News Corp (NWSA) Q1 FY2027 revenue $2.28 billion vs $2.32 billion est.; EPS $0.29

News Corp reported first-quarter fiscal 2027 revenue of $2.28 billion, up 6% year over year but below the $2.32 billion consensus estimate, with reported EPS of $0.29 versus $0.20 a year earlier. Net income rose 43% to $215 million and Total Segment EBITDA climbed 19% to $403 million, which CEO Robert Thomson called a record first quarter and the company's fourteenth straight quarter of year-over-year profitability growth. Growth was led by REA Group revenue up 13%, Dow Jones up 8% and Book Publishing up 9%, while Move grew revenue 5%. The revenue miss against estimates is the key item for investors weighing margin expansion against top-line expectations. Thomson said News Corp will "woo and we will sue" over AI content licensing, citing partners OpenAI and Meta, making the pace of further AI compensation deals the next focal point.