NEW YORK TIMES CO NYT

The strongest current fact on New York Times Company is earnings, not noise. In the latest supplied SEC financial rail, the company reported $712.2M of revenue from contracts with customers, excluding assessed tax, for the 10-Q period ending 2026-03-31. Net income attributable to the parent was $87.9M, operating income was $90.6M and diluted earnings per share were $0.54, all from the same 10-Q period.

NYT is an operating media and subscription business, not just a ticker attached to a famous masthead. The 10-Q describes subscription revenues as revenues from subscriptions to digital and print products, including the news product, The Athletic, Audio, Cooking, Games and Wirecutter, plus single-copy and bulk sales of print products. It also says subscription revenues are based on the number of digital-only subscriptions and copies of the printed newspaper sold, and the rates charged to customers. That wording makes the core mechanism clear: the company depends on paid reader relationships and pricing, not merely public recognition of the brand.

The balance sheet and cash rail give the story some weight. At 2026-03-31, the filing shows assets of $2.86B, stockholders' equity attributable to the parent of $2.00B, cash and cash equivalents of $186.7M and short-term investments of $407.8M. Net cash provided by operating activities was $92.2M, payments to acquire property, plant and equipment were $10.7M, research and development expense was $70.2M and diluted weighted average shares outstanding were 163.7M shares, all from the latest supplied 10-Q period ending 2026-03-31.

The supplied source route is SEC-heavy. The news list includes the 2026-05-06 10-Q and 8-K, the SEC EDGAR filing index, the SEC submissions JSON, the SEC companyfacts JSON, a 2026-06-05 Form 4, a 2026-06-03 Form 144, Schedule 13G filings dated 2026-05-15 and 2026-05-14, and Form 4 entries dated 2026-05-14. No chart route is supplied, so there is no evidence basis here for candle levels, moving averages, support, resistance, volume patterns or price action commentary.

What changed on the public rail is filing activity. The 2026-05-06 8-K says the company issued a press release announcing financial results for the quarter ended 2026-03-31 and attached Exhibit 99.1, The New York Times Company press release dated May 6, 2026. The later SEC items show ownership and transaction reporting, including the 2026-06-05 Form 4 and 2026-06-03 Form 144. The supplied rail does not parse the detailed transaction quantities or identities from those forms, so the honest conclusion is narrower: recent public evidence is active, but the available facts here are the filing types, dates and official SEC source links.

The tension is simple and useful. The company has a documented subscription model across news, The Athletic, Audio, Cooking, Games and Wirecutter, plus filed quarterly profit, cash generation and a sizeable short-term investment line. What the rail does not supply is guidance, subscriber counts, pricing movement, advertising trends, segment margins, buyback detail, dividend detail or a live market chart. Those missing pieces would deepen the file, but they are not licence to invent them.