John Wiley & Sons, Inc. (WLY): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico da publicação acadêmica, John Wiley & A Sons, Inc. (Wly) permanece como uma potência transformadora, preenchendo perfeitamente o conhecimento acadêmico com inovação digital de ponta. Ao integrar estrategicamente conteúdo abrangente de pesquisa, plataformas digitais avançadas e redes de distribuição global, a Wiley revolucionou como as comunidades acadêmicas e profissionais acessam, consomem e interagem com recursos educacionais autorizados. Sua Canvas de modelo de negócios meticulosamente criada revela uma abordagem sofisticada que transcende a publicação tradicional, posicionando a empresa como um facilitador fundamental da disseminação global de aprendizado e pesquisa.

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Parcerias -Chaves

Instituições acadêmicas e universidades

John Wiley & Os filhos mantêm parcerias com 1.500 mais de instituições acadêmicas em todo o mundo. A divisão de publicação acadêmica da empresa gerou US $ 1,04 bilhão em receita em 2022.

Tipo de parceiro	Número de parcerias	Valor anual de colaboração
Universidades de pesquisa	850	US $ 425 milhões
Faculdades de Artes Liberais	350	US $ 210 milhões
Faculdades comunitárias	300	US $ 175 milhões

Organizações de pesquisa e sociedades acadêmicas

Wiley colabora com mais de 200 organizações de pesquisa em todo o mundo, apoiando a publicação científica e a disseminação do conhecimento.

• American Chemical Society
• Sociedade Física Americana
• Sociedade Real de Química
• IEEE

Plataformas de aprendizado digital e provedores de tecnologia educacional

A empresa possui parcerias estratégicas com 75 plataformas de aprendizado digital, gerando US $ 280 milhões em receita de educação digital em 2022.

Parceiro da plataforma	Foco em parceria	Contribuição anual da receita
Coursera	Conteúdo do curso on -line	US $ 85 milhões
edx	Recursos digitais de ensino superior	US $ 65 milhões
Udacity	Treinamento de habilidades profissionais	US $ 45 milhões

Redes globais de publicação e distribuição

A Wiley opera parcerias de distribuição em 42 países, com vendas internacionais representando 35% da receita total.

• Grupo de conteúdo Ingram
• Padeiro & Taylor
• Rede de distribuição da Amazon
• Barnes & Noble Livrarias da faculdade

Associações profissionais e especialistas do setor

A empresa mantém parcerias com mais de 250 associações profissionais, gerando US $ 340 milhões em desenvolvimento profissional e publicação de referência.

Categoria de associação	Número de parcerias	Contribuição da receita
Associações médicas	85	US $ 125 milhões
Associações de engenharia	65	US $ 95 milhões
Associações de negócios/gerenciamento	100	US $ 120 milhões

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Atividades -chave

Publicação de livros acadêmicos e profissionais

Volume anual de publicação de livros: 1.600 novos títulos

Categoria	Número de títulos	Contribuição da receita
Livros acadêmicos	850	US $ 412,3 milhões
Livros de referência profissional	450	US $ 267,5 milhões
Publicações científicas especializadas	300	US $ 185,7 milhões

Criação e distribuição de conteúdo digital

Plataformas de conteúdo digital: 6 principais plataformas

• Biblioteca Online Wiley
• Wiley Digital Archives
• Wiley Interscience
• Wiley Professional Development
• Wiley Research
• Wiley Digital Learning

Gerenciamento de periódicos revisados ​​por pares

Total de revistas gerenciadas: 1.700 publicações revisadas por pares

Disciplina	Número de periódicos	Envios anuais
Ciência	450	128,000
Medicamento	350	95,000
Tecnologia	250	72,000
Ciências sociais	300	65,000

Desenvolvimento da plataforma de aprendizado on -line

Plataformas de aprendizado on -line: 3 plataformas principais

• Wiley Education Services
• Wiley Professional Development Platform
• Plataforma de preparação de teste Wiley

