John Wiley & Sons(WLY) - 2026 Q1 - Earnings Call Presentation

Q1 2026 Performance - Adjusted Revenue increased by 1% to $397 million[28] - Adjusted EPS increased by 2% to $0.49[28] - Adjusted EBITDA decreased by 3% to $70 million[28] - Research segment total revenue increased by 6% (5% CC) to $282 million, with Research Publishing at $232 million and Research Solutions at $50 million[31] - Learning segment total revenue decreased by 7% (8% CC) to $115 million, with Academic at $55 million and Professional at $60 million[34] AI Growth and Strategy - AI revenue in Q1 2026 reached $29 million[14] - Lifetime AI revenue reached $92 million[19] - Executed a landmark AI licensing project worth $20 million[11] - Wiley Nexus program generated $16 million in revenue in Q1 2026[20] Financial Position and Shareholder Returns - Share repurchases amounted to $14 million, acquiring approximately 332K shares at an average cost of $42.22/share[38] - A $250 million share repurchase authorization was announced, a 25% increase over the 2020 authorization[9] - Approximately $120 million in divestiture proceeds were secured and used to reduce debt[11] FY26 Outlook - FY26 growth outlook reaffirmed with low-to-mid single digit growth in Adjusted Revenue[39] - Adjusted EBITDA margin expected to be between 25.5% and 26.5%[39] - Adjusted EPS expected to be between $3.90 and $4.35[39] - Free Cash Flow projected to be approximately $200 million[39]

John Wiley & Sons(WLY) - 2026 Q1 - Earnings Call Presentation - Reportify