The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Giuliano Bologna - Compass Point - Analyst
: Congrats on the continued execution. Maybe to start off, your financial guidance for trends for the back half of 2025 are strong and revenue
trends are moving in the right direction. What do you think -- sorry, when do you think your revenues will turn flat?
Question: Giuliano Bologna - Compass Point - Analyst
: That's very helpful. Maybe continuing on that point. Can you provide any more details around the cost reduction program in terms of what
kind of things you might be reducing or cutting back on?
Question: Giuliano Bologna - Compass Point - Analyst
: That's very helpful. As mentioned, we've seen headlines recently about publisher audience and traffic funding because AI search and Google
AI search is sending most of the traffic -- or sorry, is not sending the traffic back to content sites. I'm curious what your experience has been
on your side.
Question: Giuliano Bologna - Compass Point - Analyst
: That is very helpful, and I appreciate it. Next one, I'm curious if there are any updates on the ad tech antitrust case with Google.
Question: Giuliano Bologna - Compass Point - Analyst
: That's very helpful. And I guess maybe on the digital side with the changes you've made to digital subscriber customer acquisition strategy,
Question: Giuliano Bologna - Compass Point - Analyst
: That's very helpful. Maybe one last one. You obviously -- it's very good to see the Perplexity content partnership announcement. I'm curious,
I mean there's a lot of news out there and a lot of articles talking about deals that are being signed around the industry and it seems to be
a lot more focus on AI platforms signing content deals. I'm curious on your side, if you're seeing any trends or any changes in discussions
or the willingness of AI platforms to come to the table and negotiate potential AI content partnership deals.
Question: Matt Condon - Citizens - Analyst
: My first one is just on digital advertising revenue. Understood it was page view growth, programmatic revenue and direct sales that really
drove the upside in the quarter. But can we maybe just dig in on each one of those? Were there certain formats that outperformed or different
product releases that you guys did in the quarter that really drove that improvement?
Question: Matt Condon - Citizens - Analyst
: Great. That's very helpful. And then I wanted to ask just on the DMS business. Obviously, there is signs of improving trends, which are great
there. And I know the strategy is shifting there.
But maybe we can just dig in on what is actually taking place in the strategy, both from a sales perspective and bringing new clients into
the DMS portfolio, but also just what you're doing from a product perspective, maybe just digging in on each one of those things.
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JULY 31, 2025 / 12:30PM, TDAY.N - Q2 2025 Gannett Co Inc Earnings Call
Question: Matt Condon - Citizens - Analyst
: Great. And maybe just last one for me. Just on affiliate revenue. I know there was the changes last quarter from Google that impacted the
business. Are we just -- are we over that at this point?
Is that just -- is that in the rearview mirror? And now is it just a go forward? Or just what context can you give and what happened in 2Q?
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consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.
JULY 31, 2025 / 12:30PM, TDAY.N - Q2 2025 Gannett Co Inc Earnings Call
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