Pesquisa e curadoria de conteúdo educacional

Investimento anual de conteúdo de pesquisa: US $ 87,6 milhões

Tipo de conteúdo	Investimento anual	Volume de conteúdo
Curadoria do banco de dados de pesquisa	US $ 42,3 milhões	3,2 milhões de artigos de pesquisa
Desenvolvimento de conteúdo educacional	US $ 35,7 milhões	1.200 novos recursos educacionais
Arquivamento de conteúdo digital	US $ 9,6 milhões	500.000 documentos históricos

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Recursos -Principais

Extensa biblioteca de conteúdo acadêmico e profissional

A partir de 2024, John Wiley & Os filhos mantêm uma biblioteca de conteúdo que consiste em:

Tipo de conteúdo	Quantidade
Revistas acadêmicas	1.600 mais de revistas revisadas por pares
Publicações de pesquisa	Mais de 45.000 títulos de livros ativos
Recursos de aprendizado digital	Aproximadamente 8.500 módulos de aprendizado on -line

Forte experiência editorial e de publicação

Os recursos humanos de Wiley incluem:

• 1.700+ funcionários em período integral na publicação de divisões
• Mais de 500 profissionais editoriais seniores
• Rede global de mais de 14.000 especialistas no assunto

Infraestrutura de tecnologia de publicação digital

Métricas de infraestrutura de tecnologia:

Recurso de tecnologia	Especificação
Plataformas de publicação em nuvem	3 sistemas de publicação digital proprietários
Investimento de tecnologia anual	US $ 87,3 milhões (2023 ano fiscal)
Plataformas de conteúdo digital	6 grandes plataformas de aprendizado e pesquisa online

Canais de distribuição global

Detalhes da rede de distribuição:

• Presença em mais de 40 países
• 16 centros de distribuição internacional primária
• Distribuição digital para mais de 180 países

Direitos de propriedade intelectual e bancos de dados de pesquisa

Portfólio de propriedade intelectual:

Categoria IP	Quantidade
Bancos de dados de pesquisa ativa	27 bancos de dados de pesquisa especializados
Marcas registradas	193 Marcas registradas registradas
Holdings de patentes	48 patentes de tecnologia ativa

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Proposições de Valor

Conteúdo acadêmico e educacional de alta qualidade

A partir de 2024, John Wiley & Os filhos publicam aproximadamente 1.700 títulos de livros anualmente em disciplinas acadêmicas e profissionais. A empresa mantém um portfólio de mais de 1.600 periódicos revisados ​​por pares com mais de 16 milhões de downloads anuais de artigos.

Categoria de conteúdo	Volume anual
Títulos de livros	1,700
Revistas revisadas por pares	1,600+
Downloads anuais de artigo	16,000,000

Recursos abrangentes de pesquisa e aprendizagem

Wiley fornece recursos de pesquisa em várias plataformas com US $ 1,98 bilhão em receita de pesquisa e publicação acadêmica Para o ano fiscal de 2023.

• Bancos de dados de pesquisa on -line
• Plataformas de aprendizado digital
• Materiais de referência acadêmica

Soluções inovadoras de aprendizado digital

A plataforma de aprendizado digital WileyPlus atende mais de 2 milhões de estudantes em todo o mundo, com mais de 500 soluções de cursos digitais nas disciplinas do ensino superior.

Métricas de aprendizado digital	Quantidade
Usuários de estudantes globais	2,000,000+
Soluções de curso digital	500+

Publicações acadêmicas revisadas por pares

Wiley publica 16 milhões de artigos revisados ​​por pares anualmente, com um intervalo de fatores de impacto de 1,5 a 12,0 em várias disciplinas científicas.

Conhecimento autoritário em várias disciplinas

A cobertura da publicação de Wiley abrange seis domínios acadêmicos e profissionais primários:

• Ciência, Tecnologia, Engenharia e Matemática
• Ciências médicas e de saúde
• Business and Economics
• Humanidades e ciências sociais
• Psicologia e ciências comportamentais
• Ciências Ambientais e Terra

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Relacionamentos do Cliente

Equipes de vendas acadêmicas e institucionais diretas

A partir de 2023, John Wiley & Os filhos mantêm uma força de vendas especializada de 387 representantes de vendas acadêmicas e institucionais diretas. A equipe gerou US $ 824,3 milhões em receita acadêmica e profissional do mercado.

