How The New York Times Built a Subscription Moat

Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning · Jul 30, 2026 · 6m · transcript

In this episode of Business Strategy Talks, hosts Lucas and Luna examine how The New York Times transformed from a struggling print newspaper into a digital subscription powerhouse with over 11 million subscribers. They unpack the strategic pivot from advertising to reader revenue, the role of brand trust and habit in building switching costs, and the bundling of adjacent services like Cooking, Games, Wirecutter, and The Athletic. The conversation highlights how the Times uses data to personalize the reader experience and reduce churn, and why pricing power remains strong even as the news…