USA TODAY Co. Reports Strong Q4 2025 Earnings with Record Digital Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy TDAY?
Source: seekingalpha
- Strong Financial Performance: USA TODAY reported adjusted EBITDA exceeding $90 million in Q4 2025, reflecting a 17% year-over-year increase and a margin expansion of 300 basis points to 16%, marking the highest level in five years and indicating significant improvement in financial health.
- Digital Revenue Milestone: Digital revenues accounted for over 47% of total revenues, reaching an all-time high, with expectations to exceed 50% in 2026, which not only reflects the company's success in digital transformation but also lays a solid foundation for future revenue growth.
- AI Licensing Agreements Progress: The multi-year partnership with Meta represents the largest AI licensing deal to date, expected to positively impact adjusted EBITDA and further drive digital revenue growth, showcasing the company's strategic positioning in the AI sector.
- Debt Management Optimization: The company ended the year with a cash balance of $90.2 million and repaid $136 million in long-term debt, reducing First Lien Net Leverage to 2.4x, demonstrating ongoing efforts in financial stability and risk management.
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Analyst Views on TDAY
Wall Street analysts forecast TDAY stock price to fall
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 6.510
Low
5.10
Averages
5.55
High
6.00
Current: 6.510
Low
5.10
Averages
5.55
High
6.00
About TDAY
USA TODAY Co., Inc., formerly Gannett Co., Inc., is a diversified media company. It is focused on media and digital marketing solutions. Its diverse portfolio includes LocaliQ, a suite of digital business and marketing solutions, and USA TODAY NETWORK Ventures, which is the media-owned events business in the country. Through its brands, including the USA TODAY NETWORK, comprised of the national publication, USA TODAY, and local media organizations, including its network of local properties, in the United States, and Newsquest, a wholly owned subsidiary operating in the United Kingdom, it provides essential journalism, local content, and digital experiences to audiences and businesses. Its digital marketing solutions brand, LocaliQ, supports small and medium-sized businesses with digital marketing products and solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
USA TODAY Launches Annual Film of the Year Voting Program
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- Audience Participation Platform: Through the USA TODAY Movie Meter, registered movie lovers can rate eligible films on a scale of 1 to 5, which not only boosts audience involvement but also provides critical market feedback for the film industry.
- Media Influence: Since its inception in 1982, USA TODAY has become a cornerstone of American media, attracting approximately 87 million unique visitors monthly, enabling it to capture public sentiment surrounding entertainment and cultural events effectively.
- Sponsorship Opportunities: Film studios interested in sponsoring the USA TODAY Movie Meter can contact designated representatives, indicating that the initiative not only offers fans a chance to participate but also creates opportunities for studios to gain brand exposure and market promotion.
See More
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- Celebrating Women: The 2026 USA TODAY Women of the Year honorees represent a diverse array of industries, including technology, music, and sports, showcasing their disruptive influence and inspirational roles across various fields.
- Empowerment Mission: The selection of these honorees aims to recognize women who empower and enrich communities through their work, underscoring USA TODAY's commitment to driving social change and elevating women's status.
- Celebration Event: Honorees will be celebrated at an exclusive event hosted by Angel City Football Club at BMO Stadium on March 27, 2026, and will be featured in print editions throughout March, amplifying their stories and impact.
- Media Influence: USA TODAY leverages its extensive audience, attracting approximately 87 million unique visitors monthly, to elevate women's voices and share their stories, highlighting the media's crucial role in societal transformation.
See More
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- Tech Meets Philanthropy: Emma Bloomberg's nonprofit, Murmuration, partners with over 500 organizations across 26 states to enhance community equity through data and technology, showcasing the critical role of tech in social change.
- Entertainment Industry Disruptor: Sarah Bond, under her leadership at Microsoft Xbox, spearheaded the acquisition of Activision Blizzard and championed innovation and inclusion in gaming, redefining success in the industry with lasting impact.
- Community Care Example: Peggy Winckowski is renowned for her
See More
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- Company Background: USA TODAY Co. is a diversified media company dedicated to empowering and enriching communities through its national publication, USA TODAY, and its network of local properties, providing essential journalism and digital experiences.
- Digital Marketing Solutions: The company's LocaliQ brand focuses on delivering innovative digital marketing products and solutions to small and medium-sized businesses, aiming to drive sustainable growth and meet diverse customer needs.
- Information Channel: USA TODAY Co. utilizes its official website as a key distribution channel for important company information, including press releases and other investor-related updates, ensuring transparency and enhancing engagement with stakeholders.
See More
USA TODAY Co. Reports Strong Q4 2025 Earnings with Record Digital Revenue
- Strong Financial Performance: USA TODAY reported adjusted EBITDA exceeding $90 million in Q4 2025, reflecting a 17% year-over-year increase and a margin expansion of 300 basis points to 16%, marking the highest level in five years and indicating significant improvement in financial health.
- Digital Revenue Milestone: Digital revenues accounted for over 47% of total revenues, reaching an all-time high, with expectations to exceed 50% in 2026, which not only reflects the company's success in digital transformation but also lays a solid foundation for future revenue growth.
- AI Licensing Agreements Progress: The multi-year partnership with Meta represents the largest AI licensing deal to date, expected to positively impact adjusted EBITDA and further drive digital revenue growth, showcasing the company's strategic positioning in the AI sector.
- Debt Management Optimization: The company ended the year with a cash balance of $90.2 million and repaid $136 million in long-term debt, reducing First Lien Net Leverage to 2.4x, demonstrating ongoing efforts in financial stability and risk management.
See More
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- Earnings Loss: Gannett reported a GAAP EPS of -$0.21 for Q4 2025, indicating significant challenges in profitability that could undermine investor confidence moving forward.
