secwatch.observer — SEC 8-K summary
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Issuer:     JOHN WILEY & SONS, INC. (WLY)
CIK:        0000107140
Form:       8-K
Filed at:   2025-12-04T23:59:59+00:00
Accession:  0000107140-25-000194
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Wiley Q2 FY2026 adj EPS $1.10, up 12%; Research revenue up 5% cc; Learning down 11%
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- GAAP revenue $422M down 1% YoY; GAAP EPS $0.84 up 14% (from $0.74).
- Adjusted operating income $79M up 14%; margin 18.8% up 250 bps.
- Research revenue $279M up 5% cc; AI content licensing $6M in Q2, $35M YTD.
- Learning revenue $143M down 11% cc due to retail inventory drop and consumer slowdown.
- FY2026 outlook: revenue narrowed to low-single-digit growth; adj EBITDA margin 25.5-26.5%, adj EPS $3.90-$4.35, FCF ~$200M reaffirmed.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/107140/000010714025000194/0000107140-25-000194-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/107140/000010714025000194/jwa-20251204.htm
  HTML page:      https://secwatch.observer/filing/0000107140-25-000194

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer