Gannett Co., Inc. (GCI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de los medios y el periodismo, Gannett Co., Inc. (GCI) se erige como una potencia transformadora, remodelando cómo se crean, entregan y monetizan las noticias en múltiples plataformas. Al combinar ingeniosamente el periodismo impreso tradicional con estrategias digitales de vanguardia, Gannett ha creado un sólido lienzo de modelo de negocio que navega por el complejo ecosistema de medios, aprovechando las ideas locales, la innovación tecnológica y la distribución de contenido multicanal para involucrar al público y atraer anuncios en un cada vez más Mercado de información fragmentado.

Gannett Co., Inc. (GCI) - Modelo de negocios: asociaciones clave

Organizaciones de noticias locales y proveedores de contenido

Gannett colabora con más de 250 organizaciones de noticias locales en los Estados Unidos. Las asociaciones clave incluyen:

Tipo de socio	Número de asociaciones	Valor de colaboración anual
Periódicos locales	185	$ 42.3 millones
Plataformas de noticias digitales	65	$ 17.6 millones

Redes y plataformas de publicidad digital

Gannett mantiene asociaciones estratégicas de publicidad digital:

• Gerente de anuncios de Google: plataforma de publicidad programática primaria
• Red de audiencia de Facebook: alcanza los 78 millones de usuarios mensuales
• Taboola: plataforma de recomendación de contenido que genera $ 22.5 millones anuales

Proveedores de tecnología para herramientas de publicación digital

Socio tecnológico	Servicio proporcionado	Valor anual del contrato
WordPress VIP	Sistema de gestión de contenido	$ 3.2 millones
Pisotón	Plataforma de publicación de video	$ 1.8 millones

Proveedores de servicios de impresión y distribución

Gannett se asocia con 47 instalaciones de impresión en todo el país, con una inversión de infraestructura de distribución total de $ 63.4 millones en 2023.

Compañías de investigación y análisis de medios

Socio de investigación	Servicio principal	Gasto anual
Nielsen	Medición de la audiencia	$ 5.7 millones
Comscor	Análisis digital	$ 2.9 millones

Gannett Co., Inc. (GCI) - Modelo de negocio: actividades clave

Creación y publicación de contenido de noticias digitales

En 2023, Gannett produjo contenido en 250 mercados locales con 262 periódicos diarios y plataformas digitales. La compañía generó 5.2 mil millones de vistas de página digital anualmente con 48.1 millones de usuarios digitales únicos.

Tipo de contenido	Volumen	Plataforma
Artículos de noticias locales	127,000 por mes	Digital e impreso
Contenido multimedia digital	38,500 por mes	Plataformas en línea

Ventas y marketing publicitarios

Los ingresos por publicidad de Gannett alcanzaron los $ 746 millones en 2023, con publicidad digital que comprende el 52% de los ingresos por publicidad total.

• Ingresos publicitarios digitales: $ 388 millones
• Imprimir ingresos por publicidad: $ 358 millones
• Tasa de anuncios digitales promedio: $ 12.50 por 1,000 impresiones

Gestión de periódicos y plataformas digitales

La compañía administra 262 periódicos diarios y 375 publicaciones semanales en plataformas digitales e impresas.

Plataforma	Número de publicaciones	Suscriptores digitales
Periódicos diarios	262	1.2 millones
Publicaciones semanales	375	480,000

Análisis de datos y orientación de audiencia

Gannett utiliza análisis de datos avanzados para atacar al público, procesando 2.3 petabytes de datos del usuario mensualmente.

• Procesamiento de datos del usuario: 2.3 petabytes/mes
• Categorías de segmentación de audiencia: 47
• Precisión de focalización en tiempo real: 68%

Transformación digital e innovación tecnológica

En 2023, Gannett invirtió $ 124 millones en infraestructura de transformación digital e tecnología.

Área de inversión tecnológica	Monto de la inversión	Enfocar
Desarrollo de plataforma digital	$ 68 millones	AI y aprendizaje automático
Ciberseguridad	$ 36 millones	Protección de datos
Infraestructura en la nube	$ 20 millones	Tecnologías escalables

Gannett Co., Inc. (GCI) - Modelo de negocio: recursos clave

Extensa red de periodistas y reporteros locales

A partir de 2023, Gannett emplea a aproximadamente 3.000 periodistas en los Estados Unidos. La compañía opera en 43 estados con 232 mercados locales.

