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The New York Times Company (NYT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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NYT CEO Meredith Kopit Levien highlighted record 2025 growth—strong subscriber gains, revenue expansion, and margin improvements—at the March 2026 Morgan Stanley conference, framing it as validation of their subscription-first strategy. The core advantage lies in untapped market potential, with news and lifestyle content showing significant domestic and international growth headroom, per Levien’s remarks on total addressable market (TAM) expansion. Levien emphasized scaling "essential subscription" models beyond traditional news, leveraging verticals like cooking, games, and Wirecutter to diversify revenue streams while maintaining high engagement. Margin expansion remains a priority, with operational efficiencies and premium content justifying price increases, though no specific financial targets were disclosed during the session. Analysts probed long-term sustainability, but Levien pivoted to execution confidence, citing data-driven personalization and AI tools as key drivers for retaining and converting subscribers in 2026.
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SA Transcripts158.76K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call The New York Times Company (NYT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 4:50 PM EST Company Participants Meredith Kopit Levien - CEO, President & Director Presentation Unknown Analyst All right. We're going to get started here. Before we get started, I'm going to read these disclosures. For important disclosures, please see the Morgan Stanley research disclosure website, morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. With that, I'm really excited to welcome Meredith Kopit Levien, President and CEO of The New York Times.

Meredith Kopit LevienCEO, President & Director Thanks for having me. Nice to be here. Question-and-Answer Session Unknown Analyst Thank you so much for coming back. I thought I'd just start out maybe just talking about 2026 at a higher level. You've capped of, by all accounts, very successful 2025 with healthy subscriber growth, revenue growth, margin expansion to boot. Where do you see the biggest opportunities to really continue evolving your essential subscription strategy? And then within that context, maybe just talk about how you're seeing the evolution of the TAM that you set out from a subscriber point of view and across your verticals and content genres?

Meredith Kopit LevienCEO, President & Director Happy to talk about both of those things. Let me start by saying I think successful execution of our essential subscription strategy has now powered a handful of advantages for The Times that you're going to see continue to play out. The first one gets a little bit at your -- the second part of your question, which is our news journalism broadly defined and our lifestyle products are all in really big markets with a lot of running room left to penetrate. That's true in news. It's true in lifestyle. It's true domestically. It's true internationally. So

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