Company Reports Q2 Revenue of $421.75M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Reports Q2 revenue $421.75M vs. $426.6M last year. "We continue to deliver strong performance in Research and accelerating momentum in AI as we capitalize on record research volume and expanding corporate R&D opportunities," said Matthew Kissner, President and CEO. "In Research, strong global demand is driving defensible growth in our recurring revenue and open access models. In AI, we are turning high-value knowledge into impact through the execution of content licensing projects for large language models and corporate AI applications. Finally, operational excellence and margin expansion are a way of life for us as we continuously optimize our cost structure, drive investment and expense discipline, and advance our transformative publishing platform."
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Analyst Views on WLY
About WLY
John Wiley & Sons, Inc., is a publisher. The Company's content, services, platforms, and knowledge networks are tailored to meet the needs of its customers and partners, including researchers, students, instructors, professionals, institutions, and corporations. Its segments include Research, Learning and Held for Sale or Sold. Research segment provides peer-reviewed scientific, technical, and medical (STM) publishing, content platforms, and related services to academic, corporate, and government customers, academic societies, and individual researchers. Its journal publishing categories include the social sciences and humanities, and life sciences. Learning segment provides scientific, professional, and education print and digital books, digital courseware to libraries, corporations, students, professionals, and researchers, as well as assessment services to businesses and professionals. Its operations are located in the United States, United Kingdom, India, Sri Lanka, and Germany.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wiley Acquires Emerald Publishing for £337 Million
- Transaction Scale and Impact: Wiley has acquired Emerald Publishing for £337 million (approximately $452 million), with a valuation around 7x Adjusted EBITDA, expected to positively impact Adjusted EPS in the first year.
- Journal Portfolio Expansion: This acquisition expands Wiley's journal portfolio to approximately 2,500 titles, solidifying its leadership in social sciences, particularly in economics, business, and finance, thereby enhancing its competitive edge in the academic publishing market.
- Revenue and Synergies: Emerald is projected to generate over $85 million in revenue in fiscal year 2026, with 92% recurring subscription revenue, while Wiley anticipates realizing approximately $30 million in annual run-rate cost synergies by year three, further enhancing profitability.
- Strategic Fit and Future Outlook: The cultural and business compatibility between Wiley and Emerald strengthens Wiley's content advantage in AI and data analytics, enhancing its influence in the global research community and aligning with both companies' long-term growth strategies.
See More
Access Investment Management Increases Stake in John Wiley & Sons by $6.83 Million
- Share Increase: On May 21, 2026, Access Investment Management disclosed the purchase of 210,580 shares of John Wiley & Sons, valued at approximately $6.83 million, indicating strong confidence in the company.
- Stake Growth: Following this acquisition, Access's stake in John Wiley increased to 3.72%, reflecting its strategic asset management approach as reported in its 13F filing.
- Improved Financial Performance: John Wiley reported $410 million in revenue for the latest quarter, a 1% increase, with operating income rising 21% to $63 million, showcasing the company's potential in AI-related revenue streams.
- Cash Flow Enhancement: Year-to-date, John Wiley's operating cash flow reached $103 million, up from $52 million a year earlier, indicating a significant improvement in the company's cash generation capabilities.
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- Business Model Transformation: Under Daunt's leadership, Barnes & Noble has undergone significant changes by eliminating traditional store formats and implementing community-tailored shelves and flexible layouts, reflecting a keen response to market dynamics and enhancing competitiveness.
- Expansion Plans: The company plans to open 61 new stores in 2024, followed by 67 in 2025 and an additional 60 in 2026, demonstrating a proactive growth phase after successful transformations that have strengthened its market presence.
- IPO Prospects: Elliott Management, the hedge fund owner of Barnes & Noble, is preparing for a public offering, potentially bundling it with its UK sister chain Waterstones for a listing in London, highlighting strategic positioning in capital markets and future growth opportunities.
See More
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- Extensive Industry Experience: Kowalski brings over 20 years of experience in knowledge, data, and research publishing from Microsoft, along with senior roles at Amazon Web Services and RELX, providing valuable AI transformation and business leadership skills.
- Clear Strategic Goals: Her appointment will drive Wiley to translate its AI and content leadership into products and business models for the future of research publishing, further expanding the delivery of content and insights to both existing and new customers.
- Significant Contributions from Predecessor: Former leader Jay Flynn successfully defined and executed Wiley's open access strategy during his tenure, expanding partnerships with scientific and academic institutions while enhancing the company's publishing technology and early mover advantage in AI.
See More
Wiley Appoints Jessica Kowalski as Executive Vice President and General Manager of Research
Wiley Names New Executive: Jessica Kowalski has been appointed as the new Executive Vice President and General Manager of Research at Wiley.
Leadership Role: Kowalski will oversee Wiley's research initiatives, focusing on enhancing the company's position in the academic publishing sector.
See More
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- Quarterly Dividend Announcement: John Wiley & Sons has declared a quarterly dividend of $0.355 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Dividend Yield: The forward yield of 3.71% reflects the company's attractiveness in the current market environment, potentially drawing more investor interest towards its stock.