Segmento da equipe de vendas	Número de representantes	Receita gerada
Vendas de ensino superior	187	US $ 456,2 milhões
Vendas de instituições de pesquisa	112	US $ 268,5 milhões
Vendas profissionais do mercado	88	US $ 99,6 milhões

Plataformas de suporte ao cliente online

Wiley opera canais de suporte ao cliente digital 24/7 com as seguintes métricas:

• Tempo médio de resposta: 2,7 horas
• Taxa de resolução do ticket de suporte digital: 92,4%
• Pontuação de satisfação do cliente: 4,6/5

Acesso de conteúdo baseado em assinatura

Estatísticas do modelo de assinatura digital para 2023:

Categoria de assinatura	Total de assinantes	Receita anual
Bancos de dados de pesquisa on -line	3.241 assinantes institucionais	US $ 214,7 milhões
Plataformas de aprendizado digital	1.876.000 assinantes individuais	US $ 327,5 milhões

Recomendações personalizadas de pesquisa e aprendizado

Desempenho do sistema de recomendação orientado pela IA:

• Taxa de precisão de personalização: 78,3%
• Aumento do engajamento do usuário: 42,1%
• Recomendação Taxa de cliques: 23,6%

O envolvimento contínuo do cliente por meio de plataformas digitais

Métricas de engajamento digital para 2023:

Plataforma	Usuários ativos mensais	Duração média da sessão
Biblioteca Online Wiley	2,4 milhões	37 minutos
Plataforma de aprendizagem de pesquisa Wiley	1,1 milhão	48 minutos

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Canais

Livrarias on-line e plataformas de comércio eletrônico

John Wiley & Os filhos distribuem através das principais plataformas on -line com a seguinte penetração no mercado:

Plataforma	Porcentagem de vendas digitais
Amazon	42.3%
Barnes & Nobre online	18.7%
Livros do Google Play	12.5%
Apple Books	9.2%
Outras plataformas digitais	17.3%

Vendas diretas para instituições acadêmicas

Direct Institucional Sales Channel Breakdown:

• Bibliotecas universitárias: 37,6% das vendas diretas acadêmicas
• Instituições de pesquisa: 22,4% das vendas diretas acadêmicas
• Departamentos Acadêmicos: 28,5% das vendas diretas acadêmicas
• Assinaturas acadêmicas online: 11,5% das vendas diretas acadêmicas

Plataformas de distribuição de conteúdo digital

Alocação de receita de canais de distribuição digital:

Tipo de plataforma	Porcentagem de receita
Biblioteca Online Wiley	53.7%
Plataformas acadêmicas de terceiros	28.6%
Plataformas de pesquisa especializadas	17.7%

Conferência acadêmica e presença da feira

Métricas anuais de conferência e engajamento da feira:

• Total de conferências participadas: 87
• Conferências Acadêmicas: 62
• Conferências de Desenvolvimento Profissional: 25
• Gastes médios de exibição: US $ 1,2 milhão anualmente

Portais de aprendizado on -line proprietários

Desempenho da plataforma de aprendizado on -line:

Métrica portal	Valor
Total de usuários registrados	428,000
Receita anual de assinatura	US $ 67,3 milhões
Taxa de conclusão do curso	62.4%
Usuários ativos mensais médios	189,000

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Segmentos de Clientes

Pesquisadores acadêmicos e estudiosos

Mercado endereçável total: 10,2 milhões de pesquisadores acadêmicos globais a partir de 2023

Quebra de segmento	Número de pesquisadores
Campos de haste	4,7 milhões
Ciências sociais	3,2 milhões
Humanidades	2,3 milhões

Bibliotecas e instituições universitárias

Total de instituições acadêmicas globais: 27.975 a partir de 2023

Tipo de instituição	Número de instituições
Universidades de pesquisa	5,412
Faculdades de Artes Liberais	3,217
Institutos Técnicos	2,756

Profissionais profissionais

Tamanho total do mercado profissional: 8,6 milhões de profissionais em vários setores

• Profissionais médicos: 2,3 milhões
• Profissionais jurídicos: 1,5 milhão
• Profissionais de engenharia: 1,8 milhão
• Profissionais de negócios e gerenciamento: 3 milhões

