Dafinchi AI

IHRT

Consumer

The Digital Audio Group's revenue increased 13.4% year-over-year, surpassing guidance and highlighting strong digital growth.
Podcast revenue grew 28.5%, driven by leadership in podcast publishing and high-margin focus, making it the most profitable in the U.S.
Podcasting EBITDA margins remained accretive, contributing positively to overall company margins.
Management emphasized the momentum in consumer and advertiser acceptance of podcasting as a key growth driver.

NYT

Consumer

Adjusted diluted EPS increased by $0.13 to $0.58, driven by higher operating profit and interest income.
Adjusted operating profit margin expanded by approximately 280 basis points.
Affiliate, licensing, and other revenues increased approximately 6% to $70 million.
Digital advertising revenues grew nearly 19% to $94 million, exceeding guidance, while total advertising revenues increased more than 12% to $134 million.
Digital-only subscription revenues grew approximately 15% to $350 million, driven by 230,000 net new digital subscribers, bringing the total to approximately 11.9 million.
Free cash flow generation was strong at approximately $193 million in the first half of 2025, with $134 million returned to shareholders through buybacks and dividends.
NYT reported strong Q2 2025 financial results with nearly 10% revenue growth year-over-year and approximately 28% growth in adjusted operating profit (AOP).
Total subscription revenues increased about 10% to $481 million, in line with guidance.

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