Replay available

New York Times Company (The) (NYT) Q3 2025 Earnings Call

New York Times Company (The) (NYSE: NYT) Q3 2025 earnings conference call, held 2025-11-05. Replay captured from the company's public earnings webcast.

Wed, November 5, 2025 at 8:00 AMendedReplay
New York Times Company (The) (NYT) Q3 2025 Earnings Call

Hosted by

Featured presenters

Meredith Kopit Levien

President & Chief Executive Officer

David Karnvosky

Analyst, JP Morgan

Cutgun Morrell

Analyst, Evercore ISI

Joe Messina

Chief Financial Officer

Benjamin Soft

Analyst, Deutsche Bank

Doug Arthur

Analyst, Huber Research Partners

Anthony DiClemente

Vice President, Investor Relations

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.815 dimensionalize the opportunity around that push. 00:00:02.815 -- 00:00:07.380 I think the big focus sounds like it's centered on building engagement and brand, but 00:00:07.380 -- 00:00:10.905 I guess how should we think about how it affects advertising? 00:00:10.905 -- 00:00:16.131 Do you see this as maybe another aperture for expanding into video advertising opportunities? 00:00:16.131 -- 00:00:20.457 And then also maybe just touching on what kind of incremental investment needs this push 00:00:20.457 -- 00:00:25.824 might entail. And then secondly, on the family plan, it looks like it now represents 00:00:25.824 -- 00:00:30.892 2% of your digital-only subscriber footprint, and Looks like it also came through 00:00:30.892 -- 00:00:34.559 predominantly on the game side versus the bundle. 00:00:34.559 -- 00:00:39.448 Can you talk about what stage of the rollout you're in and if there's any appetite to 00:00:39.448 -- 00:00:44.277 push further on that in terms of maybe restricting sharing somehow on your non-family 00:00:44.277 -- 00:00:46.277 plan? 00:00:46.589 -- 00:00:49.113 I'm happy to take both those questions, Thomas. 00:00:49.113 -- 00:00:55.042 Good morning. Let me start on video. I think the first thing to say is 00:00:55.042 -- 00:00:59.229 we think it's a big opportunity for the company and we're in early days of it. 00:00:59.229 -- 00:01:04.337 We know lots and lots of people are seeking out and getting their news and the 00:01:04.337 -- 00:01:07.061 other kinds of content we make in the form of video. 00:01:07.061 -- 00:01:12.490 And so we think having more video gives us a big opportunity to engage 00:01:12.490 -- 00:01:17.893 our the people we already have more and to engage even more people and to do that both 00:01...