News Corp (NWSA) Q4 Results: Revenue Up 5.5% to $2.36B, EPS $0.40 vs. Estimates

News Corp (NASDAQ:NWSA) reported Q4 CY2025 revenue up 5.5% to $2.36 billion, non-GAAP EPS of $0.40, exceeding analyst estimates by 6.9% points. The outperformance followed strong growth in Dow Jones and Digital Real Estate Services, with double-digit profit increases in those segments. Management attributed gains to expanding digital subscriptions, reduced ad reliance, and margin expansion, despite a one-time inventory charge at HarperCollins. CEO Robert Thomson emphasized transition to digital-first revenues and continued AI content licensing, including potential contributions from Anthropic’s $1.5 billion copyrighted materials settlement. CFO Lavanya Chandrashekar outlined focused investments in Dow Jones, digital real estate, and HarperCollins, with disciplined capital allocation and planned share repurchases if free cash flow remains strong. The company trades at $24.25, down from $24.60 pre-earnings. Key watchpoints include new AI licensing deals, sustained digital subscription growth at Dow Jones and Realtor.com, and continued cost management and free cash flow generation.