New York Times Forecasts Strong Subscription Revenue on Digital Bundle Demand

NEW YORK – The New York Times (NYT.N) projected fourth-quarter subscription revenue growth above Wall Street expectations on Wednesday, citing robust demand for its bundled digital offerings. Shares rose roughly 4% in premarket trading.

The publisher’s strategy combines news coverage with lifestyle content, sports, podcasts, games such as Wordle and crosswords, and a library of recipes into one subscription package. Over 50% of NYT subscribers now use the bundled service or multiple products, boosting engagement and retention.

The company expects total subscription revenues to increase 8% to 10% in Q4, exceeding analyst projections of an 8% rise. In Q3, NYT added approximately 460,000 digital-only subscribers, more than doubling the prior quarter’s 230,000 and surpassing estimates of 214,500, according to Visible Alpha.

Rising news consumption in the U.S., driven by political, economic, and climate-related uncertainties, has supported subscriber growth. NYT’s bundled approach aims to attract new readers while retaining existing subscribers, reinforcing the company’s digital-first strategy.

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