Core Viewpoint - The New York Times is forecasting first-quarter subscription revenue to exceed Wall Street estimates, driven by its bundling strategy for news and lifestyle products aimed at attracting more paying users [1] Group 1 - The New York Times expects to increase its subscription revenue in the first quarter [1] - The company's bundling strategy is designed to enhance user engagement and attract additional paying subscribers [1]

Subscriber Growth - The New York Times Company added approximately 450,000 net digital-only subscribers in Q4 2025, bringing the total to 12.78 million subscribers[4]. - The number of total digital-only subscribers as of Q4 2025 was 12.21 million, up from 10.82 million in Q4 2024, representing a growth of 12.8%[51]. - The company plans to discontinue reporting digital-only subscribers by categories, focusing instead on total digital-only subscribers for long-term growth[49]. Revenue Performance - Total revenues for Q4 2025 increased 10.4% year-over-year to $802.3 million, driven by strong growth in digital advertising revenues, which rose 24.9% to $147.2 million[4]. - Total revenues for 2025 reached $2,824.9 million, a 9.2% increase from $2,585.9 million in 2024, with subscription revenues growing by 9.1%[42]. - Digital-only subscription revenues for Q4 2025 reached $381.5 million, a 13.9% increase from $334.9 million in Q4 2024[45]. Profitability Metrics - Operating profit for Q4 2025 increased 10.2% year-over-year to $161.6 million, with an adjusted operating profit of $192.3 million, reflecting a 12.8% increase[4]. - Operating profit for 2025 was $431.6 million, reflecting a 22.9% increase from $351.1 million in 2024[42]. - Adjusted diluted EPS for Q4 2025 was $0.89, reflecting an 11.3% increase from $0.80 in Q4 2024, and for the full year 2025, it was $2.46, up 22.4% from $2.01 in 2024[64]. Cost Management - Total operating costs increased 10.5% year-over-year to $640.7 million, with adjusted operating costs rising 9.7% to $610.0 million[4]. - The adjusted operating profit margin for Q4 2025 was 24.0%, compared to 23.5% in Q4 2024, and for the full year 2025, it was 19.5%, up from 17.6% in 2024[66]. - The Company anticipates adjusted operating costs to increase by 8% to 9% in 2026[31]. Cash Flow and Dividends - Net cash provided by operating activities for the full year 2025 was $584.5 million, up from $410.5 million in 2024, with free cash flow increasing to $550.5 million from $381.3 million[4]. - The Company declared a quarterly dividend of $0.23 per share, an increase of $0.05 from the previous quarter[4]. - A dividend of $0.23 per share was declared in February 2026, marking a $0.05 increase from the previous quarter, payable on April 16, 2026[28]. Tax and Financial Position - The effective income tax rate for Q4 2025 was 22.5%, up from 20.5% in Q4 2024, primarily due to higher pre-tax income[23]. - As of December 31, 2025, the Company had cash and marketable securities of $1.2 billion, an increase of $256.0 million from the previous year[25]. Other Financial Metrics - Basic earnings per share increased to $2.11 in 2025, a 17.9% rise from $1.79 in 2024[42]. - Free cash flow for the full year 2025 was $550.5 million, compared to $381.3 million in 2024, driven by lower cash tax payments and proceeds from the sale of excess land[70]. - Total advertising revenues for the twelve months of 2025 amounted to $566.0 million, an 11.8% increase from $506.3 million in 2024[45].

Core Insights - The New York Times Company (NYT) is expected to report its fourth-quarter 2025 earnings on February 4, with a focus on subscription growth and advertising revenue trends [1][9] - The Zacks Consensus Estimate for fourth-quarter revenues is $790.2 million, reflecting an 8.8% increase year-over-year [1] - Earnings per share (EPS) is estimated at 88 cents, indicating a 10% rise from the previous year [2] Revenue and Subscription Growth - The consensus estimate for subscription revenues is $508.8 million, suggesting a 9% growth, while digital-only subscription revenues are projected at $383.4 million, indicating a 14.5% increase [4] - The digital-only subscriber count is expected to reach 12.1 million by the end of the fourth quarter, enhancing the company's market position for advertisers [5] Digital Advertising and Cost Management - NYT anticipates mid-to-high-teens growth in digital advertising revenues, with the consensus estimate at $138.1 million, representing a 17.1% increase [6] - The company has focused on reducing reliance on traditional advertising and improving profitability through effective content monetization and disciplined cost management [3] Challenges and Cost Projections - Print subscription revenues are estimated to decline by 4.8% to $125.4 million, and print advertising revenues are expected to fall 8% to $43.4 million [7] - Management has guided a 6-7% increase in adjusted operating costs for the quarter, which may impact margins [7] Earnings Prediction Model - The current model does not predict a definitive earnings beat for NYT, as it has an Earnings ESP of 0.00% despite holding a Zacks Rank of 2 (Buy) [8][10]

Group 1 - New York Times Co. (NYT) is part of the Consumer Staples sector, which is currently ranked 11 within the Zacks Sector Rank, consisting of 179 companies [2] - NYT has a Zacks Rank of 2 (Buy), indicating a positive outlook, with a 5.2% increase in the consensus estimate for its full-year earnings over the past 90 days [3] - Year-to-date, NYT has returned 4.9%, matching the average gain of 4.9% for the Consumer Staples group [4] Group 2 - NYT belongs to the Publishing - Newspapers industry, which is ranked 5 in the Zacks Industry Rank, with an average gain of 35.8% this year, indicating that NYT is slightly underperforming its industry [5] - Another stock in the Consumer Staples sector, WD-40 (WDFC), has outperformed the sector with a year-to-date return of 11.4% and also holds a Zacks Rank of 2 (Buy) [4][5] - The Consumer Products - Staples industry, to which WD-40 belongs, is ranked 174 and has seen a decline of 11% year-to-date [5]

