TT101 COMPANY RESEARCH · LAST UPDATED 25 SEP 2026

$NYT

LONG-TERM WATCH

TT101 SETUP

Y Support · Price 63.05 · Y Support 61.96

RESEARCH STATUS

LONG-TERM WATCH

Thesis Summary

The standout quality name in today’s rare yearly structural window. This is a long-term research trigger rather than a forced swing entry.

Growth & Cash Flow

Q2 total revenue +11.2%, digital subscription revenue +16.4%, digital ads +20.7%; 13.35M subscribers.

Catalysts

Digital subscription compounding and advertising growth.

Risks

Media cyclicality, advertising sensitivity and the possibility that price remains range-bound despite good fundamentals.

Current TT101 Watch

Watch subscriber growth, digital ARPU/revenue and behavior around the yearly support zone.

Update History

25 Sep 2026 — Initial TT101 research record. Current thesis, latest fundamental evidence, setup context and key risks established from Daily Market Intelligence Issue 64.

Research source: New York Times Q2 2026. TT101 research is informational and educational.

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