The earnings call highlighted strong growth in AI licensing revenue and strategic partnerships, along with a continued commitment to shareholder returns through dividends and share repurchases. However, these positive aspects were balanced by challenges in the professional publishing market, a decline in learning revenue, and temporary increases in corporate expenses. Overall, the sentiment of the call is neutral.

Company Guidance

During Wiley's First Quarter Fiscal 2026 Earnings Call, the company provided guidance reflecting confidence in its fiscal 2026 commitments. Key metrics included mid-single-digit growth in research, driven by AI licensing and open access momentum. A landmark $20 million AI licensing project was executed, contributing to $29 million in AI licensing revenue for the quarter. Despite a 1% decline in research publishing revenue due to a tough comp, submissions were up 25% and output rose by 13%. Wiley's Nexus platform generated $16 million in AI revenue, with an expected adjusted EBITDA margin of 25.5% to 26.5% for the fiscal year. The company also increased its annual dividend for the thirty-second consecutive year and announced a $250 million share repurchase authorization. Overall, Wiley reaffirmed its full-year guidance, expecting revenue growth in the low to mid-single digits, adjusted EPS of $3.90 to $4.35, and free cash flow of approximately $200 million.

AI Licensing Revenue Growth

Achieved $29 million in AI licensing revenue this quarter, up from $17 million in the prior year period.

Strategic Partnership with Anthropic

Announced a strategic partnership with Anthropic to integrate institutional library subscriptions into Claude, enhancing AI across scholarly research.

Dividend and Share Repurchase Program

Increased the annual dividend for the thirty-second consecutive year and approved a $250 million share repurchase authorization, a 25% increase over the previous program.

Record Month for Open Access Submissions

Achieved a record month in July for open access submissions, continuing the strong momentum in open access growth.

Strong Financial Position and Cash Flow

Free cash flow was a use of $100 million, an improvement from a use of $107 million last year. Net debt to EBITDA ratio improved to 1.9.

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

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WLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2026 (Q2)	0.82 / -	0.97	―	―	―
Sep 04, 2025	2026 (Q1)	0.32 / 0.49	0.47	4.26% (+0.02)
Jun 17, 2025	2025 (Q4)	1.27 / 1.37	1.21	13.22% (+0.16)
Mar 06, 2025	2025 (Q3)	0.65 / 0.84	0.59	42.37% (+0.25)
Dec 05, 2024	2025 (Q2)	0.88 / 0.97	0.73	32.88% (+0.24)
Sep 05, 2024	2025 (Q1)	0.55 / 0.47	0.27	74.07% (+0.20)
Jun 13, 2024	2024 (Q4)	0.81 / 1.21	1.45	-16.55% (-0.24)
Mar 07, 2024	2024 (Q3)	0.45 / 0.59	0.85	-30.59% (-0.26)
Dec 06, 2023	2024 (Q2)	0.56 / 0.73	1.2	-39.17% (-0.47)
Sep 07, 2023	2024 (Q1)	-0.06 / 0.27	0.36	-25.00% (-0.09)

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

WLY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$39.77	$38.25	-3.82%
Jun 17, 2025	$36.72	$40.38	+9.97%
Mar 06, 2025	$37.26	$42.96	+15.30%
Dec 05, 2024	$48.24	$45.21	-6.28%

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.