John Wiley Sons Inc
WLY
$32.40 -6.40%
Exchange: NYSE | Sector: Communication Services | Industry: Publishing
Q1 2025
Published: Sep 6, 2024

Earnings Highlights

  • Revenue of $403.81M down 10.5% year-over-year
  • EPS of $-0.03 increased by 98.4% from previous year
  • Gross margin of 69.8%
  • Net income of -1.44M
  • "We've essentially executed our full value creation plan ahead of schedule. Our culture today is far more energized, motivated and engaged." - Matt Kissner
WLY
Company WLY

Executive Summary

John Wiley & Sons (WLY) reported Q1 FY2025 GAAP revenue of $403.8 million and adjusted EBITDA of $73.1 million, delivering an adjusted EBITDA margin of 18.6%. Despite a GAAP net loss of $1.44 million, adjusted metrics conveyed improving operating profitability as Wiley continues to reaccelerate its two operating segments—Research and Learning—and execute on a two-pronged AI strategy. Revenue rose 3% in Research and 14% in Learning in the quarter, helped by a $17 million contribution from GenAI content rights and a broader AI licensing momentum (a $21 million licensing project, with $17 million recognized in Q1; the remainder to be realized later in the year). Management reaffirmed full-year guidance and stressed ongoing value-creation efforts: completed divestitures, the $130 million run-rate reduction program (with $40 million actionable in Q1 and an expected $120 million realized by end-FY2025, and approximately $60 million of the run-rate savings reinvested annually). Wiley also highlighted an improving culture and rising colleague engagement as a key driver of execution. Looking ahead, Wiley expects 2%-4% revenue growth for the full year, with adjusted EBITDA in the $385–$410 million range (margin 23%–24%), adjusted EPS of $3.25–$3.60, and free cash flow near $125 million. Management emphasized AI-enabled growth as a strategic priority, while continuing to monetize the existing, high-quality content—and to modernize systems to sustain margin expansion.

Key Performance Indicators

Revenue
Decreasing
403.81M
QoQ: -13.80% | YoY: -10.47%
Gross Profit
Decreasing
281.66M
69.75% margin
QoQ: -15.12% | YoY: -4.17%
Operating Income
Increasing
28.97M
QoQ: -63.69% | YoY: 28.98%
Net Income
Increasing
-1.44M
QoQ: -105.68% | YoY: 98.44%
EPS
Increasing
-0.03
QoQ: -105.74% | YoY: 98.42%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 396.80 0.22 -15.3% View
Q3 2025 404.63 -0.43 -12.2% View
Q2 2025 426.60 0.74 -13.4% View
Q1 2025 403.81 -0.03 -10.5% View
Q4 2024 468.46 0.46 -11.0% View