News Corp. (NWSA) reported $2.58 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 5.9%. EPS of $0.17 for the same period compares to $0.14 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.53 billion, representing a surprise of +2.06%. The company delivered an EPS surprise of +13.33%, with the consensus EPS estimate being $0.15.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

News Corp. (NWSA) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.33%. A quarter ago, it was expected that this publishing company whose flagship is The Wall Street Journal would post earnings of $0.10 per share when it actually produced earnings of $0.11, delivering a surprise of ...

财务表现 - 公司第四季度收入增长6%至25.8亿美元，主要由于数字房地产服务、图书出版和道琼斯分部的增长[8] - 第四季度净收益为7100万美元，较上年同期亏损3200万美元大幅改善[9] - 第四季度总分部EBITDA为3.8亿美元，创下分离以来的第四季度最高纪录，较上年同期增长11%[10] - 第四季度每股收益为0.09美元，调整后每股收益为0.17美元，较上年同期分别增长[11] - 公司2024财年第四季度总收入为25.77亿美元，同比增长6%[93] - 2024财年全年总收入为100.85亿美元，同比增长2%[100] - 2024财年第四季度总分部EBITDA为3.8亿美元，同比增长11%[93] - 2024财年全年总分部EBITDA为15.39亿美元，同比增长8%[100] 分部表现 - 道琼斯分部的专业信息业务是该分部盈利的最大贡献者，风险与合规以及道琼斯能源业务收入增长强劲[2] - 图书出版分部第四季度收入增长15%，EBITDA增加4100万美元，实现实体和电子书销售增长以及退货率改善[2] - REA集团第四季度收入增长37%至3.05亿美元，主要由于澳大利亚住宅业务强劲和金融服务收入增加[21] - 福克斯电视网集团流媒体业务表现强劲，Kayo和BINGE付费订阅用户均创新高，全年总付费流媒体用户超过320万[29] - 广播订阅用户总数为1,452,000户，其中住宅用户1,210,000户，商业用户242,000户[30] - 流媒体订阅用户总数为4,776,000户(付费用户4,690,000户)，其中Kayo 1,606,000户(付费用户1,550,000户)、BINGE 1,552,000户(付费用户1,529,000户)、Foxtel Now 147,000户(付费用户142,000户)[30,31] - 道琼斯本季度收入增长2,000万美元或4%,主要由于专业信息业务收入增长带动订阅收入增长[36] - 道琼斯本季度数字订阅用户增长11%至580万户,其中华尔街日报数字订阅用户增长11%至380万户[38,39] - 图书出版业务本季度收入增长6,600万美元或15%,主要由于实体书和电子书销售增长[47] - 新闻媒体业务本季度收入下降2,600万美元或5%,主要由于广告收入和订阅收入下降[53] - 数字房地产服务分部2024财年全年收入为15.39亿美元，同比增长9%[100] - 数字房地产服务分部2024财年全年EBITDA为5.24亿美元，同比增长15%[101] - 订阅视频服务分部2024财年全年收入为19.42亿美元，同比增长1%[100] - 道琼斯分部2024财年全年收入为21.53亿美元，同比增长3%[100] - 图书出版分部2024财年全年收入为19.79亿美元，同比增长5%[100] - 新闻媒体分部2024财年全年收入为22.66亿美元，同比下降4%[100] - 数字实地服务分部EBITDA为1.38亿美元[104] - 订阅视频服务分部EBITDA为0.75亿美元[104] - 道琼斯分部EBITDA为1.37亿美元[104] - 图书出版分部EBITDA为0.57亿美元[104] - 新闻媒体分部EBITDA为0.28亿美元[104] - 数字实地服务分部收入为3.69亿美元[106] - 订阅视频服务分部收入为5.01亿美元[106] - 道琼斯分部收入为5.46亿美元[106] - 图书出版分部收入为4.46亿美元[106] - 新闻媒体分部收入为5.71亿美元[106] 新闻媒体分部表现 - 新闻媒体分部总收入同比下降4%，其中广告收入下降8%[140] - 英国新闻分部收入持平，其中订阅收入增长6%，广告收入下降9%[141] - 澳大利亚新闻分部收入同比下降7%，其中订阅收入下降5%，广告收入下降11%[142] - 新闻媒体分部订阅收入增长1%[140] - 新闻媒体分部其他收入下降6%[140] - 英国新闻分部其他收入下降10%[141] - 澳大利亚新闻分部其他收入下降1%[142] - 英国新闻分部广告收入下降13%[141] - 澳大利亚新闻分部广告收入下降9%[142] - 英国新闻分部订阅收入增长1%[141] 其他 - 公司完成了几项收购和投资，进一步拓展了业务[87] - 公司在2024财年和2023财年分别确认了4400万美元和2500万美元的非现金减值费用[123] - 公司在2023财年确认了约8100万美元的REA Group对PropertyGuru投资的非现金减值[123] - 公司使用"不含汇率影响的收入"指标来反映公司核心业务的表现[124,125]

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock aliv ...

It has been about a month since the last earnings report for News Corp. (NWSA) . Shares have added about 11.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is News Corp. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. News Corporation Q3 Earnings Beat, Revenues Fall ...

Key TakeawaysOpenAI and News Corp announced a multi-year agreement Wednesday, giving the maker of ChatGPT access to content from brands like The Wall Street Journal and Barron's.Microsoft-backed OpenAI has signed deals with other publishers as well to license their content for training purposes, while also including content from the outlets in ChatGPT's responses.The moves come as Microsoft, OpenAI, and Google have faced scrutiny over whether they used copyrighted content without consent to train AI models. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________ FORM 10-Q _________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35769 ____________________ ...

