Wiley (WLY) Q1 2027 Earnings Call Transcript

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.

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 (WLY) reported Q1 2027 earnings with AI revenue surging 40% to $14M, ahead of full-year target. Research revenue grew 12%, while Learning segment declined 20%. Adjusted EBITDA margin expanded 130 bps to 29.6%. The company raised its dividend for the 33rd consecutive year but faced challenges in professional publishing and higher net interest expense. WLY was selected for key AI partnerships, including with the US Department of Energy and CuspAI, validating its strategic positio

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.