종목/NYT
The New York Times Company
Q2 2026 가이던스(대비 Q2 2025):
추가 2026년(세전) 예상: Depreciation & amortization ~$80 - $85M (내에 무형자산 상각 ~$25 - $30M), Interest income and other, net ~$40 - $45M, Capital expenditures ~$35 - $45M.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. It operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company's mobile application, website, printed newspaper, and associated content, such as podcast. The company offers The Athletic, a sports media product; Cooking, a recipe product; Games, a puzzle games product; and Audio, an audio product. In addition, the company offers a portfolio of advertising products and services to advertisers, such as luxury goods, technology, and financial companies, to promote products, services or brands on digital platforms in the form of display ads, audio and video, in print in the form of column-inch ads, and at live events; and Wirecutter, a product review and recommendation product. Further, the company licenses content to digital aggregators in the business, professional, academic and library markets, and third-party digital platforms; articles, graphics, and photographs, including newspapers, magazines, and websites; and for use in television, films, and books, as well as provide rights to reprint articles, and create and sell new digests. Additionally, the company engages in commercial printing and distribution for third parties; and operates the NYTimes.com website. The company was founded in 1851 and is headquartered in New York, New York.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 6일 (수) | 2026 Q1 | $0.48 | $0.61 | +27.5% | $712M | — |
| TMUS | T-모바일 | 206B | +11.9% | 75% (3/4) |
| VZ | 버라이즌 | 200B | +3.8% | 100% (4/4) |
결과는 구독·디지털 광고의 동시 성장이란 긍정적 신호로 시장에서 'beat' 내지 확장 관점의 톤으로 받아들여질 가능성이 큼. 다만 비용 상승(특히 보상 및 마케팅)과 Generative AI 소송 리스크가 주가의 단기 변동성을 유발할 수 있음.