earnings
confidence high
sentiment positive
materiality 0.70
Wiley Q1 FY2026: AI licensing revenue jumps to $16M; reaffirms full-year outlook
JOHN WILEY & SONS, INC.
2026-Q1 EPS reported
$0.22
revenue$396,800,000
- GAAP EPS $0.22 vs -$0.03 YoY; Adjusted EPS $0.49 up 2% at constant currency.
- Research revenue $282M (+5% cc) driven by $16M AI licensing vs $1M prior year.
- Learning revenue $115M (-8% cc) due to prior-year AI licensing and professional softness.
- Board approved $250M share repurchase authorization, a 25% increase over 2020 authorization.
- FY2026 outlook reaffirmed: Adj. EPS $3.90-$4.35, Adj. EBITDA margin 25.5%-26.5%.
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