The earnings call highlighted strong revenue and profit growth, particularly in digital real estate and publishing segments. However, challenges in advertising revenue and the U.S. real estate market were noted. The overall sentiment is balanced, with significant achievements offset by key challenges.

Company Guidance

During News Corp's Q1 2025 earnings call, significant metrics were discussed, showcasing a robust start to the fiscal year. The company reported record first-quarter revenue of $2.58 billion, up 3% year-over-year, and a 14% increase in profitability to $415 million. The profit margin improved from 14.6% to 16.1%. Net income rose from $58 million last year to $144 million, with EPS increasing from $0.05 to $0.21. Dow Jones' performance was notable, with digital-only subscriptions growing by 15% and a 16% increase in Risk and Compliance revenues. Digital real estate revenue increased by 13%, driven by an outstanding quarter at REA Group with a 22% revenue rise. Book Publishing, particularly HarperCollins, saw profitability expand by 25%, and digital revenues grew 15%. Subscription Video Services revenue increased 3%, with streaming revenues accounting for 34% of circulation and subscription revenues. The call highlighted ongoing strategic moves, including discussions regarding Foxtel's future and a focus on maximizing shareholder value, despite the perceived undervaluation of their assets in the current market.

Record First Quarter Revenue and Profitability

Revenue rose 3% year-over-year to $2.58 billion, while profitability surged 14% to $415 million. Profit margin increased from 14.6% to 16.1%.

Net Income and EPS Growth

Net income jumped from $58 million last year to $144 million, and EPS was $0.21 compared to $0.05 in the same quarter last year.

Digital Real Estate Segment Growth

Digital real estate revenue increased by 13%, driven by REA Group's record quarterly revenue and strong listing volume. Profitability rose 15%.

Book Publishing Success

HarperCollins saw profitability expand 25% with a margin lift of more than 200 basis points. Digital revenue grew 15%, driven by a 26% increase in audiobook sales.

Subscription Video Services Revenue Increase

Revenue increased 3% as growth in streaming more than offset declines in linear revenues. Streaming now accounts for nearly 70% of paid subscribers.

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News Class B (NWS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NWS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 09, 2018	2018 (Q4)	- / 0.08	0.11	-27.27% (-0.03)	―	―
Nov 07, 2018	2019 (Q1)	- / 0.17	0.07	142.86% (+0.10)	―	―
Feb 07, 2019	2019 (Q2)	- / 0.18	0.24	-25.00% (-0.06)	―	―
May 09, 2019	2019 (Q3)	- / 0.04	0.06	-33.33% (-0.02)	―	―
Aug 08, 2019	2019 (Q4)	- / 0.07	0.08	-12.50% (>-0.01)	―	―
Nov 07, 2019	2020 (Q1)	- / 0.04	0.17	-76.47% (-0.13)	―	―
Feb 06, 2020	2020 (Q2)	- / 0.18	0.18	0.00% (0.00)	―	―
May 07, 2020	2020 (Q3)	- / 0.03	0.04	-25.00% (-0.01)	―	―
Aug 06, 2020	2020 (Q4)	- / -0.03	0.07	-142.86% (-0.10)	―	―
Nov 05, 2020	2021 (Q1)	- / 0.08	0.04	100.00% (+0.04)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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NWS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2024	$31.32	$32.22	+2.87%
Aug 08, 2024	$27.66	$28.64	+3.54%
May 08, 2024	$24.84	$25.54	+2.82%
Feb 07, 2024	$25.12	$26.81	+6.73%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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