New York Times 'A'

Digital subscription revenue rose 16% and digital advertising grew 21% in Q2, driven by multi-product bundles, pricing actions and high engagement in news, games and sports. Management is scaling video production to thousands of original videos per quarter and launched new formats and a middle-market ad sales team to capture new audiences, though video currently contributes only a small share of ad revenue. Q3 digital subscription growth is guided to 12–15%; the company remains on track for 15 million subscribers and expects 2026 free cash flow to include a ~$60 million one-time tax benefit while returning at least 50% of FCF to shareholders. Adjusted operating costs exceeded guidance due to performance-based compensation and investment in sales staffing. » Altro su finance.yahoo.com

The board of directors of The New York Times has approved a quarterly dividend of $0.23 per common share for class A and class B stock, payable on July 23, 2026 to shareholders of record on July 8, 2026. It is the seventh consecutive dividend increase; dividend growth over the past twelve months was 28% and the current yield is 1.24%. The company has more than 13 million subscribers and a market capitalization of around $12 billion; the stock is rated by InvestingPro above its estimated fair value. » Altro su de.investing.com

Unionized tech staff at The New York Times say management deployed internal AI tools DX and Glean to monitor and evaluate individual performance without bargaining or proper notification, and have filed grievances and unfair labor practice charges. The Tech Guild argues the tools produce opaque metrics that can be used in disciplinary actions and violate contract protections on privacy and job descriptions. The Times disputes the characterizations and says it will respond through normal contractual processes as unions press for stronger AI protections in current bargaining. » Altro su theverge.com