- Revenue Performance: The company generated $585 million in revenue during the fourth quarter, which, while showing some growth, failed to offset the losses, highlighting pressures from intensified market competition and declining advertising revenues.
- Market Reaction: Following the earnings report revealing losses, Gannett's stock price may face downward pressure, prompting investors to closely monitor the company's future profitability and strategic adjustments in the market.
- Legal Lawsuit Impact: The ongoing lawsuit against Google is viewed as a significant catalyst; although no immediate turnaround is evident, it may have long-term implications for Gannett's market position and business model.
See More
USA TODAY Launches Annual Film of the Year Voting Program
- Annual Film Voting: USA TODAY has launched its annual Film of the Year voting program, allowing movie enthusiasts to rate 10 Oscar-nominated films until March 15, with results announced on March 16, aiming to enhance audience engagement and reflect public sentiment towards films.
- Audience Participation Platform: Through the USA TODAY Movie Meter, registered movie lovers can rate eligible films on a scale of 1 to 5, which not only boosts audience involvement but also provides critical market feedback for the film industry.
- Media Influence: Since its inception in 1982, USA TODAY has become a cornerstone of American media, attracting approximately 87 million unique visitors monthly, enabling it to capture public sentiment surrounding entertainment and cultural events effectively.
- Sponsorship Opportunities: Film studios interested in sponsoring the USA TODAY Movie Meter can contact designated representatives, indicating that the initiative not only offers fans a chance to participate but also creates opportunities for studios to gain brand exposure and market promotion.
See More
2026 USA TODAY Women of the Year Honorees Announced
- Celebrating Women: The 2026 USA TODAY Women of the Year honorees represent a diverse array of industries, including technology, music, and sports, showcasing their disruptive influence and inspirational roles across various fields.
- Empowerment Mission: The selection of these honorees aims to recognize women who empower and enrich communities through their work, underscoring USA TODAY's commitment to driving social change and elevating women's status.
- Celebration Event: Honorees will be celebrated at an exclusive event hosted by Angel City Football Club at BMO Stadium on March 27, 2026, and will be featured in print editions throughout March, amplifying their stories and impact.
- Media Influence: USA TODAY leverages its extensive audience, attracting approximately 87 million unique visitors monthly, to elevate women's voices and share their stories, highlighting the media's crucial role in societal transformation.
See More
2026 USA TODAY Women of the Year Honorees Announced
- Symbol of Female Empowerment: The 2026 USA TODAY Women of the Year honorees, including Emma Bloomberg and Sarah Bond, embody resilience and innovation across various industries, inspiring future generations of women to strive for excellence.
- Tech Meets Philanthropy: Emma Bloomberg's nonprofit, Murmuration, partners with over 500 organizations across 26 states to enhance community equity through data and technology, showcasing the critical role of tech in social change.
- Entertainment Industry Disruptor: Sarah Bond, under her leadership at Microsoft Xbox, spearheaded the acquisition of Activision Blizzard and championed innovation and inclusion in gaming, redefining success in the industry with lasting impact.
- Community Care Example: Peggy Winckowski is renowned for her
See More
USA TODAY CEO to Attend Deutsche Bank Conference
- Conference Participation: USA TODAY Co.'s CEO Michael Reed will participate in the Deutsche Bank 34th Annual Media, Internet & Telecom Conference on March 9, 2026, engaging in one-on-one investor meetings to enhance communication and relationships with investors.
- Company Background: USA TODAY Co. is a diversified media company dedicated to empowering and enriching communities through its national publication, USA TODAY, and its network of local properties, providing essential journalism and digital experiences.
- Digital Marketing Solutions: The company's LocaliQ brand focuses on delivering innovative digital marketing products and solutions to small and medium-sized businesses, aiming to drive sustainable growth and meet diverse customer needs.
- Information Channel: USA TODAY Co. utilizes its official website as a key distribution channel for important company information, including press releases and other investor-related updates, ensuring transparency and enhancing engagement with stakeholders.
See More
USA TODAY Co. Reports Strong Q4 2025 Earnings with Record Digital Revenue
- Strong Financial Performance: USA TODAY reported adjusted EBITDA exceeding $90 million in Q4 2025, reflecting a 17% year-over-year increase and a margin expansion of 300 basis points to 16%, marking the highest level in five years and indicating significant improvement in financial health.
- Digital Revenue Milestone: Digital revenues accounted for over 47% of total revenues, reaching an all-time high, with expectations to exceed 50% in 2026, which not only reflects the company's success in digital transformation but also lays a solid foundation for future revenue growth.
- AI Licensing Agreements Progress: The multi-year partnership with Meta represents the largest AI licensing deal to date, expected to positively impact adjusted EBITDA and further drive digital revenue growth, showcasing the company's strategic positioning in the AI sector.
- Debt Management Optimization: The company ended the year with a cash balance of $90.2 million and repaid $136 million in long-term debt, reducing First Lien Net Leverage to 2.4x, demonstrating ongoing efforts in financial stability and risk management.
See More
Gannett Reports Q4 2025 Earnings with Loss
- Earnings Loss: Gannett reported a GAAP EPS of -$0.21 for Q4 2025, indicating significant challenges in profitability that could undermine investor confidence moving forward.
- Revenue Performance: The company generated $585 million in revenue during the fourth quarter, which, while showing some growth, failed to offset the losses, highlighting pressures from intensified market competition and declining advertising revenues.
- Market Reaction: Following the earnings report revealing losses, Gannett's stock price may face downward pressure, prompting investors to closely monitor the company's future profitability and strategic adjustments in the market.
- Legal Lawsuit Impact: The ongoing lawsuit against Google is viewed as a significant catalyst; although no immediate turnaround is evident, it may have long-term implications for Gannett's market position and business model.
See More
