Earnings intelligence covering digital subscription media, print-to-digital transitions, book publishing economics, and AI-driven content licensing. Publicly traded companies tracked include News Corp, The New York Times, IAC, Scholastic, and Wiley. Private majors (Condé Nast, Hearst) noted for context only. Each brief distills quarterly filings into three market synthesis points, a near-term catalyst, and a macro trend watch.
Entertainment Earnings
Explore a rigorous financial analysis of John Wiley & Sons' Q3 FY26 earnings. We unpack the company's return to $410M in revenue, propelled by lucrative AI training data licensing, the ongoing pressures in the Learning segment, and the strategic restructuring that drove Adjusted EBITDA to $105M.
Entertainment Earnings
Dive into Scholastic's Q3 FY26 earnings analysis. We break down the 1.9% revenue dip, the resilience of the Book Fairs segment, and the strategic $452M sale-leaseback. Understand the macro trends shaping the children's publishing landscape.
Entertainment Earnings
News Corp’s Q2 FY26 results reveal a structural pivot toward digital B2B and real estate. Driven by 8% growth at Dow Jones and strong Realtor.com metrics, total revenue hit $2.36B. Expanding margins and AI licensing deals funded massive buybacks.
Entertainment Earnings
The New York Times capped 2025 with stellar Q4 results, growing revenue 10.4% to $802.3M. Driven by 12.8M total subscribers and a massive 25% surge in digital ads, NYT’s cash flow lured a new $351M investment from Berkshire Hathaway.
Entertainment Earnings
IAC’s Q4 2025 results highlight a profound digital divergence. While its People Inc. publishing arm successfully pivoted to high-margin AI data licensing, driving digital revenue to $355M, its legacy Search segment collapsed 68% year-over-year as Google’s AI Overviews decimated traffic arbitrage.