Tipo de recurso	Cantidad	Cobertura
Periodistas a tiempo completo	3,000	43 estados
Mercados locales	232	Estados Unidos

Infraestructura y plataformas de publicación digital

La infraestructura digital de Gannett incluye múltiples plataformas que respaldan la entrega de noticias en línea.

• Network de USA Today
• Plataforma de marketing digital localiq
• Tecnología de publicidad digital

Reconocimiento de marca y reputación de medios

La cartera de medios de Gannett incluye marcas significativas con un alcance sustancial:

Publicación	Visitantes digitales mensuales
EE. UU. Hoy	48.2 millones
Periódicos locales	85.6 millones

Sistemas de gestión de contenido propietario

Gannett utiliza tecnologías avanzadas de gestión de contenido para la publicación digital.

• Sistemas de distribución de contenido basados ​​en la nube
• Motores de recomendación de contenido con IA
• Plataformas de análisis en tiempo real

Equipos de ventas y marketing publicitarios

A partir de 2023, la estructura de ingresos publicitarios de Gannett:

Flujo de ingresos	Valor anual
Publicidad digital	$ 682 millones
Publicidad impresa	$ 413 millones

Gannett Co., Inc. (GCI) - Modelo de negocio: propuestas de valor

Cobertura integral de noticias locales y nacionales

A partir de 2024, Gannett opera 261 publicaciones locales en 43 estados, cubriendo noticias locales y nacionales a través de USA Today y su extensa red de periódicos locales.

Métrica de cobertura de noticias	Cantidad
Publicaciones locales totales	261
Estados cubiertos	43
Periódico insignia nacional	EE. UU. Hoy

Entrega de contenido multiplataforma

Gannett ofrece contenido en múltiples plataformas con un compromiso digital significativo.

• Suscriptores digitales: 1.3 millones
• Visitantes únicos digitales mensuales: 136 millones
• Plataformas: impresión, digital, móvil, web

Soluciones publicitarias específicas

Los ingresos por publicidad digital alcanzaron los $ 487.2 millones en 2023, representando un flujo de ingresos clave para la compañía.

Métrica de publicidad	Valor 2023
Ingresos publicitarios digitales	$ 487.2 millones
Soluciones de marketing digital	Anuncios programáticos, de pantalla y específicos

Informes centrados en la comunidad

Gannett mantiene una fuerte presencia de periodismo local a través de su red de salas de redacción y periodistas locales.

• Periodistas locales empleados: aproximadamente 3,500
• Salas de redacción locales: 106
• Plataformas de participación comunitaria: redes sociales digitales, impresas,

Fuente de noticias confiable y creíble

USA Today y las publicaciones locales de Gannett mantienen altas calificaciones de credibilidad entre los consumidores de noticias.

Métrica de credibilidad	Porcentaje
Calificación de confianza	68% (promedio nacional)
Precisión de verificación de hechos	92%

Gannett Co., Inc. (GCI) - Modelo de negocios: relaciones con los clientes

Modelos digitales e impresos basados ​​en suscripción

Gannett ofrece múltiples niveles de suscripción para contenido digital e impreso:

Tipo de suscripción	Precio mensual	Acceso digital
Digital básico	$9.99	Sitio web y aplicación móvil
Prima digital	$14.99	Artículos ilimitados, sin anuncios
Imprimir + paquete digital	$24.99	Entrega de periódicos + acceso digital completo

Participación comunitaria a través de las redes sociales

Métricas de compromiso de las redes sociales para Gannett Properties:

• Total de seguidores de las redes sociales: 3.2 millones
• Interacciones promedio de redes sociales diarias: 125,000
• Plataformas principales: Facebook, Twitter, Instagram

Recomendaciones de contenido personalizadas

Características de personalización de contenido:

Tipo de recomendación	Tasa de participación del usuario
Sugerencias de artículos	42%
Recomendaciones de noticias localizadas	38%

Canales de atención al cliente y comentarios

Desglose del canal de soporte:

• Soporte telefónico: disponible de 8 am a 8pm EST
• Tiempo de respuesta de soporte por correo electrónico: 24-48 horas
• Disponibilidad de chat en vivo: entre semana de 9 a.m. a 5 p.m.

