USA TODAY Co., Inc. (TDAY) Presents at Citi’s 2026 Global TMT Conference Transcript
USA TODAY Co., Inc. (TDAY) Citi’s 2026 Global TMT Conference September 8, 2026 1:55 PM EDT
Company Participants
Michael Reed – Chairman, CEO & President
Trisha Gosser – CFO, Senior VP- Finance & Investor Relations
Conference Call Participants
Jason Bazinet – Citigroup Inc., Research Division
Presentation
Jason Bazinet
Citigroup Inc., Research Division
Just a high-level strategy question. Like you said — I mean, at one level, like your strategy is very clear, but there were a lot of things that happened on that last earnings call where you were talking about serving machines and stuff like that. And so I thought maybe just to start us off, just a high-level simple strategy question. What is your firm’s strategy? How has it evolved? Where are we now? And what might change?
Question-and-Answer Session
Michael Reed
Chairman, CEO & President
Yes. And trying to keep it simple and short, I think the way I would answer that is we are — we have one of the biggest content creator forces in the country. We create content every day that’s relevant to consumers. We’re kind of in the news space, although we’ve branched out into entertainment, sports, games and things like that. But we have a national play and a local play, which makes us a bit unique compared to most media companies. But we’re a content creator and what’s really the underlying strategy is create content that’s relevant and unique, valuable to consumers and to build an audience on our digital platform at scale. And that’s really the underlying strategy.
What is changing really rapidly that impacts Q2, both positively and negatively is the search landscape is changing dramatically from the old search to new AI search, and that’s impacted where consumers when they’re doing search, what platform they stay on versus moving across — around the
