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News Corporation (NWSA) Discusses Dow Jones Strategy and Business Transformation Transcript

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News Corp’s leadership, including CEO Robert Thomson and Chair Lachlan Murdoch, outlined Dow Jones’ strategic transformation during a March 2026 investor briefing in New York, emphasizing digital innovation and product expansion. Dow Jones CEO Almar Latour highlighted new AI-driven financial tools and data platforms, positioning the company to compete with Bloomberg and Reuters in real-time analytics and subscription services. The event included live demos of Dow Jones’ latest products, showcasing advancements in automated journalism and quantum-resistant encryption for secure financial data transmission. Investors questioned growth projections, with executives citing a 12% YoY revenue increase from digital subscriptions and enterprise solutions as validation of the strategy’s early success. Analysts from JPMorgan and Oil Price Information Service pressed for details on integration risks, but leadership reaffirmed confidence in the $500M tech investment to modernize legacy systems.
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SA Transcripts159K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call News Corporation (NWSA) Discusses Dow Jones Strategy and Business Transformation March 16, 2026 4:00 PM EDT Company Participants Michael Florin - Senior VP & Head of Investor RelationsLachlan MurdochRobert Thomson - CEO & DirectorAlmar Latour - Chief Executive Officer of Dow JonesEmma TuckerM. Scott HavensLisa FitzpatrickJoel LangeJared DiPalma Conference Call Participants Sarah Cottle - Oil Price Information Service, LLCDavid ButtenshawDavid Karnovsky - JPMorgan Chase & Co, Research Division Presentation Operator Please welcome Senior Vice President and Global Head of Investor Relations at News Corp, Michael Florin. Michael FlorinSenior VP & Head of Investor Relations Well, good afternoon, and welcome to today's investor briefing on Dow Jones. Thank you all for coming and to those watching on the webcast. I'm Michael Florin, the Global Head of Investor Relations at News Corp. Before I start, safe harbor. Please note that this presentation contains certain forward-looking statements and non-GAAP measures. Please refer to our cautionary statements regarding these items on the slide. We have a great afternoon for you. We're going to start with some opening remarks from News Corp Chair, Lachlan Murdoch; and our Chief Executive, Robert Thomson. And then I'm going to turn it over to Dow Jones team starting with Almar Latour, the Chief Executive Officer of Dow Jones. The briefing should last about 2 hours, including a question-and-answer session. Following the Q&A session, we invite you to reception and we'll also be demoing several Dow Jones products. Before I turn it over to our Chair, Lachlan Murdoch, please enjoy this video. [Presentation] Operator Please welcome News Corp Chair, Lachlan Murdoch.

Lachlan Murdoch Thank you very much, and thank you, Mike. Good afternoon. Thank you all for joining us today, whether you're in the room or here with us in New York or tuning in via the podcast, thank you. I know

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Source: Seeking Alpha