财务数据和关键指标变化 - 第三季度总收入超过24亿美元,同比下降1%,调整后收入与上年持平 [42] - 总分部EBITDA为3.22亿美元,同比增长1%,为2013年公司分拆以来第二高的第三季度 [42] - 每股收益为0.05美元,上年同期为0.09美元,调整后每股收益为0.11美元,上年同期为0.09美元 [42] 各条业务线数据和关键指标变化 数字房地产服务 - 分部收入为3.88亿美元,同比增长7%,调整后增长9% [43] - 分部EBITDA为1.04亿美元,同比增长2%,调整后增长7% [43] - REA集团收入增长15%,受益于住宅收益率提升和房源数量增长 [44] - Move收入下降6%,受到房地产市场整体趋势的影响 [45] 视频订阅服务 - 分部收入为4.55亿美元,同比下降5%,调整后下降1% [48] - 流媒体收入占订阅收入的29%,上年同期为26% [48] - Foxtel广播电视订户下降9%,但ARPU上升2% [50] - Kayo付费订户环比增加269,000,创历史新高 [49] 道琼斯 - 分部收入为5.44亿美元,同比增长3% [51] - 数字收入占总收入的81%,同比增加2个百分点 [51] - 订阅收入占总收入的82% [51] - 专业信息业务收入增长10%,风险合规和能源业务分别增长15% [52] - 消费者业务数字订阅增长17% [53] - 广告收入下降2%,数字广告收入增长4% [54] - 分部EBITDA增长8%,利润率提升至21.7% [56] 图书出版 - 收入为5.06亿美元,同比下降2%,但利润率从11.8%提升至12.3% [57][59] - 数字销售占消费者收入的25%,有声书销售中teens增长 [59] 新闻媒体 - 收入为5.30亿美元,同比下降6%,调整后也下降6% [60] - 广告收入下降13%,印刷广告疲软 [60] - 分部EBITDA下降8百万美元,主要由于收入下降 [62] 各个市场数据和关键指标变化 - 澳大利亚房地产新买家房源4月同比增长32% [63] - 美国房地产市场收入下降趋势有所缓解,但仍面临挑战 [64] - 视频订阅服务在澳大利亚的体育赛事季节性影响下,预计全年利润率将有所下降 [65] - 道琼斯的B2B业务保持强劲增长,但整体费用有所上升 [66] - 图书出版业整体趋势相对稳定,但第三季度实体销售略有疲软 [67] - 新闻媒体广告收入,特别是在澳大利亚,仍然面临挑战 [68] 公司战略和发展方向及行业竞争 - 公司正在积极转型,增加经常性和数字收入,扩大信息服务业务 [41] - 数字收入占总收入的比重已超过50%,未来这一趋势将持续 [12] - 公司正在审视自身架构,以提高灵活性和创造价值 [14] - 在房地产业务方面,公司正在提升realtor.com的技术和内容,并利用新闻资产拓展受众 [47] - 公司与Zillow达成租赁业务合作,有利于realtor.com专注于买卖业务 [46] - 公司正在加强与谷歌的合作,但不涉及人工智能相关内容的使用 [85][86] - 公司在英国市场进行战略调整,将TalkTV转向流媒体和原创视频内容 [34] - 公司与每日邮报集团达成印刷业务合作,有利于成本节约 [34] 管理层对经营环境和未来前景的评论 - 尽管面临不利的宏观经济环境,如美元走强和美国房地产市场低迷,但公司仍实现了利润增长 [9][10] - 公司相信未来会继续保持强劲业绩,因为公司的优质内容在人工智能时代更具价值 [37] - 公司对澳大利亚房地产市场和印度房地产业务前景充满信心 [20][21] - 公司认为美国房地产市场长期前景良好,将继续投资realtor.com以把握机遇 [25] - 公司预计Dow Jones的B2B业务将继续强劲增长,成为最大利润贡献者 [15][56] - 公司对图书出版业的整体趋势保持谨慎乐观,并看好有声书市场的增长潜力 [57][59] - 公司认为新闻媒体业务仍面临广告收入挑战,将继续推进数字化转型和成本优化 [60][68] 问答环节重要的提问和回答 问题1 **Entcho Raykovski提问** 对于realtor.com的投资,具体包括营销和产品开发,其中营销和产品开发各占多少?产品开发是否主要针对买卖代理商? [72] **Robert Thomson回答** 公司不会对具体法律案件发表评论。美国房地产行业正在转型,但房地产经纪人在购房过程中仍发挥关键作用,公司很自豪能为他们提供服务。公司将专注于提升realtor.com的后端系统和用户体验,并与Zillow合作提升租赁业务,以更好地服务这个世界最大的房地产市场。 [73][74][75] 问题2 **David Karnovsky提问** 图书出版业的需求趋势如何?Spotify合作是否会为有声书带来增长动力,是否有其他数字平台有意合作? [78] **Robert Thomson回答** 图书销售有起伏波动,但4月份表现强劲。公司正从Spotify的全球扩张中获益,有声书销售增长14%。公司很自豪能与Spotify这样的团队合作,他们

For the quarter ended March 2024, News Corp. (NWSA) reported revenue of $2.42 billion, down 1% over the same period last year. EPS came in at $0.11, compared to $0.09 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.48 billion, representing a surprise of -2.30%. The company delivered an EPS surprise of +10.00%, with the consensus EPS estimate being $0.10.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street exp ...

News Corp. (NWSA) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this publishing company whose flagship is The Wall Street Journal would post earnings of $0.20 per share when it actually produced earnings of $0.26, delivering a surprise of 30% ...