Wiley Posts 3% Revenue Drop as AI Licensing Business Reaches $14 Million

EarningsProduct / Tech
โดย Insider Monkey·US·Read original
Summary · why it matters

John Wiley & Sons reported fiscal first-quarter revenue fell 3% to $386 million and adjusted earnings per share dropped 10% to $0.44 from $0.49, a decline the company attributed largely to a known comparison problem. The research business brought in $293 million, up 4%, with research publishing climbing 12% to $259 million, while the AI business generated $14 million in the quarter, of which $10.5 million came from model training and $3.5 million was recurring, with another $14 million already contracted for delivery across the next two quarters. The learning segment was the clear soft spot, with revenue down 20% to $93 million as academic revenue fell 20% to $45 million and professional revenue fell the same amount to $48 million, partly reflecting the loss of a $29 million non-recurring AI licensing benefit from last year's quarter. The Emerald Publishing acquisition added $13 million in revenue and $5 million in adjusted EBITDA but pushed net debt to $1.2 billion and net debt to EBITDA to 2.7 times from 1.9 times a year earlier, while free cash flow remained negative at a $70 million use of cash. Wiley reaffirmed its full-year guidance, including adjusted EPS of $4.60 to $5.05, up from $4.19, and organic revenue growth in the low to mid single digits.

Impact on stocks 1

Communication Services▲ · 1 stocks
John Wiley & Sons
WLY
± MixedCapitalDemandrelevance

Q1 revenue fell 3% to $386M and adjusted EPS dropped 10% to $0.44, with learning segment revenue down 20%.

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Off-coverage companies 1

Emerald Publishing LimitedPrivate▲ Positive
Capitalrelevance

The Emerald Publishing acquisition added $13M in revenue and $5M in adjusted EBITDA, though it pushed net debt to $1.2B.

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