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Earnings call: Wiley's transition year unfolds amid strategic shifts

Published 12/08/2023, 08:36 AM
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Wiley's recent earnings call highlighted a period of strategic realignment as the company navigates through its designated transition year. The publisher, known formally as John Wiley & Sons Inc. (NYSE: JW.A), is in the midst of executing a value creation plan that includes streamlining operations, selling off non-core assets, and improving profitability. Despite encountering some headwinds, such as a modest decline in Research revenue due to the Hyundai (OTC:HYMTF) disruption and a soft recruiting market, Wiley remains optimistic about revenue improvement in the latter half of the year, bolstered by growth in gold open access revenue and academic publishing.

Key Takeaways

- Wiley is in a transition year, focusing on restructuring and cost optimization.

- Gold open access revenue is experiencing double-digit growth, now comprising 10% of Research Publishing revenue.

- Research Solutions revenue is down 3%, impacted by a weak recruiting market.

- Learning segment revenue has increased by 8%, driven by demand for print and digital content and courseware.

- The company expects Research revenue to rebound in the second half of the fiscal year.

- Adjusted EBITDA for Research declined by 17%, largely due to the impact of Hindawi.

- Wiley reaffirmed its financial guidance for the fiscal year, with anticipated performance and margin improvements in fiscal years '25 and '26.

Company Outlook

Wiley's outlook remains cautiously optimistic as it expects to see a turnaround in Research revenue and continued growth in the Learning segment. The company is banking on submission growth converting to output and an increase in gold open access revenue to drive improvements. Despite a challenging first half with a cash flow use of $132 million, the net debt-to-EBITDA ratio saw improvement. Wiley is confident that the strategic measures being implemented will lead to performance and margin improvements in the forthcoming fiscal years.

Bearish Highlights

The company reported several challenges, including a 3% decline in Research Solutions revenue and a 17% decrease in adjusted EBITDA for Research, attributed mainly to the Hindawi acquisition. The COVID-19 pandemic has also led to a 6% decline in submissions for the fiscal year, though recent trends have shown a recovery.

Bullish Highlights

On a positive note, submissions have rebounded with a 9% growth, signaling a potential return to historical norms. The Learning segment is showing robust performance with an 8% revenue increase, and the company's Inclusive Access models in academic learning are gaining momentum.

Misses

Wiley acknowledged the slower-than-expected recovery of Hindawi, a recent acquisition, and the modest shortfall in Research revenue due to unforeseen disruptions and market softness. However, these are viewed as temporary setbacks within the broader scope of the company’s long-term strategy.

QA highlights

The earnings call did not dive deeply into specifics regarding the financial performance of Inclusive Access models and research publishing, deferring detailed updates to the investor update scheduled for January and the Q3 earnings call in March. Jay Flynn, an executive at Wiley, underscored the company's commitment to innovation and adaptability in meeting diverse market demands across different regions.

In conclusion, Wiley's earnings call painted a picture of a company in the midst of significant transformation, with a clear focus on long-term value creation and operational efficiency. While facing some challenges, the company is setting the stage for future growth and profitability, with more detailed insights expected in the upcoming investor communications.

InvestingPro Insights

Wiley’s strategic realignment efforts are reflected in the company's financial metrics and analyst expectations. With a market capitalization of approximately $1.67 billion, Wiley is navigating through a transformative phase with a keen eye on profitability and shareholder returns.

One of the "InvestingPro Tips" for Wiley is its high shareholder yield, which is a positive sign for investors looking for returns on their investment. Moreover, Wiley has demonstrated a strong commitment to its shareholders by raising its dividend for an impressive 24 consecutive years, showcasing a reliable track record of returning value to its shareholders.

In terms of financial performance, Wiley faces some challenges, as indicated by the "InvestingPro Data." The company's revenue has seen a decline of nearly 5% over the last twelve months as of Q2 2024. This aligns with the concerns raised in the article regarding the modest decline in Research revenue and the impact of the Hindawi acquisition. Additionally, Wiley's P/E ratio stands at -14.49, which may raise questions about its earnings outlook in the eyes of some investors. However, analysts predict that the company will be profitable this year, which could signal a potential turnaround in its financial performance.

For those interested in a deeper analysis, there are 11 additional "InvestingPro Tips" available that could provide further insights into Wiley's financial health and future prospects. It's worth noting that the InvestingPro subscription is now on a special Cyber Monday sale with discounts of up to 60%, and using the coupon code sfy23 can secure an additional 10% off a 2-year InvestingPro+ subscription. This could be an opportune time for investors to gain access to valuable financial data and insights that can inform their investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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