John Wiley & Sons Inc. published the transcript of its fiscal Q3 2026 earnings call. The call featured Vice President of Investor Relations Brian Campbell, President and CEO Matthew S. Kissner, Executive VP and CFO Craig Albright, and Executive VP and GM of Research and Learning James Flynn, with questions from CJS Securities analyst Daniel Joseph Moore. Management said quarterly results were in line with expectations, with revenue affected by tough comparisons in Research and soft conditions in Learning, while profitability and cash flow improved. Kissner addressed market concerns about AI, saying, “We don’t share those same fears, quite the opposite,” and added Wiley is “confident in our position in the AI economy given our proprietary content advantage.” The company highlighted $42 million in AI revenue year-to-date and reiterated full-year AI revenue expectations of $45 million to $50 million, alongside new partnerships including a Clinical Outcome Assessments collaboration with IQVIA and a multiyear licensing partnership with OpenEvidence, which includes a small equity stake. Wiley also emphasized operational efficiency and margin expansion, including a 5-year managed services partnership with Virtusa. Albright said the Virtusa relationship is “roughly… $150 million over 5 years” and is expected to “generate both productivity as well as agility,” supporting continued multiyear margin expansion. Management noted research publishing momentum, with strong submissions and renewals progress, and reaffirmed capital returns, including a $100 million full-year share repurchase target. The full transcript can be accessed through the link below.

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