New York Times operating income has doubled since its 2022 acquisitions
As seen on the 24/7 Wall St. homepage on November 7, 2026.
A games app and a sports site turned into the profit engine behind a doubling of operating income, which is why the bundle is the number to track at the Times.
The New York Times' operating income has now doubled since they acquired Wordle and The Athletic in 2022. $NYT https://t.co/CHAmx2P6Tn
- Replies0
- Reposts0
- Likes0
Continue ReadingShow less
The New York Times acquired Wordle and The Athletic in 2022, gaining two high-engagement, low-churn content pillars that proved far more profitable than their purchase prices suggested.
Operating income has doubled since those deals closed, evidence that the Times' bundle strategy is working. Games and sports now pull subscribers in and keep them paying, building recurring revenue for a company long defined by print decline.
Sponsored
Bundle subscriber growth is the number to watch now, because that is where the operating leverage lives. Each additional subscriber paying for the full package improves incremental margin, the dynamic that has driven operating income higher.
For investors, the risk of dismissing the Times as a legacy newspaper play looks increasingly expensive. A games app and a sports site have quietly become the profit engine of one of the most recognized media brands in the world.
Mentioned: NYT