NYSE$WLY

John Wiley & Sons Inc · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Wiley's Q1 2025 exhibited strong financial performance, propelled by growth in Research Publishing and AI-related demand for Learning content. The company closed its final divestiture, actioned cost savings, and executed a GenAI content rights project.

Wiley's Q1 2025 showed strong year-over-year financial performance, driven by growth in Research Publishing and AI-related demand for Learning content. The company closed its final divestiture and actioned the remainder of its $130 million cost savings program. Revenue reached $404 million, with an operating income of $29 million and an EPS loss of ($0.03). Adjusted EPS was $0.47, up 74% at constant currency.

  • Strong financial performance driven by growth in Research Publishing and AI-related demand for Learning content.
  • Third and final divestiture closed and remainder of $130 million cost savings program actioned.
  • Second GenAI content rights project executed with large tech company.
  • Wiley reaffirms Fiscal Year 2025 growth outlook.

Headline financials

Total Revenue

$404M

Previous: $451M-10.5%
EPS

-$0.03

Previous: $0.27-111.1%
Adjusted Operating Margin

9.1%

No prior period
Adjusted EBITDA Margin

18.6%

Previous: 16.3%+14.1%
Research EBITDA Margin

29.3%

No prior period
Learning EBITDA Margin

27.2%

No prior period
Capital Expenditures

-$14.5M

Previous: -$20.1M+27.8%
Free Cash Flow

-$103M

Previous: -$102M-0.8%
Net Income

-$1.44M

Previous: -$92.3M+98.4%
Operating Income

$29M

Previous: -$16.4M+277.2%
Gross Profit

$295M

Previous: $294M+0.2%
Cash & Equivalents

$82.5M

Previous: $75.1M+9.8%
Total Assets

$2.65B

Previous: $2.93B-9.4%
Stock-Based Comp

$5.97M

Previous: $6.29M-5.1%

Revenue & EPS history

Wiley · Revenue · Quarterly

$404M

Q1 2025-10.5%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Wiley · $407M total across 2 segments · Q2 2024

  • Research
    $258M-4.9%
  • Learning
    $149M-2.4%

Forward guidance

Wiley is reaffirming its Fiscal 2025 growth outlook. The revenue outlook is driven by favorable demand trends and strong performance indicators. The earnings outlook is driven by expected revenue growth and cost savings, while reflecting reinvestments to scale and optimize Research, modernize infrastructure and expand GenAI content licensing and capabilities. The cash flow outlook is driven by lower restructuring payments and favorable working capital partially offset by higher capex and a year-over-year swing in incentive compensation payments.

Tailwinds

  • Favorable demand trends
  • Strong performance indicators
  • Expected revenue growth
  • Cost savings
  • Lower restructuring payments

Headwinds

  • Higher capex
  • Year-over-year swing in incentive compensation payments
  • Reinvestments to scale and optimize Research
  • Modernize infrastructure
  • Expand GenAI content licensing and capabilities.

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 2025

Historical avgQ1 2025

-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

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