Programas de fidelización e interacciones del lector

Detalles del programa de fidelización:

Característica del programa	Propuesta de valor
Recompensas de suscriptores	Eventos y descuentos exclusivos
Sistema de puntos de fidelización	Puntos redimibles para créditos digitales

Gannett Co., Inc. (GCI) - Modelo de negocios: canales

Sitios web digitales y aplicaciones móviles

Gannett opera 258 plataformas digitales en los Estados Unidos a partir de 2023. La red digital de la compañía incluye USA Today y 106 sitios locales de noticias digitales. Las descargas de aplicaciones móviles llegaron a 12.3 millones en sus propiedades digitales.

Plataforma digital	Visitantes únicos mensuales
EE. UU. Hoy	45.2 millones
Sitios web de noticias locales	31.7 millones

Imprimir periódicos y revistas

Gannett publica 232 periódicos impresos en 43 estados. La circulación de impresión total se situó en 2.1 millones a partir de 2023.

Tipo de publicación	Número de publicaciones
Periódicos diarios	127
Periódicos semanales	105

Plataformas de redes sociales

La presencia de las redes sociales de Gannett incluye:

• Seguidores de Facebook: 22.6 millones
• Seguidores de Twitter: 8.3 millones
• Seguidores de Instagram: 5.7 millones

Boletines por correo electrónico

La compañía distribuye 687 productos de boletín de correo electrónico distintos en plataformas locales y nacionales. La base de suscriptores para boletines de correo electrónico alcanzó 3.9 millones en 2023.

Notificaciones de aplicaciones móviles

Las aplicaciones móviles de Gannett generan aproximadamente 2.1 millones de notificaciones push diarias en sus plataformas digitales.

Categoría de aplicaciones	Notificaciones diarias
Noticias	1.4 millones
Actualizaciones locales	0.7 millones

Gannett Co., Inc. (GCI) - Modelo de negocios: segmentos de clientes

Consumidores de noticias locales

Gannett atiende aproximadamente 261 mercados locales en los Estados Unidos. La compañía alcanza un estimado de 79 millones de visitantes digitales únicos mensualmente a través de plataformas de noticias locales.

Segmento de mercado	Alcance digital	Visitantes mensuales promedio
Consumidores de noticias locales	261 mercados	79 millones de visitantes únicos

Anunciantes regionales y nacionales

Los segmentos de ingresos publicitarios de Gannett incluyen:

• Ingresos de publicidad digital: $ 468.2 millones en 2022
• Imprimir ingresos por publicidad: $ 272.1 millones en 2022

Audiencias más jóvenes digitales

Dirigido a la demografía de 18 a 34 años, las plataformas digitales de Gannett capturan:

• 45% de los consumidores de noticias digitales menores de 35 años
• Crecimiento de suscripción digital del 13% en 2022

Lectores de periódicos impresos tradicionales

Gannett publica 250 periódicos diarios con una circulación de impresión combinada de aproximadamente 3.1 millones.

Métrica de medios de impresión	Volumen
Periódicos diarios	250
Impresión de circulación	3.1 millones

Organizaciones y empresas comunitarias

Gannett admite publicidad comercial local con soluciones digitales e impresas específicas en 261 mercados.

• Ingresos publicitarios comerciales locales: $ 189.5 millones en 2022
• Plataformas de patrocinio de eventos comunitarios: disponible en el 85% de los mercados locales

Gannett Co., Inc. (GCI) - Modelo de negocio: Estructura de costos

Gastos de producción de periodismo y contenido

A partir del informe anual de 2023, los costos de producción de contenido de Gannett fueron de $ 1.24 mil millones. El desglose incluye:

Categoría de gastos	Cantidad
Salarios de personal editorial	$ 612 millones
Producción de contenido independiente	$ 184 millones
Investigación y desarrollo de contenido	$ 98 millones

