New York Times Co · Brief

Next report

4 days

Nov 4 · before openest.Q3 FY26

Expected move

±6.3%implied · report alone

65.7474.60

straddle ±8.1%

spot 70.17exp Nov 20ATM strike 70ATM straddle 6.73IV 50%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−13.40%—

quarterimplied−15%0+15%realized×

Q2 FY26—▼−13.40%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · est.

Bull2 of 3

6disclosed supplier and customer tiesSEC filings

4tracked funds holding the companyN-PORT · Jul 31 '26

Bear1

15 of 25largest reporting managers who cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

NYT report session

No linked exposure.

Oct 21impliedImplied move: ±9.0% into Nov 4 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.