Media & Information Services / Digital Publishing & Professional Data
Strategic Profile
Disciplined investment and value-accretive M&A have increased the company's exposure to the large and fast-growing data and information services market. Dow Jones and Digital Real Estate together accounted for 49% of revenue and 84% of EBITDA for fiscal 2025. Digital revenues have almost doubled since fiscal 2018 to 62% in fiscal 2025.
Cyborg Score Rationale
Dow Jones segment revenue is up 8% with segment EBITDA up 10% to $191 million, with 82% of segment revenue from digital sources. Digital subscription volumes increased 12% to over 6 million subscriptions, with focus on yield and enterprise partnerships. Moody's upgraded News Corp's rating with outlook moved to positive due to balance sheet strength and operating performance.
Top Insights
Dow Jones B2B dominance: Professional information business revenues increasing 12% with Risk & Compliance up 20%, driving highest-margin growth
Digital transformation complete: 62% of revenues now digital with Dow Jones at 84% digital penetration, reducing advertising dependency to just 16% of revenues
Strategic M&A focus: Acquisitions of Dragonfly Intelligence and Oxford Analytica within Risk & Compliance, demonstrating targeted portfolio building
Shareholder-focused capital allocation: Accelerated buyback program at ~$2.5M daily with management targeting significant net asset value discount
Named Competitors
Bloomberg Terminal — Professional financial data and analytics platform
Refinitiv — Financial data, analytics and workflow solutions
Zillow — Digital real estate and property marketplace
Rightmove — UK-based real estate portal
Recent Developments
(February 2026) Q2 FY2026 earnings showed revenue up 8% and segment EBITDA up 10% in Dow Jones with record digital advertising of $87M
(January 2026) Q1 FY2026 results reported 2% revenue growth to $2.14B and 5% segment EBITDA increase to $340M, led by Dow Jones and Digital Real Estate Services
(January 2026) Moody's upgraded News Corp's credit outlook to positive citing balance sheet strength and operating performance
(November 2025) Risk & Compliance revenues grew 16% to $94M including contributions from Dragonfly Intelligence and Oxford Analytica acquisitions
Open the full interactive News Corporation report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.