What move does the options market price into New York Times's report?

Implied ±6.3%, either direction.

NYTNYSENewspapers: Publishing or Publishing & Printing

New York Times Co (NYT) earnings date, market-implied expected move, and options open interest by expiry

70.22

pre 69.75 −0.60%

Pre-market09:00 ET

Open70.91Volume2.9MMkt cap$11.3BP/E28.82EPS2.42Div yield1.24%

Day70.04 – 70.910%52-wk55.80 – 86.5245%

NYT

New York Times Co

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±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

Inputs

Next report

Nov 4

before open · in 2 days

est.Q3 FY26

Calendar

Next report

Last report

−13.40%

shaded = implied · ▲▼ = realized

Aug 5 '26 · confirmed

Implied vs realized

Linked news

19hAAPL · supplierApple’s new earnings era begins at a critical time for Big Tech
22hGOOGL · supplierWhy AI is boosting Meta's ad business while hurting Google search

News

Largest filed tie

13F top-10 QoQ

+0.41%

shares held · 10 largest managers

13F · Jun 30 '26125d lag

634 managers

Top fund weight

0.31%

NYT weight · MDY

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

New York Times (NYT) is expected to report on Nov 4 before open (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 5 '26confirmed—▼−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

Implied vs realized

Positioning

OI · 4 expiries · Oct 30 close

0.68OI · 4 expiries · Oct 30 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

10,405−2%Nov 2018d15,350+4%

1,2260%Dec 1846d1.011,2160%1.01

685+1%Jan 1574d1.05654+4%1.05

82+8%Apr 16165d0.57144+62%0.57

ExpiryPutsCallsP/C

Nov 2018d10,405−2%15,350+4%0.68

Dec 1846d1,2260%1,2160%1.01

Jan 1574d685+1%654+4%1.05

Apr 16165d82+8%144+62%0.57

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±8.1%

Funds 4

MDY±0.0%

REVS±0.0%

VTI±0.0%

VT±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

12.25%as filednet margin · revenue +7.05% QoQ · +11.17% YoY

Revenue

$762M+7.05% QoQ

Gross profit

$395M+12.97% QoQ

51.76% margin

Operating income

$118M+30.24% QoQ

15.48% margin

Pre-tax income

$125M+27.36% QoQ

Net income

$93M+6.25% QoQ

12.25% margin

Cost of revenue

$368M+1.35% QoQ

Operating expenses

$277M+6.92% QoQ

SG&A $86M

Marketing $86M

R&D $70M

Other operating $35M

Tax

$32M+205.86% QoQ

Other income

$7M−6.54% QoQ

Revenue$762M+7.05%

Gross profit

$395M+12.97%

51.76% margin

Operating income

$118M+30.24%

15.48% margin

Pre-tax income

$125M+27.36%

Net income

$93M+6.25%

12.25% margin

Cost of revenue

$368M+1.35%

Operating expenses

$277M+6.92%

SG&A $86M

Marketing $86M

R&D $70M

Other income$7M−6.54%

Tax$32M+205.86%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Oct 30 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

NFP ×1.25· ±1.4% vs ±1.1% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±1.4%4 of 10×1.25

CPIconsumer prices±1.3%7 of 11×1.17

CPROFcorporate profits±1.2%7 of 12×1.09

PPIproducer prices±1.2%9 of 11×1.05

GDPgross domestic product±1.1%12 of 19×1.03

PCEpersonal income & outlays±1.1%14 of 19×0.98

FOMCrate decision±1.0%15 of 24×0.94

Bar = avg |move| to ±2% · tick = ±1.1% avg day · ×base = |move| ÷ ±1.1% · min 6 releases

Earnings history

EPS 0.57 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 5 '26 · confirmed	0.57	—
Q1 FY26	—	0.54	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod