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.