• On August 20, 2025, Meltwater announced a partnership with Dow Jones, a division of News Corp, to provide premium news content, including subscriber-only articles from The Wall Street Journal, Barron's, MarketWatch, and others, to PR, marketing, and communications professionals via Meltwater's platform.
• This collaboration significantly enhances the reach and potential licensing value of Dow Jones’ high-quality content by integrating it with other leading news sources, strengthening News Corp's digital distribution footprint.
• We'll examine how expanding Dow Jones' premium content access through Meltwater could reinforce News Corp's recurring revenue and market positioning.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

News Investment Narrative Recap

To own shares in News Corp, I believe an investor ultimately needs confidence in the company's ability to transition its publishing and data businesses from declining legacy print to reliable, recurring digital revenue. The Meltwater-Dow Jones partnership underscores this shift by strengthening digital content distribution and B2B licensing but, while positive, may not materially accelerate the most important near-term catalyst, driving recurring digital subscriptions across News Corp’s premium brands. The biggest risk remains that ongoing structural declines in print advertising and circulation could still offset digital gains, weighing on overall revenue and margin trends in the near future.

The August 5, 2025, earnings release stands out in this context: News Corp posted total revenue of US$2,109 million for Q4 (up from US$2,092 million year-over-year) but noted continued negative growth in core print segments, reinforcing the urgency for digital and B2B partnerships like the Meltwater deal to further balance the revenue mix.

Yet, despite partnerships and digital growth, investors should be aware that continued declines in print and legacy media could...

News' narrative projects $9.3 billion revenue and $742.7 million earnings by 2028. This requires 3.4% yearly revenue growth and a $262.7 million earnings increase from $480.0 million today.

Uncover how News' forecasts yield a $37.08 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community members offer fair value estimates on News Corp ranging from US$18.89 to US$37.08. While digital expansion is a key catalyst, the challenge of offsetting ongoing declines in print revenue remains top of mind for many participants.

Explore 3 other fair value estimates on News - why the stock might be worth 38% less than the current price!

Build Your Own News Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your News research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free News research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate News' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.