| NWS |
Report |
Total Segment EBITDA (Q4 FY26) |
BEAT |
pred ~$385M vs. cons $373.1M (Visible Alpha, Aug 4 2026) |
MEDIUM |
| NWS |
Report |
Dow Jones Revenue (Q4 FY26) |
BEAT |
pred ~$655M vs. cons $640.1M (Visible Alpha, Aug 4 2026) |
MEDIUM |
| NWS |
Report |
Move/Realtor.com Revenue (Q4 FY26) |
MISS |
pred ~$160M vs. cons $163.2M (Visible Alpha, Aug 4 2026) |
MEDIUM |
| NWS |
Guide |
FY2026 EBITDA (FY2026) |
BETTER |
guide ~$1,585-1,595M implied vs. cons $1,579.0M (Visible Alpha, Aug 4 2026) |
MEDIUM |
| NWS |
Guide |
AI Licensing / Anthropic Proceeds (FY2026) |
BETTER |
guide: Anthropic proceeds begin + additional deal in advanced negotiations vs. not in consensus |
LOW |
| NWS |
Guide |
Realtor.com / Housing Outlook (Q1 FY27) |
UNCHANGED |
guide: cautious; mortgage rate headwind maintained vs. cons $197.0M DRES EBITDA (Visible Alpha, Aug 4 2026) |
MEDIUM |
| NWS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| NWS |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE — EBITDA beat absorbed day-1; Move miss + no true FY raise pulls near-term estimates down; last 3 quarters all showed 5-day negative residuals |
MEDIUM |