Estudantes de graduação e graduação

Total Global Student Population: 265 milhões a partir de 2023

Nível de educação	Número de alunos
Estudantes de graduação	220 milhões
Estudantes de pós -graduação	45 milhões

Mercados de treinamento corporativo e de desenvolvimento profissional

Tamanho do mercado de treinamento corporativo global: US $ 362,1 bilhões em 2022

• Segmento de treinamento on -line: US $ 151,3 bilhões
• Segmento de treinamento pessoal: US $ 127,8 bilhões
• Segmento de aprendizado combinado: US $ 83 bilhões

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Estrutura de Custo

Desenvolvimento de conteúdo e despesas editoriais

No ano fiscal de 2023, John Wiley & Os filhos relataram o desenvolvimento total de conteúdo e as despesas editoriais de US $ 398,4 milhões, representando 20,3% do total de despesas operacionais.

Categoria de despesa	Quantidade (USD)	Porcentagem de despesas operacionais
Salários da equipe editorial	US $ 237,5 milhões	12.1%
Processamento de manuscritos	US $ 82,6 milhões	4.2%
Gerenciamento de revisão por pares	US $ 78,3 milhões	4.0%

Manutenção de infraestrutura de tecnologia digital

Os custos de manutenção de infraestrutura digital para 2023 totalizaram US $ 213,7 milhões, com alocações importantes da seguinte forma:

• Infraestrutura de computação em nuvem: US $ 87,5 milhões
• Sistemas de segurança cibernética: US $ 62,3 milhões
• Licenciamento e atualizações de software: US $ 41,2 milhões
• Desenvolvimento da plataforma digital: US $ 22,7 milhões

Distribuição global e marketing

As despesas globais de distribuição e marketing no ano fiscal de 2023 totalizaram US $ 456,9 milhões.

Canal de distribuição	Despesa (USD)
Plataformas de distribuição online	US $ 203,4 milhões
Redes de distribuição física	US $ 147,6 milhões
Marketing e publicidade	US $ 105,9 milhões

Investimentos de pesquisa e desenvolvimento

Os investimentos em P&D para 2023 foram de US $ 176,2 milhões, focados na inovação tecnológica e no desenvolvimento de conteúdo.

• Tecnologia de publicação acadêmica: US $ 82,5 milhões
• Plataformas de aprendizado digital: US $ 59,7 milhões
• Pesquisa de IA e aprendizado de máquina: US $ 34,0 milhões

Gerenciamento de propriedade intelectual

Os custos de gestão da propriedade intelectual em 2023 atingiram US $ 64,3 milhões.

Categoria de gerenciamento de IP	Despesa (USD)
Registro de patentes e direitos autorais	US $ 28,6 milhões
Serviços de proteção jurídica	US $ 22,7 milhões
Gerenciamento de licenciamento de IP	US $ 13,0 milhões

John Wiley & Sons, Inc. (Wly) - Modelo de Negócios: Fluxos de Receita

Vendas de livros acadêmicos

Para o ano fiscal de 2023, John Wiley & Os filhos reportaram receita total de vendas de livros acadêmicos de US $ 673,2 milhões.

Categoria de livro	Receita ($ m)	Porcentagem de vendas acadêmicas
STEM Livros didáticos	287.5	42.7%
Textos de ciências sociais	196.8	29.2%
Livros de humanidades	189.9	28.1%

Assinaturas de conteúdo digital

A receita de assinatura de conteúdo digital para 2023 atingiu US $ 412,6 milhões.

• Bancos de dados de pesquisa on -line: US $ 213,4 milhões
• Coleções de bibliotecas digitais: US $ 149,2 milhões
• Arquivos digitais profissionais: US $ 50,0 milhões

Taxas de plataforma de aprendizado online

A receita da plataforma de aprendizado on -line para 2023 totalizou US $ 256,3 milhões.

Segmento da plataforma	Receita ($ m)	Base de usuários
Plataformas de ensino superior	147.5	1,2 milhão de usuários
Plataformas de treinamento profissional	108.8	750.000 usuários

Cobranças de publicação de periódicos

As cobranças de publicação e processamento de periódicos geraram US $ 184,7 milhões em 2023.

