Newsmax Posts First Quarterly Profit, Reaffirms FY26 Guidance, and Discloses Meta AI Partnership
NMAX sits 89% above its 52-week low of $5.11.
Summary
Newsmax delivered its first profitable quarter as a public company, with record revenue and reaffirmed guidance, while disclosing a new Meta AI partnership and detailed affiliate fee upside.
Key Events · Earnings and Guidance · NMAX
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First Quarterly Net Income
Q2 2026 net income of $2.9 million ($0.02 per share), compared to a net loss of $75.2 million in Q2 2025. Adjusted EBITDA was $5.7 million, up from negative $3.8 million.
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Record Revenue and Growth
Total revenue of $54.1 million, up 16.5% year-over-year. Broadcasting revenue grew 20.5% to $45.8 million, driven by affiliate fee increases and international licensing.
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Meta AI Content Partnership
Multi-year partnership with Meta to distribute Newsmax content across Meta's apps and devices, reflecting a broader strategy of licensing content to AI technology companies.
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Affiliate Fee Upside
Newsmax's affiliate fee per subscriber is $0.39 per month, trailing peers by an average of 7x. Management expects expiring contracts to reset at market rates, providing high-margin upside.
Analysis · NMAX · Technology
Newsmax reported its first quarterly net income as a public company, with Q2 revenue up 16.5% to $54.1M and adjusted EBITDA of $5.7M. The company reaffirmed full-year 2026 revenue guidance of $212M-$216M. The investor presentation adds new operational details, including a multi-year AI content partnership with Meta and affiliate fee per subscriber of $0.39, which trails peers by an average of 7x, highlighting a significant monetization opportunity.
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At the time of this filing, NMAX was trading at $9.65 on NYSE in the Technology sector, with a market capitalization of approximately $1.2B. The 52-week trading range was $5.11 to $15.94. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.