The following is a summary of the John Wiley & Sons, Inc. (WLY) Q2 2025 Earnings Call Transcript:
Financial Performance:
Wiley reported Q2 revenue growth at 3%, driven by 7% growth in Learning and modest 1% growth in Research.
Adjusted EBITDA rose 14% to $106 million, reflecting strong revenue performance and cost management.
Adjusted EPS increased by 36%, boosted by higher adjusted operating income and accrued interest income from divestitures.
Business Progress:
Significant progress in AI applications, focusing on content and data catalog expansion, and internal tool development for publishing efficiency.
Leadership restructuring aimed at optimizing cost structure and enhancing decision-making.
Investments focused on increasing research publishing market share and expanding journal portfolio.
Opportunities:
Positive market conditions in Learning segments and the Indian government's approval of a One Nation, One Subscription program, which could potentially enhance access and revenue.
Continued AI advancements and partnerships for targeted applications in various sectors.
Strong growth potential in AI-driven research integrity tools and productivity enhancements.
Risks:
Gradual growth expected from new AI initiatives with potential early market challenges.
Dependence on continued academic and professional market growth to sustain revenue in Learning segments.
Possible fluctuations in legacy print and licensing revenue which might impact Research segment growth.
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