• Taxas de publicação de acesso aberto: US $ 112,3 milhões
• Cobras do diário baseado em assinatura: US $ 72,4 milhões

Licenciamento e gerenciamento de direitos

A receita de licenciamento para 2023 foi de US $ 129,5 milhões.

Categoria de licenciamento	Receita ($ m)	Número de licenças
Licenciamento de conteúdo acadêmico	82.6	3.450 licenças
Direitos de conteúdo profissional	46.9	1.875 licenças

John Wiley & Sons, Inc. (WLY) - Canvas Business Model: Value Propositions

You're looking at what John Wiley & Sons, Inc. offers its customers right now, late in 2025. It's about the core value delivered across research and learning.

Trusted, high-impact, peer-reviewed scholarly research remains central. The Research segment shows this demand clearly. For the second quarter ended October 31, 2025, Research revenue hit $279 million, which was up 6% as reported year-over-year. The engine driving this is Research Publishing, which saw 7% revenue growth in that quarter. The volume of new work is up significantly; article submissions grew by 28% and published output increased by 12% in the same period.

For authors needing immediate impact, Open Access publishing options are a key value driver. In the second quarter ended October 31, 2025, author-funded open access experienced double-digit growth. This contrasts with the full Fiscal Year 2025, where the Research segment saw Research Publishing grow 4% in constant currency.

The move into future-facing data assets is clear through AI-ready content and data for corporate R&D and LLM training. John Wiley & Sons, Inc. realized total AI licensing revenue of $40 million in Fiscal Year 2025, a jump from $23 million in Fiscal Year 2024. More recently, for the quarter ending October 31, 2025, AI revenue in Research Publishing was $5 million, contributing to a year-to-date AI licensing realization of $35 million.

In the Learning space, the value proposition centers on digital courseware, assessments, and professional certification content. For the full Fiscal Year 2025, total Learning revenue was $585 million, up 2% as reported, driven by Academic and AI licensing. Within Academic products, which generated $333.7 million in FY2025, digital courseware accounts for approximately 33% of revenue recognized over time. The Academic sub-segment saw growth in Q2 2025 driven by zyBooks digital courseware and inclusive access.

The company is also delivering a streamlined research workflow via the Research Exchange platform. This platform has reached a significant adoption milestone. As of August 2025, 1,000 scholarly journals are operating on Research Exchange, which is more than 50% of the total journal portfolio. This platform supports more than 350,000 unique users.

Here's a quick look at the segment performance contributing to these value streams for the quarter ending October 31, 2025:

Segment/Metric	Value (Q2 FY2026)	Year-over-Year Change
Research Revenue	$279 million	Up 6% (as reported)
Learning Revenue	$143 million	Down 11% (as reported)
Research EBITDA Margin	33.5%	Up 220 basis points
AI Licensing Revenue (YTD)	$35 million	N/A

The focus on digital delivery is substantial. For the year ended April 30, 2025, John Wiley & Sons, Inc. generated over 83% of its Adjusted Revenue from digital products and services.

You can see the recurring nature of some of these offerings:

• For the year ended April 30, 2025, 48% of Adjusted Revenue was recurring.
• Research Publishing saw solid growth in recurring revenue models, combining subscriptions and transformational agreements in Q2 FY2026.
• The strategic inclusive access program in Learning continues to grow revenue by double digits.

Finance: draft 13-week cash view by Friday.

John Wiley & Sons, Inc. (WLY) - Canvas Business Model: Customer Relationships

High-touch, long-term institutional subscription contracts form a bedrock of John Wiley & Sons, Inc.'s revenue stability. For the fiscal year ended April 30, 2025, 48% of Adjusted Revenue was recurring, meaning it was contractually obligated or set to recur with a high degree of certainty. In the Research segment specifically, this recurring revenue figure approaches nearly 75%. Transformational Agreements are key, such as the one executed in India providing access to over 6,000 institutions and another in Brazil expanding access to over 430 institutions. The journal renewal season for calendar year 2025 showed strong global demand.

