News Corp (Class B) (NWS)
NASDAQCommunication ServicesPublishingSnapshot 2026-09-04
$33.90-2.36%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesPublishingSnapshot 2026-09-04
QuarterlyIQ Insights · NWS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-09-04.
The screen ranks NWS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated strong grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=1891).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue the authorized stock repurchase program to acquire up to $1 billion of Class A and Class B common stock to enhance shareholder value.
Stated as a priority in 3 disclosures including 2025-Q4 and 2026-Q4. The company is authorized to repurchase up to $1 billion of Class A and B shares. As of 2026-Q4, approximately $460.8 million has been spent on buybacks, showing active execution of the program. The trajectory is delivering with substantial progress toward the $1 billion authorization.
“Repurchase program for up to an aggregate of US$1 billion of the Company’s Nasdaq-listed Class A common stock and Class B common stock authorized as of July 15, 2025.”
“Repurchase program for up to an aggregate of US$1 billion of the Company’s Nasdaq-listed Class A common stock and Class B common stock authorized as of July 15, 2025.”
Focus on revenue and EBITDA growth in core segments including Dow Jones, Digital Real Estate Services, and Book Publishing.
Stated as a priority in 3 quarters including 2026-Q2 to 2026-Q4. Revenues grew from $2.11B in 2025-Q4 to $2.34B in 2026-Q4 (+11%), driven by core segments. Total Segment EBITDA increased 31% to $423M in 2026-Q4. Full year revenue rose 7% to $9.03B in fiscal 2026. The trajectory is delivering consistent growth in core segments.
Grow digital-only subscriptions and digital advertising revenues within the Dow Jones segment to drive revenue and EBITDA growth.
Stated as a priority in 3 quarters including 2026-Q2 to 2026-Q4. Digital-only subscriptions grew 9% to nearly 6.3 million in 2026-Q4 from 5.7 million in 2025-Q4. Digital advertising revenues increased 10% in the same period. The trajectory is delivering sustained growth in digital subscriptions and advertising within Dow Jones.
Increase revenues and EBITDA in Digital Real Estate Services through growth at REA Group and Move, focusing on premium offerings and Australian residential performance.
Stated as a priority in 3 quarters including 2026-Q2 to 2026-Q4. Revenues grew from $466M in 2025-Q4 to $553M in 2026-Q4 (+19%). Segment EBITDA increased 46% to $222M in 2026-Q4 from $152M in 2025-Q4. The trajectory is delivering strong revenue and EBITDA growth in Digital Real Estate Services.
Focus on expanding Dow Jones revenues and EBITDA through growth in Risk & Compliance, Energy, and digital advertising.
Over the trailing year it converted 2.04x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 39% of the time over the next year (vs 44% for the rest of the cohort, n=1199).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
28 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated volatile grew net income 53% of the time over the next year (vs 53% for the rest of the cohort, n=827).
Not investment advice. As of 2026-09-04.
“Core growth engines fueled a 31% surge in fourth quarter Total Segment EBITDA to $423 million.”
“Growth at Digital Real Estate Services, Dow Jones and Book Publishing segments drove 9% revenue increase to $2.19 billion.”
“Growth at Digital Real Estate Services, Dow Jones and Book Publishing segments drove 11% revenue increase to $2.34 billion.”
“Digital-only subscriptions to Dow Jones news products grew 9% to nearly 6.3 million.”
“Digital-only subscriptions to Dow Jones consumer products grew 9% to nearly 6.1 million.”
“Digital revenues at Dow Jones represented 84% of total revenues compared to 83% in the prior year.”
“Digital Real Estate Services revenues increased 19%, segment EBITDA up 46% compared to prior year.”
“Digital Real Estate Services revenues increased 17%, segment EBITDA up 25% compared to prior year.”
“Digital Real Estate Services revenues increased 20%, driven by REA Group and Move.”