Core Viewpoint - The Washington Post, a highly regarded American newspaper, has announced it will not send staff to cover the Olympics, marking a significant change in its long-standing tradition of doing so [1] Group 1 - The Washington Post has been known for its extensive coverage of the Olympics for decades [1] - The decision to not send staff to the Olympics indicates a shift in the newspaper's operational strategy [1]

Core Viewpoint - President Trump announced plans to sue The New York Times following a poll indicating only 40% of Americans approve of his performance, reflecting a decline in support during his first year of the second term [1] Group 1: Legal Actions - Trump has previously filed defamation lawsuits against multiple media outlets, including BBC, CNN, The Wall Street Journal, CBS, and ABC [1] Group 2: Polling Data - The New York Times poll aligns with other surveys showing a continuous drop in Trump's approval ratings during his second term [1]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against agilon health, inc. due to alleged violations of federal securities laws, encouraging affected investors to contact them for legal options [2][5]. Group 1: Allegations Against Agilon Health - The complaint alleges that agilon health and its executives made false and misleading statements regarding the company's financial guidance for 2025, which they knew was unattainable due to industry challenges [5]. - It is claimed that the company overstated the financial benefits from strategic actions taken to mitigate risks, leading to materially false representations about its business and prospects [5]. - Following the release of disappointing second-quarter results on August 4, 2025, agilon health's stock plummeted by 51.5% the next day, indicating significant investor losses [6]. Group 2: Legal Proceedings and Investor Actions - Investors who purchased agilon health securities between February 26, 2025, and August 4, 2025, are encouraged to discuss their legal rights and options, with a deadline of March 2, 2026, to seek the role of lead plaintiff in the class action [2][7]. - The lead plaintiff is defined as the investor with the largest financial interest in the case, who will oversee the litigation on behalf of the class [7]. - Faruqi & Faruqi, LLP is also seeking information from whistleblowers, former employees, and shareholders regarding agilon health's conduct [8].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against agilon health, inc. due to alleged violations of federal securities laws, particularly related to misleading statements and guidance regarding financial performance [2][5]. Group 1: Legal Investigation and Claims - The law firm is encouraging investors who suffered losses in agilon health to contact them directly to discuss their legal options [1]. - A federal securities class action has been filed against agilon health, with a deadline of March 2, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that agilon health and its executives made false statements and failed to disclose significant industry challenges that would impact financial guidance for 2025 [5]. Group 2: Financial Performance and Market Reaction - On August 4, 2025, agilon health reported its second-quarter results, indicating that industry headwinds were more severe than previously anticipated, leading to the suspension of its full-year 2025 financial guidance [6]. - Following the announcement, agilon health's stock experienced a significant decline of 51.5% on August 5, 2025 [6]. Group 3: Company Background - Faruqi & Faruqi, LLP is a prominent national securities law firm with a history of recovering hundreds of millions of dollars for investors since its establishment in 1995 [4].

Group 1 - New York Times Co. (NYT) is currently outperforming the Consumer Staples sector, with a year-to-date return of 2.4%, while the sector has lost about 1% on average [4] - NYT has a Zacks Rank of 2 (Buy), indicating strong analyst sentiment and a positive earnings outlook, with a 5.2% increase in the consensus estimate for full-year earnings over the past 90 days [3] - The company is part of the Publishing - Newspapers industry, which has seen an average gain of 33.1% this year, indicating that NYT is slightly underperforming its industry [6] Group 2 - Reckitt Benckiser Group PLC (RBGLY) is another stock in the Consumer Staples sector that has outperformed, with a year-to-date increase of 2.3% and a Zacks Rank of 2 (Buy) [4][5] - Both NYT and Reckitt Benckiser Group PLC are recommended for investors interested in the Consumer Staples sector due to their solid performance [7]

Core Viewpoint - OS Therapies Inc. has launched a warrant exercise inducement and exchange offer to nine accredited investors, raising a total of $7.53 million in gross proceeds to support its ongoing projects and regulatory filings [1][3]. Group 1: Financial Details - The gross proceeds of $7.53 million will provide the company with a financial runway into 2027 [3]. - All nine investors who were offered the inducement have agreed to participate in the exercise of their existing warrants [7]. Group 2: Regulatory and Development Plans - The company plans to use the net proceeds to support regulatory filings and commercial preparation activities for its lead asset, OST-HER2, aimed at treating pulmonary metastatic osteosarcoma [3]. - OS Therapies intends to file a Biologics Licensing Application (BLA) with the U.S. FDA by the end of January 2026 and expects to submit Marketing Authorisation Applications (MAA) to the UK and EU regulatory bodies by February and March 2026, respectively [4][5]. - The company is hopeful for regulatory approval for OST-HER2 in the UK by Q2 2026, in the U.S. by Q3 2026, and in Europe by Q4 2026 [4]. Group 3: Product Designations and Market Potential - OST-HER2 has received Orphan Disease Designation and Fast Track Designation from the FDA, as well as Rare Pediatric Disease Designation, which may allow the company to receive a Priority Review Voucher (PRV) if it gains Accelerated Approval before September 30, 2026 [5]. - The most recent PRV sale was valued at $160 million, indicating significant market potential for the company if it successfully monetizes a future PRV [5]. Group 4: Company Overview - OS Therapies is a clinical-stage oncology company focused on developing treatments for osteosarcoma and other solid tumors, leveraging listeria-based cancer immunotherapies [9]. - The company reported positive data from its Phase 2b clinical trial of OST-HER2, demonstrating significant benefits in the primary endpoint of 12-month event-free survival [9].