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News Corp Posts Modest Q1 Gains, Beats EPS Forecasts as CEO Presses AI Data Value

Results reflect strength across Dow Jones, digital real estate, digital subscriptions, plus early AI monetization.

Overview

  • Quarterly revenue rose 2% to $2.14 billion and net income edged up 1% to $150 million.
  • Diluted EPS was $0.20, with adjusted EPS of $0.22 topping the $0.19 consensus from analysts surveyed by Yahoo Finance.
  • Dow Jones revenue increased 6% to $586 million, powered by a 16% rise in professional information and higher digital subscriptions.
  • Move, the parent of Realtor.com, delivered $152 million in revenue, up 9% for its strongest quarterly growth since early 2022.
  • News Media revenue grew 1% to $545 million with segment EBITDA up 67% to $30 million, group EBITDA rose 5% to $340 million, and CEO Robert Thomson urged AI companies to pay for data while arguing information and sophisticated data drive AI’s value.