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Wiley's Q3 2025 Earnings Call: Contradictions in Research Growth, AI Revenue, and Cost Structure

Earnings DecryptThursday, Mar 6, 2025 1:14 pm ET
1min read
These are the key contradictions discussed in John Wiley & Sons, Inc.'s latest 2025 Q3 earnings call, specifically including: Research segment growth expectations, AI revenue attribution, cost structure comparison to competitors, revenue exposure to U.S. institutions and medical libraries, and AI integration and impact:



Revenue Growth and AI Integration:
- Wiley reported an increase in Research revenue by 5% for Q3, with AI licensing contributing significantly.
- This growth was driven by an expanded AI licensing project with an existing technology customer and increased demand for AI-specific content.

Operating and Margins Improvement:
- Wiley's operating margin rose by 280 basis points to 14.2%, with an adjusted EBITDA margin improvement of 23.2%.
- Margin expansion was achieved through strategic cost management efforts and operational efficiencies.

Strong Global R&D Investment:
- Global R&D spend remains strong, with projections for 2025 similar to the 8% growth in 2024.
- This trend supports Wiley's research publishing output and demand for its content.

Journal Subscription and Renewal Success:
- Wiley completed nearly 80% of its calendar 2025 journal subscription and renewal season, showing encouraging growth trends.
- This reflects strong demand for Wiley's content and subscription models.

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confused-student1028
03/06
Wiley's AI revenue attribution feels a tad fuzzy. 😊
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downtownjoshbrown
03/06
@confused-student1028 AI revenue attribution can be tricky.
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destroyman26
03/06
AI driving content demand is a game-changer. Imagine being in the right business at the right time.
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SomeSortOfBrit
03/06
Holding $WLY for the long haul. Their AI strategy aligns with my portfolio focus on tech-enabled services.
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joe4942
03/06
Operating margins improved; can they sustain this efficiency?
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Overlord1317
03/06
@joe4942 Yeah, margins up, but can they keep it up?
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Puzzleheaded-Mood544
03/06
@joe4942 Not sure if they can sustain it, but they're crushing it now.
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Antinetdotcom
03/06
I'm holding Wiley for the long haul. Diversifying with strong content players is my playbook.
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michael_curdt
03/06
@Antinetdotcom How long you planning to hold Wiley? You got any other strong content plays in mind?
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Dynasty__93
03/06
5% Research revenue bump sounds small, but it's like compound interest. AI is the stealthy growth hacker.
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deejayv2
03/06
Operating margin up? That's like shaving seconds off your lap time. Wiley's optimizing like a pro.
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LarryKingsGhost
03/06
AI's boosting Wiley's growth, but cost structure's tricky.
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alecjperkins213
03/06
Strong R&D spend means Wiley's fueling the content machine. Keep an eye on that output. 🚀
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Sgsfsf
03/06
@alecjperkins213 What do you think about Wiley's AI strategy?
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WellWe11Well
03/06
AI is the golden child for Wiley, but will they keep milking these licensing deals for all they're worth?
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grailly
03/06
Margins up, R&D strong, but competitors closing in. Wiley needs to keep innovating or risk being left in the dust.
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caollero
03/06
@grailly What do you think Wiley should innovate in first?
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curbyourapprehension
03/06
@grailly Totally agree, competition's heating up.
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Artistic_Studio2784
03/06
Holding $WLY for long; strong in research, AI niche.
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Pin-Last
03/06
Revenue exposure to U.S. institutions is like having a safety net. Stability in a volatile market.
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Dynasty__93
03/06
Wiley's AI move is smart. Betting on tech is like loading up on $AAPL back in the day. Long-term gains incoming.
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Puzzleheadbrisket
03/06
Margins better than competitors? That's like having the cheat codes for the publishing industry.
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