The New York Times Co


April 27, 2023

Updating estimates ahead of Q1 FY23 report

By Vasily Karasyov

We are updating our model ahead of Q1 report. Our revised12 month price target of 440 is based on 16x EV/FY25 Adjusted Ebitda; we maintain Neutral rating. Our estimates for Q1 FY23 are: 9,053 digital-only…

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February 8, 2023

A meeting with the CEO and CFO on February 22nd

By Vasily Karasyov

Cannonball Research is hosting an in-person Group Meeting with New York Times (NYT) on Wednesday, February 22nd in New York. Participating Management: Meredith Kopit Levien – President & CEO, Roland Caputo – EVP & CFO,…

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February 8, 2023

FIRST LOOK

By Vasily Karasyov

Financial metrics came in better than expected across the board, but total digital-only subs were below our expectations. We see the results as solid. Bears were most probably looking for a miss in digital advertising…

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January 23, 2023

A meeting with the CEO and CFO on February 22nd

By Vasily Karasyov

Cannonball Research is hosting an in-person Group Meeting with New York Times (NYT) on Wednesday, February 22nd in New York. Participating Management: Meredith Kopit Levien – President & CEO, Roland Caputo – EVP & CFO,…

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November 2, 2022

FIRST LOOK

By Vasily Karasyov

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August 8, 2022

Correction

By Vasily Karasyov

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August 3, 2022

FIRST LOOK

By Vasily Karasyov

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May 4, 2022

FIRST LOOK

By Vasily Karasyov

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February 10, 2022

Maintainance

By Vasily Karasyov

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February 2, 2022

FIRST LOOK

By Vasily Karasyov

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February 2, 2022

Keeping bears at bay, one quarter at a time

By Vasily Karasyov

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