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- **Research Dominance**: 7% growth in Research Publishing, driven by open access and recurring models, with AI licensing adding $6 million in Q2.
- **AI Expansion**: Strategic partnerships with leading AI firms and corporate R&D clients, positioning for long-term growth in AI applications.
- **Financial Resilience**: 250 basis point margin expansion, disciplined cost management, and $73 million returned to shareholders in buybacks and dividends.
- **Learning Challenges**: Cyclical downturn in professional books and education, with digital repositioning to mitigate risks.
- **Balance Sheet Strength**: Reduced leverage to 2.0x, supporting capital allocation flexibility for growth and shareholder returns.

**【CEO Summary Section】**
- **Research Publishing growth**: 7% year-over-year, driven by 28% increase in author-funded open access and 12% growth in recurring revenue models.
- **AI Licensing Momentum**: Secured $6 million in Q2 AI training revenue, bringing year-to-date total to $35 million. Expanded corporate partnerships with AWS, Anthropic, and Mistral AI.
- **Challenges in Learning**: 11% revenue decline due to Amazon inventory adjustments, soft consumer spending, and enrollment declines in computer science programs. Strategy includes digital product repositioning and cost optimization.
- **Financial Highlights**: Adjusted EBITDA margin expanded 250 basis points to 18.8%, share buybacks increased 69% to $21 million in Q2.

**【CFO Financial Commentary】**
- **Research Segment**: 5% revenue growth, 220 basis point margin improvement to 33.5%, supported by record submissions and AI-driven productivity gains.
- **Learning Segment**: 11% decline, with targeted actions to stabilize revenue through digital courseware and inclusive access programs.
- **Operational Excellence**: $8 million reduction in corporate expenses, AI-driven cost savings, and multiyear technology transformation initiatives.
- **Capital Allocation**: Free cash flow of $108 million (Q2), with a focus on share buybacks and strategic journal acquisitions.

**【Q&A Key Highlights】**
- **Research Growth Prospects**: CEO expects to outperform market growth (3-4%) due to strong article submission trends and renewal pipeline strength.
- **AI Revenue Pipeline**: CFO confirms AI revenue for FY26 will exceed $40 million, with subscription-based corporate R&D solutions gaining traction.
- **Learning Recovery**: Management anticipates stabilization in H2 as inventory adjustments normalize, though full-year revenue decline is expected.
- **Capital Allocation Strategy**: Prioritizes share buybacks and deleveraging, with a focus on maintaining disciplined growth investments.


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