to 20 sessions
NWSSPY benchmark
Ask FN2 about NWS FY2026 Q1
Transcript, numbers and history already loaded
Why did NWS rise 6.4% after beating EPS estimates in FY2026 Q1?What changed in NWS's guidance and outlook in FY2026 Q1?Give me the bull and bear case for NWS after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis adds a 2% revenue increase, 16% Risk & Compliance growth, 9% Digital Real Estate growth, the Eco-Movement acquisition, and an accelerated buyback pace. Book Publishing was still weak but showed early recovery after a write-off.
Guidance delta
Management guidance sentiment was maintained; no specific guidance figures were supplied.
Key takeaways
- Revenue increased 2%, supported by Dow Jones, Digital Real Estate and digital subscriptions.
- Risk & Compliance revenue grew 16% and Digital Real Estate revenue grew 9%.
- Book Publishing remained weak, while management pointed to early recovery and strategic data and AI initiatives.
Management priorities
- Expand Risk & Compliance, digital subscriptions and digital advertising.
- Develop Factiva GenAI capabilities and pursue additional AI partnerships.
- Grow Realtor.com offerings while investing in HarperCollins logistics and testing WSJ pricing.
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Try FN2 freeEarnings History
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Beat
Miss
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Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Aug 20, 2023 |
| Guggenheim | Buy | Buy | Maintain | Aug 13, 2023 |
| Loop Capital | Buy | Hold | Upgrade | Jan 24, 2023 |
| Macquarie | Neutral | Outperform | Downgrade | Jul 27, 2022 |
| UBS | Buy | Neutral | Upgrade | Jul 25, 2021 |
| Credit Suisse | Outperform | Neutral | Upgrade | Aug 11, 2019 |
| Goldman Sachs | Buy | Neutral | Upgrade | Oct 8, 2018 |
| Morgan Stanley | Underweight | Equal Weight | Downgrade | Aug 19, 2018 |
| Citigroup | Buy | Neutral | Upgrade | Jul 26, 2017 |
| Rosenblatt | Buy | Buy | Maintain | Jul 14, 2017 |
| CLSA | Outperform | Buy | Maintain | Nov 7, 2016 |
| Bank of America | Underperform | Neutral | Downgrade | Oct 27, 2016 |
| B of A Securities | Underperform | Neutral | Downgrade | Oct 27, 2016 |
| Wells Fargo | Perform | Outperform | Downgrade | Nov 9, 2015 |
| Jefferies | Buy | Buy | Maintain | Nov 6, 2014 |
| S&P Capital IQ | Hold | Buy | Downgrade | Dec 16, 2013 |
| FBR Capital | Perform | Market Perform | Maintain | Nov 5, 2013 |
| Evercore Partners | Equal Weight | Equal Weight | Maintain | Oct 1, 2013 |
| Deutsche Bank | Buy | Buy | Maintain | Jul 8, 2013 |
| Lazard | Neutral | Neutral | Maintain | Jul 1, 2013 |
| BTIG Research | Neutral | Buy | Downgrade | Jun 19, 2013 |
| BTIG | Neutral | Buy | Downgrade | Jun 18, 2013 |
| CIMB | Neutral | Neutral | Maintain | Jun 13, 2013 |
| Wunderlich | Buy | Buy | Maintain | May 9, 2013 |
| Wunderlich Securities | Buy | Buy | Maintain | May 8, 2013 |
| Nomura | Buy | Buy | Maintain | Feb 6, 2013 |
| Bernstein | Outperform | Market Perform | Upgrade | Jan 9, 2013 |
| Canaccord Genuity | Buy | Buy | Maintain | Dec 18, 2012 |
| Shaw Stockbroking | Buy | Hold | Upgrade | Nov 12, 2012 |
| Barclays | Overweight | Overweight | Maintain | Oct 1, 2012 |
| Wedbush | Outperform | Outperform | Maintain | Aug 8, 2012 |
| Miller Tabak | Buy | Buy | Maintain | Jun 27, 2012 |
| Needham | Buy | Hold | Upgrade | Jun 26, 2012 |
Track every rating change on NWS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationNews Corporation stands as a leading global enterprise in media and information services, dedicated to creating and distributing compelling, authoritative content, alongside a variety of products and services, for consumers and businesses worldwide. Its extensive operations are segmented into six core areas: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. The company disseminates a rich array of content and data products, including renowned titles like The Wall Street Journal, Barron's, MarketWatch, and Factiva, through diverse mediums such as print newspapers, websites, mobile applications, proprietary databases, video, and podcasts.…
Historical context
All NWS earningsLatest beats and misses
Who reports nextBeat on EPS
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
Get the NWS recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-01T18:26:07.566357+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-01. For educational purposes only; not investment advice.