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News Corp Recent Subscription Surge: How Far Can WSJ & The Times Push Digital Growth?

News Corporation reported a solid first quarter for fiscal 2026, showcasing both growth and areas for improvement. The company’s revenue increased by 2% year-over-year to $2.14 billion, driven mainly by strong performance in Dow Jones and Digital Real Estate Services, with total segment EBITDA increasing by 5% to $340 million. Despite this overall positive trend, certain divisions experienced challenges, notably the Book Publishing segment due to a $13 million write-off following the anticipated closure of a book distributor. The Dow Jones segment posted a 6% revenue rise, with EBITDA up by 10%, reflecting its robust digital operations and subscription base. Digital revenues now represent 84% of the segment’s total, driven by significant growth in its Risk & Compliance and professional information services. This showcases News Corp’s successful pivot to digital-first strategies and its capacity to leverage high-margin content licensing.