Media Giant Sees Revenue and Profit Growth Driven by Digital Expansion, Maintains Dividends
News Corp (NASDAQ: NWSA) reported second-quarter fiscal 2026 results for the period ended December 31, 2025, with revenue of $2.36 billion, up 6% year-over-year, and total segment EBITDA rising 9%. Growth was driven by Dow Jones, the digital real estate segment, and book publishing. Although continuing-operations net income fell 21%—reflecting the absence of last year’s gain on the sale of Australia’s REA Group—adjusted EPS improved to $0.40. The company expanded its share-repurchase program, declared a $0.10 per-share semiannual dividend, and announced a Dow Jones investor briefing in New York on March 16.
In its earnings release, News Corp emphasized positioning Dow Jones as a “news, data and information-services platform,” underscoring the value of premium content in the AI era. The company is diversifying content-licensing revenue through expanded AI-usage partnerships with Bloomberg and others. Strong performance in Dow Jones’s Risk & Compliance division, digital advertising, the Realtor.com platform and Australia’s REA Group further underpinned overall results.
News Corp—a media and information-services group based in the U.S., Australia and the U.K., whose portfolio includes Dow Jones, The Wall Street Journal, global digital real estate platforms and publisher HarperCollins—has accelerated its shift from traditional journalism toward subscription, data and platform-centric businesses. Against a backdrop of high interest rates, ad volatility and the rise of generative AI across the global media industry, the trend is clear: large players owning verified premium content and data assets are diversifying revenue streams through licensing and subscription models.
Source: SEC 8K Filing