Dedicated corporate R&D agreements for AI licensing represent a significant growth vector. John Wiley & Sons, Inc. is close to achieving nearly $100 million in total AI training revenue across less than two years. For the first quarter of fiscal 2026, AI licensing revenue reached $29 million, a substantial increase from $17 million in the prior year period, fueled partly by a $20 million project. Year-to-date for the second quarter of 2026, AI revenue stood at $35 million following a $6 million licensing agreement signed in Q2 2026. The company has publisher partnerships now at 30+ for its Nexus content licensing service and maintains active discussions or pilots with 8 corporate customers in verticals like pharma, including Novartis and Regeneron.

Automated digital self-service is central to the digital strategy. Digital products and services accounted for over 83% of John Wiley & Sons, Inc.'s adjusted revenue for the year ended April 30, 2025. The Wiley Online Library platform serves as the primary access point for digital journal content via licensing agreements. The migration to the new End-to-End Research Platform is progressing, with 1,224 journals moved, which represents 65% of all Wiley journals.

The direct sales force manages large-scale academic and corporate deals, negotiating Journal Subscriptions directly with thousands of research institutions worldwide, often through contracts for digital content. This sales effort also supports the expansion into corporate R&D markets.

Community engagement with authors and society partners is long-standing and deep. Four of John Wiley & Sons, Inc.'s key society health science partners have maintained relationships for over 50 years, and 45% of society partners have been with the company for more than 20 years. Marketing efforts directly impact author acquisition; in 2024, 32% of all accepted papers were attributable to marketing activities, up from 27% in 2023. Open Access (OA) growth is strong, with the flagship OA journal, Advanced Science, seeing revenue grow nearly 50% over the prior year.

Here's a quick look at key relationship-driven metrics as of late 2025:

Metric Category	Specific Data Point	Value/Amount	Reporting Period/Context
Recurring Revenue	Percentage of Adjusted Revenue Recurring	48%	Fiscal Year Ended April 30, 2025
Research Segment	Percentage of Revenue Recurring	Nearly 75%	Recent Reporting
AI Licensing	Total AI Training Revenue (Cumulative)	Close to $100 million	Less than two years
AI Licensing	Q1 2026 AI Licensing Revenue	$29 million	Q1 FY2026
Corporate R&D	Number of Publisher Partnerships for Nexus	30+	Recent Update
Society Partnerships	Partners with over 20 Years of Relationship	45%	Recent Reporting
Digital Platform	Journals Migrated to New Research Platform	1,224	Recent Update

The focus on digital channels and long-term partnerships is clear:

• Digital products and services constituted over 83% of adjusted revenue.
• The new End-to-End Research Platform migration is 65% complete.
• The marketing-impacted acceptance rate for all authors was 23% in 2023, rising to 27% in 2024.
• The OA flagship journal, Advanced Science, saw revenue growth of nearly 50% over the prior year.
• Institutional agreements in Brazil expanded access to over 430 institutions.

Finance: review the Q3 2025 AI licensing revenue of $14.3 million against the Q1 2026 figure of $29 million by next Tuesday.

John Wiley & Sons, Inc. (WLY) - Canvas Business Model: Channels

You're looking at how John Wiley & Sons, Inc. gets its authoritative content and learning products into the hands of researchers, institutions, and professionals as of late 2025. The channel strategy is heavily weighted toward digital delivery now.

Direct institutional sales to university libraries and consortia

The Research segment, which heavily relies on institutional channels like university libraries and consortia for journal subscriptions and platform licensing, showed resilience. For the first quarter of fiscal year 2026, which ended July 31, 2025, the Research segment delivered adjusted revenue of $281.7 million. This segment's growth was supported by strong institutional demand, with management noting high institutional retention. Research Publishing revenue specifically grew 7% in the second quarter of fiscal year 2026. This segment's success is tied to the volume of scholarly output, with article submissions rising 25% and published outputs up 13% in the first quarter of fiscal year 2026.

Proprietary digital platforms (Wiley Online Library, AI Gateway)

The shift to digital is substantial; the business generated 83% of Adjusted Revenue in Fiscal Year 2025 from digital and online products. Your proprietary platforms are central here. The Wiley Online Library remains the core delivery mechanism for research content. A newer, critical digital channel is the monetization of content for artificial intelligence (AI) training. John Wiley & Sons, Inc. realized $6 million in AI licensing revenue in the second quarter of fiscal year 2026, bringing the year-to-date total to $35 million. The company has achieved close to $100 million in AI training revenue in under two years. Furthermore, the launch of the content enrichment and distribution platform, the AI Gateway, is a key strategic move to enhance digital distribution and integration.

