New York Times Highlights Digital Growth in Q4 Earnings Call

Company reports subscriber gains, expanding digital revenues, and increased profitability in 2025

Feb. 5, 2026 at 3:31am

New York Times (NYSE:NYT) executives used the company's fourth-quarter and full-year 2025 earnings call to highlight subscriber growth, expanding digital revenues, and increased profitability, while outlining strategic priorities centered on product innovation and a larger push into video.

Why it matters

The New York Times' strong performance in 2025, marked by subscriber gains, digital revenue growth, and improved profitability, underscores the company's successful transition to a digital-first business model and its ability to navigate industry challenges. The focus on video expansion and AI-powered innovation signals the Times' efforts to stay ahead of evolving consumer preferences and technological shifts.

The details

In 2025, the New York Times added 1.4 million net new digital subscribers, bringing its total to 12.8 million. Digital subscription revenues rose approximately 14%, while digital advertising increased 20%. The company also generated more than $2 billion in total digital revenues for the first time. On profitability, the Times reported a 21% increase in adjusted operating profit to $550 million, with a margin expansion of 190 basis points to 19.5%.

  • The New York Times reported its fourth-quarter and full-year 2025 results on February 5, 2026.
  • In the fourth quarter of 2025, the company added about 450,000 net new digital subscribers.

The players

Meredith Kopit Levien

Chief Executive Officer of The New York Times Company.

Will Bardeen

Chief Financial Officer of The New York Times Company.

The New York Times Company

A publicly traded media organization best known for publishing The New York Times newspaper and operating the NYTimes.com digital platform.

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What they’re saying

“2025 was 'a great year' driven by execution against the company's long-term strategy.”

— Meredith Kopit Levien, Chief Executive Officer

“The company generated more than $2 billion in total digital revenues for the first time.”

— Meredith Kopit Levien, Chief Executive Officer

What’s next

The New York Times plans to continue investing in journalism, new formats, and product enhancements as key priorities for 2026, with a focus on further subscriber growth, revenue growth, adjusted operating profit growth, and margin expansion.

The takeaway

The New York Times' strong financial performance in 2025, driven by digital subscriber gains and revenue growth, demonstrates the company's successful transition to a sustainable digital business model. Its strategic focus on video expansion and AI-powered innovation positions the Times to stay ahead of industry trends and better serve its readers in the years to come.