NYSE$WLY

John Wiley & Sons Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported mixed results with revenue decline due to divestitures, offset by growth in Research and Learning, and raised full-year earnings guidance.

Wiley's Q3 2024 results showed a GAAP revenue decline of 6% to $461 million, impacted by divestitures and held-for-sale businesses. However, adjusted revenue, excluding these businesses, increased by 1% to $403 million. The company raised its full-year adjusted EBITDA and EPS guidance, reflecting confidence in underlying momentum and cost savings.

  • GAAP revenue decreased by 6% to $461 million, influenced by divestitures and businesses held for sale.
  • Adjusted revenue, excluding held-for-sale or sold businesses, rose by 1% to $403 million.
  • Research segment revenue increased by 1% as reported, driven by open access growth.
  • Learning segment revenue grew by 2%, led by a 5% increase in Academic revenue.

Headline financials

Total Revenue

$461M

Previous: $491M-6.2%
EPS (adj)

$0.59

Previous: $0.85-30.6%
Capital Expenditures

-$57.3M

Previous: -$57.6M+0.6%
Free Cash Flow

-$32.9M

Previous: -$3.9M-744.6%
Net Income

-$114M

Previous: -$71.5M-59.3%
Operating Income

-$46.4M

Previous: -$67.1M+30.8%
Gross Profit

$317M

Previous: $317M-0.1%
Cash & Equivalents

$93.1M

Previous: $126M-26.4%
Total Assets

$2.71B

Previous: $3.15B-14.1%
Stock-Based Comp

$6.26M

Previous: $6.62M-5.3%

Revenue & EPS history

Wiley · Revenue · Quarterly

$461M

Q3 2024-6.2%vs Q3 2023
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 anticipates revenue trending toward the mid-to-high end of its previously stated range and has raised its Adjusted EBITDA and Adjusted EPS guidance for fiscal year 2024.

Tailwinds

  • Revenue trending toward mid-to-high end of $1,580 to $1,630 million range
  • Adjusted EBITDA raised to $335 to $355 million
  • Adjusted EPS raised to $2.45 to $2.65
  • Leading indicators suggest continued positive momentum.
  • Anticipated Q4 content rights deal for training AI models will augment Learning segment performance.

Headwinds

  • Unspecified variability, complexity, and low visibility with respect to certain items
  • Restructuring charges and credits
  • Gains and losses on foreign currency
  • Other gains and losses
  • Worldwide economic and political conditions

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 Q3 2024

Historical avgQ3 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

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