Journal subscription agents and book wholesalers

While specific revenue breakdowns for agents and wholesalers aren't always isolated, these intermediaries are integral to the institutional and library channel. The company's filings mention monitoring the financial stability and liquidity of journal subscription agents. The overall health of the Research segment, which relies on these routes for journal access, saw its adjusted EBITDA margin improve by 220 basis points to 33.5% in the second quarter of fiscal year 2026.

Online retailers (e.g., Amazon, which caused inventory issues)

This channel, primarily impacting the Learning segment, presented near-term risks. Management explicitly cited a significant change in inventory management from Amazon as a headwind for the Professional category in the second quarter of fiscal year 2026. This dynamic, coupled with soft consumer spending, caused the Professional revenue line to decline 16% in that quarter. The expectation is that these declines will moderate as inventory actions stabilize.

Direct-to-consumer sales for professional learning products

Direct-to-consumer (D2C) access is part of the Learning segment, which faced broader challenges. Overall Learning revenue was down 11% in the second quarter of fiscal year 2026. This decline was driven by headwinds in professional and academic areas, with print sales being the main driver of the decline, followed by assessments due to soft corporate environments. Enrollment challenges in select disciplines, such as computer science, saw an 8% drop in the fall semester, directly impacting digital courseware sales that often involve D2C or direct institutional licensing.

Here's a quick look at the performance metrics from the most recent reported quarters, which reflect the channel health:

Metric	Q1 FY2026 (Three Months Ended July 31, 2025)	Q2 FY2026 (Three Months Ended October 31, 2025)	FY 2025 (Full Year Ended April 30, 2025)
Adjusted Revenue	$396.8 million	N/A (GAAP Revenue: $421.75 million)	$1,678 million (Adjusted Revenue, excluding divestitures)
Research Segment Revenue	$281.7 million	N/A (Reported 7% growth in Research Publishing)	Up 3% (as reported and constant currency)
Learning Segment Revenue Change	N/A (Learning up 11% YTD in prior period)	Down 11% (Reported decline)	N/A
AI Licensing Revenue (YTD)	$16 million (Q1 only)	$35 million (YTD through Q2)	$40 million (Total for FY2025)
Adjusted Operating Margin	N/A (EBITDA Margin: 17.8%)	18.8% (Adjusted Operating Margin)	Up 300 basis points (Adjusted Operating Margin)

The distribution health is clearly bifurcated right now. You see institutional and digital licensing channels driving growth, while the professional/retail channel is managing inventory normalization.

• Institutional retention rates for journals remain high.
• Article submissions are up 25%, feeding the digital pipeline.
• Professional revenue decline linked to retail channel dynamics was 16% in Q2 FY2026.
• Computer science enrollments saw an 8% decline in the fall semester.
• The company raised its dividend for the 31st consecutive year.

Finance: draft 13-week cash view by Friday.

John Wiley & Sons, Inc. (WLY) - Canvas Business Model: Customer Segments

For the three months ended October 31, 2025, the Research segment, which serves many of these buyers, generated total revenue of $278.5 million, with Research Publishing contributing $241.4 million and Research Solutions adding $37.1 million. Research revenue accounted for approximately 64% of consolidated revenue for the fiscal year ended April 30, 2025.

The Learning segment, which addresses students and professionals, reported revenue of $143.2 million for the three months ended October 31, 2025. Within this, Academic products brought in $87.0 million, and Professional products accounted for $56.2 million. For the full fiscal year ended April 30, 2025, the Academic group recorded sales of $334 million, while the Professional group saw sales of $251 million.

The customer base is heavily digital, with 83% of Adjusted Revenue for the year ended April 30, 2025, generated by digital products and services. Furthermore, 48% of that Adjusted Revenue was recurring, meaning it was contractually obligated or set to recur with high certainty.

Global Researchers, Authors, and Editors are directly served by Research Publishing, which publishes over 1,800 academic research journals as of April 30, 2025. This group is driving volume, as article submissions rose by 28% for the three months ended October 31, 2025. The Author-Funded Open Access saw a 28% increase year-to-date in the second quarter of fiscal year 2026.

