News Corporation (NWSA)

News Corporation (NWSA) is a global, diversified media and information services company focused on creating and distributing authoritative and engaging content across news, digital real estate, and book publishing. Led by CEO Robert Thomson and Executive Chairman Lachlan Murdoch, News Corps mission is to "build a future where quality journalism and authoritative information thrive in the digital age." The company holds a unique industry position, owning iconic brands like The Wall Street Journal, Dow Jones, HarperCollins, and REA Group. By late 2025, the NWSA stock has been a standout "Digital Transformation" story, with digital revenues now accounting for over 50% of total sales. Its vision is to be the premier provider of business-critical data and premium lifestyle content in the AI era.

The business operations of News Corp are divided into Digital Real Estate Services, Subscription Video Services, Dow Jones, and Book Publishing. In fiscal 2025, the company reported annual revenues of $8.45 billion, with net income surging 71% to $648 million. The core growth driver has been the "Dow Jones Digital Engine," where 83% of revenues are now digital-only. The 2026 strategic roadmap focuses on "AI Content Licensing," with major deals in place with tech giants to monetize the WSJ and Dow Jones archives for LLM training. By late 2025, NWSA reported record EBITDA of $1.42 billion, driven by the strong performance of REA Group in the Australian housing market. By utilizing its "Editorial Moat"—owning the most trusted brands in finance and literature—News Corp maintains significant pricing power in a crowded media landscape. This "Information Essentiality" is a primary driver for the NWSA stock price, as the company transitions from a legacy print conglomerate to a high-margin data and platform business.