NYSE$WLY

John Wiley & Sons Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Wiley's first quarter performance aligned with expectations as the company continued to execute its plans and position itself for the future. The company realigned its organization to focus on its core strengths and improve profitability.

Wiley reported a decrease in revenue and earnings for the first quarter of 2024. GAAP revenue was $451 million, down 7%. The operating loss was $16 million, and the EPS loss was $1.67. Adjusted revenue was $367 million, down 8%, with an adjusted EPS of $0.27, down 37%. The company is reaffirming its Fiscal Year 2024 outlook.

  • GAAP Revenue of $451 million was down 7%.
  • Operating loss of $16 million, increase of 4%.
  • GAAP EPS loss of $1.67, decrease of $1.35.
  • Adjusted EPS of $0.27, a decrease of 37%.

Headline financials

Total Revenue

$451M

Previous: $488M-7.5%
EPS (adj)

$0.27

Previous: $0.36-25.0%
Adjusted EBITDA Margin

16.3%

Previous: 13.1%+24.4%
Capital Expenditures

-$20.1M

Previous: -$17.9M-12.1%
Free Cash Flow

-$102M

Previous: -$108M+5.0%
Net Income

-$92.3M

Previous: -$17.8M-417.3%
Operating Income

-$16.4M

Previous: -$17M+3.6%
Gross Profit

$294M

Previous: $314M-6.3%
Cash & Equivalents

$75.1M

Previous: $104M-28.1%
Total Assets

$2.93B

Previous: $3.23B-9.4%
Stock-Based Comp

$6.29M

Previous: $7.12M-11.8%

Revenue & EPS history

Wiley · Revenue · Quarterly

$451M

Q1 2024-7.5%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Wiley · $367M total across 2 segments · Q1 2024

  • Research
    $258M-6.2%
  • Learning
    $109M-17.8%

Forward guidance

Wiley is reaffirming its Fiscal 2024 outlook, excluding businesses held for sale or sold.

Tailwinds

  • Adjusted Revenue: $1.580 to $1.630 million
  • Research: Flat (+3% ex-Hindawi)
  • Learning: Down low single digits

Headwinds

  • Adjusted Revenue - primarily due to the Hindawi special issues publishing pause and lower print demand in Academic.
  • Adjusted EBITDA - primarily due to projected revenue performance, notably Hindawi, and higher employee costs from the combination of an incentive compensation reset and wage inflation.
  • Adjusted EPS - further impacted by $0.42 of non-operational items including a higher tax rate (-$0.21/share), pension expense (-$0.11/share), and interest expense (-$0.10/share).

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.0%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.7%

Avg return

30 days after

44%

18 / 41 earnings

Positive

+15.1%

Q3 2025

Best reaction

-17.4%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.1%+7.8%
Q3 2026+13.9%+20.2%+28.2%
Q2 2026-9.4%-18.6%-22.1%
Q1 2026-4.1%+5.2%+0.5%
Q4 2025+0.0%+12.7%+12.4%
Q3 2025+15.1%+23.3%+10.8%
Q2 2025-7.5%-7.1%-13.2%
Q1 2025-9.3%-9.8%+5.6%
Q4 2024+11.4%+9.3%+26.5%
Q3 2024+11.5%+12.8%+15.9%
Q2 2024-0.3%+1.2%+2.3%
Q1 2024+1.5%+2.3%-2.1%
Q4 2023-11.4%-10.8%-5.7%
Q3 2023-17.4%-18.6%-12.8%
Q2 2023-5.2%-7.8%-6.4%
Q1 2023-9.8%+0.8%-19.4%
Q4 2022+0.4%+7.2%+10.5%
Q3 2022-0.7%+3.6%+4.6%
Q2 2022+0.1%+0.3%+1.8%
Q1 2022-1.1%+2.0%-9.1%
Q4 2021-4.9%-12.0%-8.3%
Q3 2021-0.5%+7.5%+8.4%
Q2 2021+13.8%+18.8%+31.4%
Q1 2021+5.1%+3.6%+4.1%
Q4 2020-11.5%-0.3%-12.7%
Q3 2020+5.4%+2.1%-2.2%
Q2 2020+1.8%+2.3%+1.7%
Q1 2020-4.6%-1.3%-3.6%
Q4 2019+5.1%+5.8%+4.0%
Q3 2019-16.4%-13.6%-13.5%
Q2 2019+0.0%-6.0%-10.3%
Q1 2019-11.0%-11.8%-5.1%
Q4 2018+2.8%-1.5%-4.4%
Q3 2018+0.7%+0.0%-0.8%
Q2 2018+2.7%+7.2%+13.1%
Q1 2018-2.7%-2.1%-1.2%
Q4 2017+4.6%+2.3%+1.3%
Q3 2017-1.1%+1.1%+0.6%
Q2 2017+2.7%+3.2%+0.9%
Q1 2017-6.8%-14.4%-12.2%
Q4 2016-6.4%-3.5%+6.8%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q2 2012
Q3 2012
Q4 2011
Q1 2012
Q4 2009
Q3 2011
Q3 2010
Q2 2011
Q1 2010
Q2 2010
Q4 2010
Q1 2011

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro