John Wiley & Sons (WLY) 5 Dec 24 2025 Q2 Earnings call transcript

Wiley's Q2 Fiscal 2025 earnings call provided valuable insights into the company's performance and future outlook. The call, led by Vice President of Investor Relations Brian Campbell, featured updates from executives Matt Kissner, Chris Caridi, and Jay Flynn, along with a detailed review of the company's financial performance.

Financial Performance and Outlook

Wiley reported a 3% revenue increase, driven primarily by a 7% growth in the Learning segment and a 1% growth in the Research segment. The company's adjusted EBITDA rose by 14% to $106 million, with a 24.9% adjusted EBITDA margin. These figures underscore the company's financial health and its ability to drive growth amidst a challenging market landscape.

Strategic Initiatives

Wiley highlighted its strategic initiatives, including its focus on AI opportunities, a shift towards digital solutions, and the expansion of its journal portfolio. The company's efforts to embrace technology and innovation are particularly noteworthy, with a particular emphasis on reducing administrative burden, improving publishing efficiency, and enhancing author experiences.

Leadership Changes

The call also touched upon key leadership changes, including the appointment of Chris Caridi as Interim CFO and the addition of Anna Reeves as Chief Marketing Officer. These moves underscore the company's commitment to strategic leadership and its focus on optimizing operations and driving growth.

Market Trends and Challenges

Wiley addressed the impact of the political environment on its business, acknowledging the importance of scientific exchange and global R&D investment. The company's optimism regarding its role in the global knowledge economy and its commitment to ensuring the accuracy, trust, and impact of knowledge are commendable.

Investor Relations and Future Plans

The call concluded with a discussion on investor relations and future plans, including the possibility of an Analyst Investor Day in the new calendar year. This indicates a renewed focus on engaging with investors and updating them on the company's strategic initiatives and financial performance.

Conclusion

Overall, Wiley's Q2 Fiscal 2025 earnings call painted a positive picture of the company's financial health and strategic direction. With a focus on innovation, operational efficiency, and a commitment to its core mission, Wiley is well-positioned to navigate the challenges of the current market landscape and drive long-term growth.