AI-extracted from the 10-Q filed 2026-09-04 — Q1 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Wiley's Q1 FY2027 revenue fell 3% to $386.4M amid Learning segment weakness and lower AI licensing; Emerald Publishing acquisition ($462.7M) adds scale to Research but integration costs pressure near-term earnings.
Biggest Revenue Drivers
Research$293.5M+4% YoY
Emerald acquisition contributed $13.3M; Research Publishing grew 12% on strong journal subscriptions and open access; Research Solutions declined 30% due to lower AI licensing revenue.
Learning$92.9M-19% YoY
Academic and Professional each declined 20% at constant currency, driven by elimination of AI licensing ($13.1M prior year) and print book sales weakness.
Biggest Revenue Drivers
Total revenue: $386.4M-3% YoY
Research$293.5M+4% YoY
Emerald acquisition contributed $13.3M; Research Publishing grew 12% on strong journal subscriptions and open access; Research Solutions declined 30% due to lower AI licensing revenue.
Learning$92.9M-19% YoY
Academic and Professional each declined 20% at constant currency, driven by elimination of AI licensing ($13.1M prior year) and print book sales weakness.
Largest Expense Items
Cost of sales$100.9M-8% YoY
Lower royalty costs, particularly from reduced AI-licensed content from third parties.
Operating and administrative expenses$238.5M-1% YoY
Restructuring cost savings offset by Emerald integration costs and higher bad debt expense.
Interest expense$13.9M+26% YoY
Higher debt outstanding from Emerald acquisition financing, partially offset by lower weighted average interest rate.
Margins: Adjusted Operating Income declined 9% on lower revenue, though gross margin improved from lower royalty costs. Learning segment Adjusted EBITDA margin compressed to 15.1% from 27.4% due to revenue decline and AI licensing elimination, while Research maintained strong 29.6% margin aided by Emerald contribution.
Watch Items from the Filing
Emerald Publishing acquisition adds $462.7M debt and $263.2M goodwill; integration costs ongoing with $11M incurred in Q1 and more anticipated; execution risk on synergy realization.
Learning segment revenue collapsed 19% YoY; AI licensing revenue in Learning fell to $0 from $13.1M prior year, creating significant revenue cliff not expected to reverse.
Global Restructuring Program targeting $125M annualized savings; $120M expected in FY2027, representing material cost reduction contingent on execution completion.
Net loss of $11.7M in Q1 FY2027 vs. $11.7M profit prior year; US GAAP effective tax rate 6.8% distorted by acquisition and integration charges; adjusted EPS $0.44 down 10% YoY.
Total debt increased to $1,291.3M from $683.4M; revolving credit facility only $296.1M unused capacity; maturity November 2027 requires refinancing or debt reduction.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Officers, directors and 10% owners with a Form 4 filed in the last 24 months, most recent first. From SEC EDGAR.
Mcdaniel Raymond WDirectorGrant or award · Oct 22, 2026
Dobson David CDirectorGrant or award · Oct 22, 2026
Madden Karen NDirectorGrant or award · Oct 22, 2026
Andresen Katherine DunnDirectorGrant or award · Oct 22, 2026
Hemphill Brian ODirectorGrant or award · Oct 22, 2026
Singh Inder MDirectorGrant or award · Oct 22, 2026
Wiley Deborah E10% ownerGift · Oct 13, 2026
Wiley Bradford10% ownerGift · Oct 5, 2026
Pesce William JDirectorGrant or award · Sep 24, 2026
Baker Mari JeanDirectorGrant or award · Jul 23, 2026
About JOHN WILEY & SONS, INC. (WLY): stock profile, AI score and financials
JOHN WILEY & SONS, INC. (WLY) stock profile, AI quality score, and SEC EDGAR financial data, a Communication Services sector company. 13F Pro's AI-powered ranking engine scores WLY at 51.6/100 on a composite quality score built from its SEC filings, placing it at rank #1,531 of 2,925 stocks — the bottom half of the AI-ranked universe. WLY scores in the top quartile across balance sheet strength (76.9), profitability (75.0). Areas of concern include revenue growth (14.5) and institutional flow (20.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), JOHN WILEY & SONS, INC. reports quarterly revenue of $386.4M, net income of $-11.7M, an operating margin of 0.8%. Top institutional holders of WLY by reported 13-F value include BlackRock, Neuberger Berman Group, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. WLY trades on the NYSE exchange and files with the SEC under CIK 107140. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JOHN WILEY & SONS, INC. directly from SEC EDGAR.