NWSA · 8-K · 20260805PR000171
Subscription Demand Trends
NEWS CORP · 2026-08-05 · Importance 30 · Surprise 40 · From source text
Dow Jones total average news-product subscriptions increased 7% year over year to more than 6.7 million, while digital-only subscriptions rose 9% to nearly 6.3 million. The Wall Street Journal total subscriptions grew 6% to 4.8 million, with digital-only subscriptions up 8% and enterprise news subscriptions cited as a driver. Barron’s Group digital-only subscriptions increased 15% to 1.512 million. Digital revenues represented 84% of Dow Jones revenue and 76% of circulation revenue in the quarter, while digital advertising revenue grew 10%.
Key facts
- Fiscal 2026 Consolidated Circulation and subscription revenue: $3,203, FX impact $60, Fiscal 2026 constant currency: $3,143, % Change - reported: 6%, % Change - constant currency: 4% source
- Fiscal 2026 Dow Jones Circulation and subscription revenue: $2,020, FX impact $17, Fiscal 2026 constant currency: $2,003, % Change - reported: 7%, % Change - constant currency: 6% source
- Q4 Fiscal 2026 News Media Circulation and subscription revenue: $297, FX impact $13, Q4 Fiscal 2026 constant currency: $284, % Change - reported: 7%, % Change - constant currency: 2% source
- Total average subscriptions to Dow Jones’ news products were over 6.7 million in the fourth quarter, a 7% increase compared to the prior year source
- Digital-only subscriptions to Dow Jones’ news products grew 9% to nearly 6.3 million in the quarter source
- Total subscriptions to The Wall Street Journal grew 6% to 4.8 million average subscriptions in the quarter source
- Digital-only subscriptions to The Wall Street Journal grew 8% to nearly 4.5 million and represented 93% of total Wall Street Journal subscriptions source
- Closing digital subscribers at News Corp Australia as of June 30, 2026 were 1,162,000 (981,000 for news mastheads), compared to 1,166,000 (993,000 for news mastheads) in the prior year source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.7% | Fiscal 2026 Consolidated Circulation and subscription revenue: $3,203, FX impact $60, Fiscal 2026 constant currency: $3,143, % Change -… |
| revenue | positive | realized | +2.6% | Fiscal 2026 Consolidated Circulation and subscription revenue: $3,203, FX impact $60, Fiscal 2026 constant currency: $3,143, % Change -… |