The earnings call highlighted strong performance in the Learning segment and successful AI-related revenue initiatives, along with improvements in Research Solutions. However, challenges remain with declining legacy revenue and anticipated uneven performance in the upcoming quarters. The commitment to dividend increases and strategic reinvestments provide a positive outlook.

Company Guidance

In the Q2 2025 earnings call for Wiley (WLY), the company provided guidance highlighting a positive trajectory in key financial metrics. Revenue was reported to have grown by 3%, with significant contributions from the Learning segment, which saw a 7% increase, and a modest 1% rise in Research. The adjusted EBITDA surged by 14% to $106 million, with a margin expansion to 24.9% from the previous year’s 22.7%. Adjusted EPS was up 36%, underpinned by higher adjusted operating income and accrued interest income. The company reaffirmed its full-year guidance, projecting revenue between $1.65 billion to $1.69 billion and adjusted EBITDA in the range of $385 million to $410 million, reflecting a margin target of 23% to 24%. Adjusted EPS is expected to rise by 17% to 29%, landing between $3.25 to $3.60. With free cash flow anticipated at approximately $125 million, Wiley is focusing on continuous improvement, AI opportunities, and reinvestments in core business areas to drive growth and margin expansion.

Learning Segment Growth

Revenue in the Learning segment increased by 7%, driven by strong performance in academic and professional sectors, particularly in zyBooks platform and trade business recovery.

Adjusted EBITDA and EPS Increase

Adjusted EBITDA rose 14% to $106 million, while adjusted EPS increased by 36% due to higher adjusted operating income and accrued interest income from divestitures.

AI-Related Revenue Opportunities

Wiley realized $44 million in licensing revenue from AI projects and continues to build a pipeline with companies in tech, pharma, and information services.

Research Solutions Improvement

Research Solutions revenue grew by 2%, driven by career centers, managed services, and databases, despite softness in advertising.

Record Dividend Increase

Wiley raised its dividend for the 31st consecutive year, with $64 million allocated towards dividends and share repurchases.

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John Wiley Sons Cl A (WLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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WLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 06, 2018	2019 (Q1)	- / 0.43	0.59	-27.12% (-0.16)	―	―
Dec 05, 2018	2019 (Q2)	- / 0.89	1.03	-13.59% (-0.14)	―	―
Mar 05, 2019	2019 (Q3)	- / 0.61	0.87	-29.89% (-0.26)	―	―
Jun 11, 2019	2019 (Q4)	- / 1.05	0.94	11.70% (+0.11)	―	―
Sep 05, 2019	2020 (Q1)	- / 0.21	0.43	-51.16% (-0.22)	―	―
Dec 04, 2019	2020 (Q2)	- / 0.85	0.89	-4.49% (-0.04)	―	―
Mar 04, 2020	2020 (Q3)	- / 0.68	0.61	11.48% (+0.07)	―	―
Jun 11, 2020	2020 (Q4)	- / 0.66	1.05	-37.14% (-0.39)	―	―
Sep 03, 2020	2021 (Q1)	- / 0.42	0.21	100.00% (+0.21)	―	―
Dec 08, 2020	2021 (Q2)	- / 1.00	0.85	17.65% (+0.15)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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WLY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 05, 2024	$49.08	$46.00	-6.28%
Sep 05, 2024	$46.94	$44.00	-6.26%
Jun 13, 2024	$35.66	$39.98	+12.11%
Mar 07, 2024	$32.08	$36.13	+12.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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