Seeking Alpha·Sep 8, 2026
News Corporation (NWSA) Presents at Citi's 2026 Global TMT Conference TranscriptNews Corporation (NWSA) Presents at Citi's 2026 Global TMT Conference Transcript
News Corporation's fiscal 2026 results indicate a cyclical recovery, with Q4 2026 revenue up 10.8% year-over-year and operating cash flow reaching $685M, a 3.8x multiple of net income. The balance sheet has strengthened through debt reduction, with total debt ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth turned positive in fiscal 2026, with Q4 2026 up 10.8% year-over-year, but gross margin dropped from 100% to 50.8% in Q3 2026, indicating a cost structure shift that may pressure profitability.
A bull case involves a strong economic rebound boosting advertising sales, which could push revenue growth to 3-4%.
A favorable housing market could drive revenue growth for News Corporation, particularly in its real estate segments.
Over the long term, NWSA's growth will be determined by its ability to successfully complete its digital transformation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.35+66.7% vs $0.21 | $2.3B+4.1% vs $2.2B |
Q2 2026 May 7, 2026 | $0.21+31.3% vs $0.16 | $2.2B+3.4% vs $2.1B |
Q1 2026 Feb 5, 2026 | $0.40+21.2% vs $0.33 | $2.4B+2.6% vs $2.3B |
Q4 2025 Nov 6, 2025 | $0.22+22.2% vs $0.18 | $2.1B+1.9% vs $2.1B |
News Corporation (NWSA) Presents at Citi's 2026 Global TMT Conference Transcript
Nykredit A S acquired a new stake in News Corporation (NASDAQ: NWSA) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 72,791 shares of the company's stock, valued at approximately $1,807,000. Other institutional investors and hedge funds have also recently
NEW YORK--(BUSINESS WIRE)--News Corp announced today that Chief Financial Officer Lavanya Chandrashekar will participate in the Citi 2026 Global TMT Conference on Tuesday, September 8, 2026. The session will begin at 10:50 AM EDT (7:50 AM PDT). To listen to the live webcast, please visit the News Corp website at https://investors.newscorp.com/calendar-events. A replay of the webcast is expected to be available at the same location for a period of time following the conference. About News Corp N.
Rupert Murdoch and his son Lachlan Murdoch are contemplating a recombination of Fox Corp and News Corp , uniting a TV company with a widespread news operation and cementing the family's control over a dwindling empire, court documents and video show.
Benchmark NWSA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for News Corporation (NWSA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $29.25 | $16.42B | 28.40 | 6.82% | 6.35% | 6.15% | 1.25% | |
| $65.45 | $10.63B | 31.32 | 9.24% | 13.19% | 19.47% | — | |
| $5.96 | $876.77M | -33.11 | -5.79% | 4.11% | 49.68% | — | |
| $24.43 | $1.46B | 47.90 | -2.26% | -7.25% | -19.15% | — | |
| $7.35 | $44.83M | -1.20 | -8.02% | -1.84% | — | — | |
| $30.83 | $77.3B | 106.31 | -5.15% | -8.77% | -8.91% | — |
News Corporation (NWSA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
News Corporation (NWSA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 6, 2026·SEC
Aug 5, 2026·SEC
Aug 7, 2026·SEC
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News Corporation (NWSA) stock FAQ — growth, dividends, profitability & financials explained
News Corporation (NWSA) reported $9.03B in revenue for fiscal year 2026. This represents a 1% decrease from $9.10B in 2011.
News Corporation (NWSA) grew revenue by 6.8% over the past year. This is steady growth.
Yes, News Corporation (NWSA) is profitable, generating $573.0M in net income for fiscal year 2026 (6.3% net margin).
Yes, News Corporation (NWSA) pays a dividend with a yield of 1.25%. This makes it attractive for income-focused investors.
News Corporation (NWSA) has a return on equity (ROE) of 6.2%. This is below average, suggesting room for improvement.
News Corporation (NWSA) generated $1.07B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
