John Wiley & Sons Inc (WLY) (Q1 2027) Earnings Call Highlights: AI Revenue Surges 40%

John Wiley & Sons (WLY) reported a 3% revenue decline to $386M and a 10% drop in adjusted EPS to $0.44. Research revenue grew 4% to $293M, with AI-related revenue at $14M. The learning segment fell 20% to $93M. Net debt increased to $1.2B, and free cash flow was negative at $70M. The company sees growth in AI and research but faces challenges in learning and debt levels.

Wiley (WLY) reported Q1 2027 revenue of $386M, down 3% due to a $29M non-recurring AI licensing comparison. Adjusted EBITDA fell 4% to $68M, and adjusted EPS declined 10% to $0.44. Research segment revenue grew 4%, while Learning segment revenue dropped 20%. The company reaffirmed its full-year guidance, targeting low to mid-single-digit organic revenue growth and adjusted EPS of $4.60-$5.05. Management highlighted progress in AI and data analytics initiatives, including partnerships with the U.

John Wiley & Sons (WLY) reported Q1 earnings with research publishing demand up, submissions rising 31%, and publishing output increasing 8%. The company expects $30M in cost synergies from the Emerald acquisition by year three. AI revenue is on track to exceed $50M in fiscal 2027, with $14M recognized in Q1. Learning revenue declined 20% due to lower print sales and prior-year AI licensing revenue. Guidance was reaffirmed, including organic revenue growth of low-to-mid-single digits and adjuste

John Wiley & Sons reported Q1 2027 earnings, highlighting 31% growth in research submissions and AI revenue exceeding $50M. The Emerald acquisition is performing well, with early cost synergies. Management expects mid-single-digit research growth and long-term margin expansion. GAAP EPS loss of $0.23 was due to restructuring and acquisition costs. Net debt to EBITDA rose to 2.7x post-acquisition. The company raised its dividend for the 33rd consecutive year.

JOHN WILEY & SONS, INC. (WLY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Wiley Reports First Quarter 2027 Results; Q1 in line with expectations and full year outlook reaffirmed Strength in Research and AI offset by prior year comparison and softness in Learning – Emerald integration ahead of schedule September 3, 2026 - Hoboken, NJ – Wiley (NYSE: WLY)

U.S. stocks were mixed mid-session: the Dow rose 0.84% to 52,105, while the Nasdaq fell 0.71% to 26,494 and the S&P 500 dropped 0.28% to 7,533. John Wiley & Sons (WLY) shares fell over 6% after Q4 results: EPS $1.67 beat $1.65, but sales were $447.9M below $450.0M. Oil fell 5.1% to $76.64.