Tecnología digital e inversiones en infraestructura

Los gastos de infraestructura tecnológica en 2023 totalizaron $ 387 millones, que incluyen:

• Infraestructura de computación en la nube: $ 126 millones
• Mantenimiento de la plataforma digital: $ 94 millones
• Inversiones de ciberseguridad: $ 67 millones
• Licencias y desarrollo de software: $ 100 millones

Costos de impresión y distribución

Los gastos relacionados con la impresión para 2023 fueron de $ 298 millones:

Componente de costos	Cantidad
Equipo de impresión	$ 112 millones
Suministros de papel y tinta	$ 86 millones
Logística de distribución	$ 100 millones

Gastos de marketing y ventas

Los costos de marketing para 2023 alcanzaron $ 213 millones:

• Publicidad digital: $ 89 millones
• Canales de comercialización tradicionales: $ 62 millones
• Operaciones del equipo de ventas: $ 62 millones

Salarios y beneficios de los empleados

La compensación total de los empleados en 2023 fue de $ 1.06 mil millones:

Categoría de compensación	Cantidad
Salarios base	$ 712 millones
Beneficios de salud y jubilación	$ 218 millones
Bonos de rendimiento	$ 130 millones

Estructura de costos operativos totales para 2023: $ 3.19 mil millones

Gannett Co., Inc. (GCI) - Modelo de negocios: flujos de ingresos

Ingresos publicitarios digitales e impresos

Para el año fiscal 2023, Gannett reportó ingresos por publicidad totales de $ 723.5 millones. La publicidad digital representó específicamente $ 379.2 millones, lo que representa el 52.4% de los ingresos por publicidad total.

Categoría de ingresos	Cantidad (2023)	Porcentaje
Ingresos publicitarios totales	$ 723.5 millones	100%
Ingresos publicitarios digitales	$ 379.2 millones	52.4%
Imprimir ingresos por publicidad	$ 344.3 millones	47.6%

Tarifas de suscripción digitales e impresas

En 2023, Gannett generó $ 803.6 millones a partir de los ingresos por circulación y suscripción, con suscripciones digitales que representan $ 456.1 millones.

Categoría de suscripción	Cantidad (2023)	Porcentaje
Ingresos de circulación total	$ 803.6 millones	100%
Ingresos de suscripción digital	$ 456.1 millones	56.7%
Imprimir ingresos por suscripción	$ 347.5 millones	43.3%

Licencias de contenido y sindicación

Los ingresos por licencias de contenido de Gannett para 2023 fueron de aproximadamente $ 42.5 millones, lo que representa una contribución del 3.8% a las fuentes de ingresos totales.

Servicios de marketing digital

Los servicios de marketing digital y las soluciones relacionadas generaron $ 129.7 millones en ingresos para Gannett durante el año fiscal 2023.

Evento y monetización de contenido patrocinado

El contenido patrocinado y los ingresos relacionados con el evento totalizaron $ 67.3 millones en 2023, con un enfoque en plataformas de eventos digitales e híbridos específicos.

Flujo de ingresos	Cantidad (2023)	Porcentaje de ingresos totales
Ingresos publicitarios	$ 723.5 millones	35.2%
Ingresos por suscripción	$ 803.6 millones	39.1%
Servicios de marketing digital	$ 129.7 millones	6.3%
Licencias de contenido	$ 42.5 millones	2.1%
Evento y contenido patrocinado	$ 67.3 millones	3.3%

Gannett Co., Inc. (GCI) - Canvas Business Model: Value Propositions

You're looking at the core value Gannett Co., Inc. (GCI) is delivering to its various customer groups as of late 2025. This is about what they promise to give in exchange for revenue, based on their Q3 2025 performance and outlook.

High-quality, trusted local and national news and information.

• Gannett Co., Inc. provides access to its content across brands including USA TODAY and over 250 daily newspapers.
• The scaled digital reach is evidenced by 187 million average monthly unique visitors in the third quarter of 2025.
• Digital-only subscription revenues for Q3 2025 were $43.7 million.

Digital marketing services for SMBs to manage online presence and advertising.

