How Berkshire Hathaway Performed During Buffett’s Final Quarter New York Times (NYSE:NYT) reported a strong start to 2026, with executives pointing to continued digital subscription growth, a sharp increase in digital advertising revenue and ongoing investment in video…
urnalism as key themes from the company’s first-quarter earnings call. President and Chief Executive Officer Meredith Kopit Levien said the company continued to see “strong demand for the uncompromised journalism and premium lifestyle content” across its portfolio, despite a media environment in which large technology platforms continue to affect publisher traffic
She said The Times is not immune to those pressures but believes its strategy and competitive advantages position it for long-term growth. – Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN “We have a clear strategy and enduring advantages that we believe position us well for long-term growth,” Kopit Levien said. She cited the company’s presence in large markets, its ability to produce original reporting and lifestyle content at scale, its use of technology to improve audience engagement and its multiple-revenue-stream model. Digital subscriptions and advertising drive growth Executive Vice President and Chief Financial Officer Will Bardeen said consolidated revenue rose 12% year over year in the first quarter.
Adjusted operating profit increased approximately 27% to about $118 million, while adjusted operating profit margin expanded 200 basis points to 16.6%. – Microsoft is new cybersecurity titan, challenging big tech rivals Digital-only subscription revenue grew approximately 16% to $389 million. The company added 310,000 net new digital-only subscribers in the quarter, bringing its total subscriber base to more than 13 million. Digital-only average revenue per user increased 2.4%.