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Q2 FY2026 EarningsQ2 FY26 results presented a mixed performance against consensus: revenue of $536.3M missed the $546.7M expectation by 1.89%, while Adjusted Net Income reached $11.0M, significantly outperforming the $3.35M consensus mean. The bottom-line beat was primarily driven by a rigorous 8% YoY reduction in operating expenses and strong growth in Digital-only ARPU, which hit a record $10.47 (+34% YoY). Despite the top-line miss, management reiterated its full-year 2026 outlook, signaling confidence in a digital revenue inflection point later this year.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: USA TODAY(TDAY) the Revenue is 536.34 M (-8.3%), Miss estimate;the EBIT is 25.67 M (+18.87%), Beat estimate;the EPS is 0.06 (-85.71%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.54B8.30%
0.55B6.53%
-0.01B1.77%
EBITExceed expectations
0.03B18.87%
0.02B24.33%
+0.01B43.20%
EPSExceed expectations
0.0685.71%
-0.0176104.19%
+0.077618.48%
Revenue
ActualEstimateUnit: USD
Quarterly
EBIT
ActualEstimateUnit: USD
Quarterly
Net income
ActualEstimateUnit: USD
Quarterly
EPS
ActualEstimateUnit: USD
Quarterly