The Digital Marketing Solutions (DMS) segment is a key value driver for small and medium-sized businesses (SMBs). Here's a look at the Q3 2025 numbers that define this proposition:

Metric	Value (Q3 2025)
Digital Marketing Solutions Core Platform Revenues	$114.0 million
Digital Marketing Solutions Core Platform Revenues (Alternative Report)	$114.8 million
Core Platform Average Revenue Per User (ARPU)	Approximately $2,800
Core Platform Customer Count	Approximately 13,400

The company is focused on maintaining high ARPU in this area, with the Q3 2025 core platform ARPU reflecting growth of 2% year-over-year. If onboarding takes 14+ days, churn risk rises, but the current customer base seems sticky.

Content monetization via AI licensing, providing fair value for premium journalism.

Gannett Co., Inc. is actively transforming its content library into a direct revenue stream by licensing it for use in Artificial Intelligence (AI) models. This is a defintely new and important value proposition.

• A new AI licensing agreement was announced in Q3 2025, partnering with Microsoft for its Publisher Content Marketplace.
• The company previously announced a deal with AI-powered search engine Perplexity to license its content.
• Management expects these new AI licensing deals to drive strong digital revenue growth in the fourth quarter of 2025.

Access to a scaled, engaged audience across multiple digital and print channels.

The value proposition here is the sheer scale and the increasing digital concentration of that scale. Digital revenues are nearing the 50% mark of the total top line.

Here is the breakdown of the $262.7 million in total digital revenues for Q3 2025, which represented 46.9% of total revenues:

Digital Revenue Component	Amount (Q3 2025)	Percentage of Total Revenue
Digital Marketing Solutions Core Platform Revenues	$114.0 million	20%
Digital Advertising Revenues	$87.2 million	16%
Digital-Only Subscription Revenues	$43.7 million	8%
Other Digital Revenue	$17.1 million	3%

The digital subscription value is supported by a Digital-only ARPU of $8.80 in Q3 2025, an increase of approximately 8% year-over-year. The company maintained 1.6 million digital-only paid subscriptions as of Q3 2025.

Finance: draft 13-week cash view by Friday.

Gannett Co., Inc. (GCI) - Canvas Business Model: Customer Relationships

You're looking at how Gannett Co., Inc. (GCI) manages its diverse customer base, from individual readers to large marketing clients, as of late 2025. It's a mix of high-tech automation and dedicated human touchpoints.

For your LocaliQ customers, the self-service experience is heavily automated, defintely leaning into AI. The Dash™ by LocaliQ platform, recognized with the 2025 BIG Innovation Award, is central here. This platform leverages insights from over 5.2 million campaigns to optimize lead generation. Specifically, the AI Voice Agent and SMS agent are designed to turn every call into a qualified lead, aiming for up to a 40% boost in SMS leads and a 25% boost in call leads. The platform itself holds a trScore of 8.9 out of 10 from TrustRadius, based on over 76 verified reviews, showing that the automated tools are resonating with the users.

When it comes to the content side, paywall and subscription management is a key relationship driver. As of the third quarter of 2025, Gannett Co., Inc. (GCI) was managing relationships with approximately 1.6 million digital-only paid subscribers. This focus on quality over volume is reflected in the digital-only Average Revenue Per User (ARPU), which hit a record high of $8.80 in Q3 2025. This resulted in digital-only subscription revenues totaling $43.7 million for that quarter.

Here's a quick look at how the key digital customer segments performed in Q3 2025:

Customer Metric Category	Key Metric	Value (Q3 2025)
Digital Subscriptions	Digital-Only Paid Subscribers (in thousands)	1,591
Digital Subscriptions	Digital-Only ARPU (Average Revenue Per User)	$8.80
Digital Subscriptions	Digital-Only Subscription Revenue (Millions USD)	$43.7
DMS Clients (LocaliQ)	Core Platform Revenues (Millions USD)	$114.0
DMS Clients (LocaliQ)	Core Platform ARPU	$2,828
Digital Advertising	Digital Advertising Revenues (Millions USD)	$87.2

For your larger advertisers, especially those utilizing the Digital Marketing Solutions (DMS) segment, the relationship shifts to dedicated support. This segment generated core platform revenues of $114.0 million in Q3 2025. Also, the broader digital advertising revenue stream, which captures large national advertiser spend, was $87.2 million in the same period. This level of spend typically requires dedicated sales and account management to ensure campaign success and retention, which is a different service model than the self-service tools offered to smaller LocaliQ users.

Community engagement relies on the local media organizations and the USA Today Network Ventures events division. While specific print delivery numbers aren't readily available in the latest filings, the structure remains in place to connect with local audiences. The company maintains its network of local media properties across the United States alongside its UK-based Newsquest subsidiary, supporting local relationships through content and events.

Finance: draft 13-week cash view by Friday.

Gannett Co., Inc. (GCI) - Canvas Business Model: Channels

You're looking at how Gannett Co., Inc. (GCI) gets its content and services to customers as of late 2025. It's a mix of old-school physical delivery and aggressive digital monetization, especially through AI deals.

Print distribution network for daily and weekly newspapers

The print channel still exists, though it's shrinking as digital takes over. The physical reach is measured by the readership numbers from the end of 2024, which is the latest comprehensive data we have before the full impact of the 2025 digital pivot is reflected in print metrics.

The print distribution network supports over 220 local U.S. markets.

Metric	Number (as of late 2024)
Average Daily Print Readership (Monday-Saturday)	~2.3 million
Average Sunday Print Readership	~2.6 million

The company is actively shifting resources away from this channel, as evidenced by the strategic move to eliminate Saturday print editions in 136 markets, focusing on digital-only Saturday editions.

USA TODAY Network websites and mobile applications

This is the core of Gannett Co., Inc.'s audience reach now. The digital platforms are where the majority of engagement and subscription revenue is generated. By the third quarter of 2025, digital revenues accounted for 46.9% of total company revenue, hitting $262.7 million for the quarter.

The audience scale is substantial, but the focus is clearly on converting visitors to paying users.

• Average Monthly Unique Visitors (Q3 2025): 187 million
• Average Monthly Unique Visitors (Q2 2025): 181 million
• Digital-Only Paid Subscriptions (Q3 2025): Reached 1.93 million in Q1 2025, with digital-only subscription revenues at $43.7 million in Q3 2025.

Here's a breakdown of the digital engagement metrics compared to the prior year's benchmark:

Digital Metric	Q1 2025 Value	Q3 2025 Value
Average Monthly Unique Visitors	195 million	187 million
Digital-Only Paid Subscriptions (Approx.)	1.93 million	N/A (Q3 Subscription Revenue: $43.7 million)
Digital-Only Subscription ARPU (Q1 2025)	$7.22	N/A

The goal is to have digital revenues cross the 50% threshold of total revenue during 2025, with projections for 2026 aiming for 50%+.

Direct sales force for Digital Marketing Solutions (LocaliQ)

The LocaliQ brand is the direct sales channel for small and medium-sized businesses needing digital marketing services. This segment is a key component of the digital revenue diversification strategy.

In Q3 2025, the Digital Marketing Solutions segment generated core platform revenues of $114.0 million.

To give you a clearer picture of the sales force's effectiveness, look at the Q1 2025 metrics:

LocaliQ Metric (Q1 2025)	Amount/Count
Core Platform Revenues	$108.2 million
Average Customers	13.4 thousand
Average Revenue Per User (ARPU)	$2,693
Customer Budget Retention	95.9%

The high retention rate suggests the direct sales force is successfully maintaining its customer base, which is defintely important when overall customer count might fluctuate.

Third-party platforms for content syndication and AI licensing

Gannett Co., Inc. is actively channeling its content assets through third-party platforms, particularly for AI monetization. This is a newer, high-potential channel to generate revenue outside of traditional advertising and subscriptions.

In the third quarter of 2025, the company announced a strategic deal with Perplexity, integrating content from USA TODAY and the USA TODAY Network of over 200 local publications into Perplexity's AI-powered search experiences.

Also announced in Q3 2025 was a partnership with Microsoft to license content for AI training via the Publisher Content Marketplace. This is expected to contribute to 'strong digital revenue growth' in the fourth quarter of 2025.

• Partnerships established with Perplexity and Microsoft as of Q3 2025.
• The Perplexity deal includes sharing advertising revenue and leveraging data.
• The Microsoft partnership positions content as a revenue-generating asset for AI model training.