- Dividend Payment Timeline: The dividend is payable on April 23, with a record date of April 7 and an ex-dividend date also set for April 7, ensuring shareholders receive timely returns.
- AI Revenue Target: John Wiley & Sons aims to achieve $45 million to $50 million in AI revenue for fiscal 2026, highlighting the company's strategic expansion in the education and research sectors to enhance margins and global market presence.
See More
Wiley Acquires Emerald Publishing for £337 Million
- Transaction Scale and Impact: Wiley has acquired Emerald Publishing for £337 million (approximately $452 million), with a valuation around 7x Adjusted EBITDA, expected to positively impact Adjusted EPS in the first year.
- Journal Portfolio Expansion: This acquisition expands Wiley's journal portfolio to approximately 2,500 titles, solidifying its leadership in social sciences, particularly in economics, business, and finance, thereby enhancing its competitive edge in the academic publishing market.
- Revenue and Synergies: Emerald is projected to generate over $85 million in revenue in fiscal year 2026, with 92% recurring subscription revenue, while Wiley anticipates realizing approximately $30 million in annual run-rate cost synergies by year three, further enhancing profitability.
- Strategic Fit and Future Outlook: The cultural and business compatibility between Wiley and Emerald strengthens Wiley's content advantage in AI and data analytics, enhancing its influence in the global research community and aligning with both companies' long-term growth strategies.
See More
Access Investment Management Increases Stake in John Wiley & Sons by $6.83 Million
- Share Increase: On May 21, 2026, Access Investment Management disclosed the purchase of 210,580 shares of John Wiley & Sons, valued at approximately $6.83 million, indicating strong confidence in the company.
- Stake Growth: Following this acquisition, Access's stake in John Wiley increased to 3.72%, reflecting its strategic asset management approach as reported in its 13F filing.
- Improved Financial Performance: John Wiley reported $410 million in revenue for the latest quarter, a 1% increase, with operating income rising 21% to $63 million, showcasing the company's potential in AI-related revenue streams.
- Cash Flow Enhancement: Year-to-date, John Wiley's operating cash flow reached $103 million, up from $52 million a year earlier, indicating a significant improvement in the company's cash generation capabilities.
See More
Barnes & Noble CEO Open to AI Literature Despite Concerns
- Open to Change: Barnes & Noble CEO James Daunt expresses a willingness to embrace AI-written literature, stating that as long as these books are clearly labeled and do not infringe on copyrights, they can be sold, indicating a shift towards accepting technological advancements in the industry.
- Business Model Transformation: Under Daunt's leadership, Barnes & Noble has undergone significant changes by eliminating traditional store formats and implementing community-tailored shelves and flexible layouts, reflecting a keen response to market dynamics and enhancing competitiveness.
- Expansion Plans: The company plans to open 61 new stores in 2024, followed by 67 in 2025 and an additional 60 in 2026, demonstrating a proactive growth phase after successful transformations that have strengthened its market presence.
- IPO Prospects: Elliott Management, the hedge fund owner of Barnes & Noble, is preparing for a public offering, potentially bundling it with its UK sister chain Waterstones for a listing in London, highlighting strategic positioning in capital markets and future growth opportunities.
See More
Wiley Appoints Kowalski as New General Manager
- Leadership Change: Wiley has appointed Jessica Kowalski as Executive Vice President and General Manager of Research, effective May 11, 2026, aiming to advance the company's strategic development in AI and data analytics.
- Extensive Industry Experience: Kowalski brings over 20 years of experience in knowledge, data, and research publishing from Microsoft, along with senior roles at Amazon Web Services and RELX, providing valuable AI transformation and business leadership skills.
- Clear Strategic Goals: Her appointment will drive Wiley to translate its AI and content leadership into products and business models for the future of research publishing, further expanding the delivery of content and insights to both existing and new customers.
- Significant Contributions from Predecessor: Former leader Jay Flynn successfully defined and executed Wiley's open access strategy during his tenure, expanding partnerships with scientific and academic institutions while enhancing the company's publishing technology and early mover advantage in AI.
See More
Wiley Appoints Jessica Kowalski as Executive Vice President and General Manager of Research
Wiley Names New Executive: Jessica Kowalski has been appointed as the new Executive Vice President and General Manager of Research at Wiley.
Leadership Role: Kowalski will oversee Wiley's research initiatives, focusing on enhancing the company's position in the academic publishing sector.
See More
John Wiley & Sons Declares Quarterly Dividend of $0.355
- Quarterly Dividend Announcement: John Wiley & Sons has declared a quarterly dividend of $0.355 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Dividend Yield: The forward yield of 3.71% reflects the company's attractiveness in the current market environment, potentially drawing more investor interest towards its stock.
- Dividend Payment Timeline: The dividend is payable on April 23, with a record date of April 7 and an ex-dividend date also set for April 7, ensuring shareholders receive timely returns.
- AI Revenue Target: John Wiley & Sons aims to achieve $45 million to $50 million in AI revenue for fiscal 2026, highlighting the company's strategic expansion in the education and research sectors to enhance margins and global market presence.
See More