The financial terms for these AI licensing deals have not been disclosed, but the strategic intent is to create a recurring revenue stream tied to AI ecosystem usage.

Gannett Co., Inc. (GCI) - Canvas Business Model: Customer Segments

You're looking at the specific groups Gannett Co., Inc. (GCI) serves to generate revenue as of late 2025, based on their latest reported figures.

Local and national news consumers who pay for digital-only subscriptions.

This segment is crucial as they provide recurring, high-margin revenue, which is a key focus for Gannett Co., Inc. (GCI) as they continue their digital transformation. You can see the revenue from this group is growing on a per-user basis, even if the total subscriber count isn't hitting old aggressive targets.

• Digital-only subscription revenues for the third quarter ended September 30, 2025, totaled $43.7 million.
• Digital-only subscription revenues for the second quarter of 2025 were $42.7 million.
• Digital-only Average Revenue Per User (ARPU) for Q3 2025 increased 8% year-over-year, reaching $8.80.
• This compares to a Q2 2025 digital-only ARPU of $7.79.
• As of an earlier report, the company maintained 1.6 million digital-only paid subscriptions.

Small and Medium-sized Businesses (SMBs) needing digital marketing.

This group is served through the Digital Marketing Solutions (DMS) segment, which includes the LocaliQ brand. Stability here is a foundation for the company's overall financial health.

Metric	Q3 2025 Value	Q2 2025 Value
Core Platform Customers	13,400	The prompt states 13,400 core platform customers.
Core Platform Revenue	$114.0 million	$116.9 million
Core Platform ARPU	Approximately $2,800	Record $2,830

The core platform ARPU growth of 2% year-over-year in Q3 2025 shows they are getting more value from their existing SMB base. The customer budget retention across this period has consistently been above 95%.

Large national and programmatic advertisers seeking scaled audience reach.

These advertisers buy digital ad space across Gannett Co., Inc. (GCI)'s network, including USA TODAY. The shift to digital means this revenue stream is now a major component of the total.

• Total digital revenues for Q3 2025 were $262.7 million, making up 46.9% of total company revenue.
• Digital advertising revenues for Q3 2025 were $87.2 million.
• This represents a year-over-year growth of 2.9% for digital advertising in Q3 2025.
• Average monthly unique visitors for Q3 2025 totaled 187 million.
• For comparison, Q1 2025 saw 195 million average monthly unique visitors.

Technology companies licensing content for Artificial Intelligence (AI) training and products.

This is a newer, high-potential segment, turning proprietary content into a distinct revenue stream outside of traditional advertising and subscriptions. You'll want to watch this closely for Q4 2025 results.

• Gannett Co., Inc. (GCI) announced a deal with AI-powered search engine Perplexity, which includes both licensing fees and an advertising revenue share.
• In Q3 2025, the company also announced a partnership with Microsoft for its Publisher Content Marketplace.
• The impact of the new AI licensing deals is expected to drive strong digital revenue growth in the fourth quarter of 2025.

Gannett Co., Inc. (GCI) - Canvas Business Model: Cost Structure

You're looking at the hard numbers driving Gannett Co., Inc.'s operational expenses as of late 2025. The cost structure is clearly under intense pressure, forcing significant structural changes to manage legacy print obligations while funding a digital pivot.

Labor costs are being actively managed through a major expense alignment effort. Gannett Co., Inc. is implementing targeted annualized expense reductions of approximately $100 million. This program, which was fully implemented by the third quarter of 2025, includes companywide buyouts and is designed to create a lower and more variable cost structure. The cuts involve closing two of the company's largest print facilities and expanding automation and outsourcing in back-office processes.

The legacy business still carries high fixed costs associated with physical production and distribution. While print revenue is declining, these costs remain a significant drag. For context on the revenue mix Gannett is trying to support with these costs, look at the Q2 2025 figures:

Revenue Component (Q2 2025)	Amount (Millions USD)	Note
Total Revenue	$584.9	Year-over-year decrease of 8.6%
Print Revenue (Q2 2025)	$319	Compared to $360 million in Q2 2024
Digital Revenue (Q2 2025)	$265.4	Down from $278 million in Q2 2024

By the third quarter of 2025, digital revenues accounted for 46.9% of total revenues at $262.7 million.

Financing costs are a persistent drain, tied directly to the balance sheet leverage. As of September 30, 2025, the total principal debt outstanding was $996.4 million. This figure represents a significant milestone, as Gannett Co., Inc. achieved total debt falling below $1.0 billion during that quarter. The financial health indicators reflect this burden; the interest coverage ratio stood at a tight 0.47.

Technology and platform development costs are being incurred as Gannett Co., Inc. pushes its digital transformation, particularly around Artificial Intelligence integration. While a specific development budget isn't itemized in the latest reports, the strategic shift implies substantial investment in digital infrastructure and new revenue-enabling technology. The company is actively pursuing AI monetization through licensing deals with Perplexity and a new partnership with Microsoft for its Publisher Content Marketplace. Unplanned expenses tied to the $100 million cost reduction program in Q3 2025 were approximately $7.0 million.

The cost structure is characterized by these key components:

• Annualized expense reductions targeted at $100 million.
• Fixed costs related to print operations, evidenced by Q2 print revenue of $319 million.
• Debt servicing costs reflected by an interest coverage ratio of 0.47.
• Total principal debt of $996.4 million as of September 30, 2025.
• Investment in digital platforms and AI integration, including new licensing agreements.

Finance: draft 13-week cash view by Friday.

Gannett Co., Inc. (GCI) - Canvas Business Model: Revenue Streams

You're looking at the core ways Gannett Co., Inc. (GCI) brings in cash as of late 2025. It's a mix of legacy strength and aggressive digital pivots, so let's look at the hard numbers from the third quarter of 2025.

The Digital Marketing Solutions (DMS) core platform remains a significant pillar, bringing in $114.0 million in revenue for Q3 2025. This segment serves a base of approximately 13,400 core platform customers. To give you a sense of the pricing power there, the core platform ARPU (Average Revenue Per User) stayed near record highs at approximately $2,800, reflecting a 2% growth year-over-year.

Still, the largest component of total revenue is print advertising and circulation, even as the company pushes digital. Total revenues for Q3 2025 were $560.8 million, but digital revenues are closing the gap fast, hitting $262.7 million, which accounted for 46.9% of that total. This shows the scale of the print business, which makes up the remaining portion of that $560.8 million top line.

Digital advertising revenue showed positive momentum, increasing 2.9% year-over-year in the third quarter. Digital-only subscription revenue also posted sequential growth, landing at $43.7 million for the quarter. Honestly, the company expects Q4 2025 to be even stronger, partly due to revenue timing shifts from Q3.

A key new development is the introduction of high-margin AI content licensing revenue. Gannett Co., Inc. announced a new agreement with Microsoft for its Publisher Content Marketplace during Q3 2025, signaling a new, potentially high-margin stream. While the Q3 results were impacted by this licensing revenue launching late in the quarter, management expects a more significant impact in the fourth quarter of 2025.

Here's the quick math on the digital revenue breakdown for Q3 2025:

Revenue Stream	Q3 2025 Amount (Millions USD)	Percentage of Total Revenue (Approx.)
Digital Marketing Solutions (DMS) Core Platform	$114.0	20.3%
Digital Advertising Revenue	$87.2	15.6%
Digital-Only Subscription Revenue	$43.7	7.8%
Total Digital Revenues	$262.7	46.9%

What this estimate hides is that the print portion, while the largest single category, is facing year-over-year declines, which is why the digital streams are so critical for future stability. The company is targeting digital revenues to make up over 50% of total revenues during 2026.

You should also track these related metrics that feed into the revenue picture:

• Digital-only ARPU (Average Revenue Per User) hit a new high of $8.80 in Q3 2025, up approximately 8% year-over-year.
• Digital-only paid subscription volumes were maintained at 1.6 million.
• The company is blocking over 99% of AI-verified bots, other than Google, attempting to scrape content without agreements.
• Management projects cash provided by operating activities to grow in excess of 30% versus the prior year for the full year 2025.

Finance: draft 13-week cash view by Friday.