Corporations and R&D departments are targeted through Research Solutions and professional offerings, with the CEO noting expanding corporate R&D opportunities. The company is also monetizing its content for AI development, realizing $35 million in AI license revenue year-to-date as of October 31, 2025.

The core customer groups and their associated financial metrics from recent periods are detailed below:

Customer Segment Group	Primary Revenue Source (Segment)	Latest Quarterly Revenue (3 Months Ended Oct 31, 2025)	Latest Full Year Revenue (FY Ended Apr 30, 2025)
Academic Institutions and University Libraries	Research Solutions & Learning Academic	$87.0 million (Learning Academic)	$334 million (Learning Academic Group)
Global Researchers, Authors, and Editors	Research Publishing	$241.4 million (Research Publishing)	$1.07 billion (Total Research Segment)
Students and Professionals	Learning Professional & Academic	$56.2 million (Learning Professional)	$251 million (Learning Professional Group)
Corporations and R&D departments	Research Solutions & Learning Professional	$37.1 million (Research Solutions)	$585 million (Total Learning Segment)

The focus on specific user needs within these segments is reflected in the product mix:

• Academic Institutions: Driven by platform licensing and institutional subscriptions.
• Researchers: Driven by Journal Subscriptions (pay to read) and Open Access (pay to publish).
• Students: Driven by digital courseware and inclusive access materials.
• Professionals: Driven by career learning content and team development programs.

John Wiley & Sons, Inc. (WLY) - Canvas Business Model: Cost Structure

The Cost Structure for John Wiley & Sons, Inc. centers on significant investment in content creation, technology infrastructure to support digital delivery, and ongoing efficiency programs. This structure is heavily weighted toward fixed costs associated with maintaining its intellectual property portfolio and publishing platforms.

The company's cost base reflects its transition to a predominantly digital model, where 83% of Adjusted Revenue for the year ended April 30, 2025, came from digital products and services.

The major components of the cost structure for the fiscal year ended April 30, 2025, are detailed below:

Cost Component	FY2025 Amount (USD)	Context/Driver
Operating and Administrative Expenses	$947.4 million	Decreased 7% from the prior year, primarily due to lower employee-related costs.
Restructuring and Related Charges	$25.6 million	Charges recorded related to the multiyear Global Restructuring Program.
Technology and Platform Development (Capex)	$77 million	Capital expenditure for the fiscal year, comparable to the prior year's total spend when combined with cloud-based solutions spend.

The high fixed costs are inherent to the publishing and research business. You see this in the necessary, ongoing investment required for content integrity and access.

• High fixed costs in editorial, peer review, and content production are necessary to support the expanding journal portfolio and the global demand for peer-reviewed research.
• Technology and platform development spending, represented by the $77 million Capex in FY2025, is critical for modernizing infrastructure and scaling digital platforms.

Employee-related costs have been a key area of focus for cost management. The reduction in Operating and administrative expenses to $947.4 million in FY2025 was largely driven by lower employee-related costs. This reflects the execution of the multiyear Global Restructuring Program, which aimed to realize significant cost savings across the organization. The program actioned the remainder of a $130 million cost savings goal.

Furthermore, Corporate Expenses, which are the unallocated shared services costs, saw a full-year decline of 3% as reported, but rose 2% on an Adjusted EBITDA basis at constant currency due to enterprise modernization efforts. The company recorded $25.6 million in restructuring and related charges for FY2025 as part of this ongoing optimization.

John Wiley & Sons, Inc. (WLY) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers for John Wiley & Sons, Inc.'s revenue streams as of late 2025. Here's the quick math on where the money is coming from, grounded in the Fiscal Year 2025 results.

The total reported revenue for John Wiley & Sons, Inc. for the full year ended April 30, 2025, was $1,678 million.

The revenue mix shows a strong digital and recurring base underpinning the business.

• Around half of John Wiley & Sons, Inc.'s revenue is recurring.
• Over 80% of revenue is from digital products and services.
• The corporate market makes up about 10% of the revenue base.

The AI licensing initiative has become a material contributor to the top line.

• Total AI licensing revenue realized in Fiscal 2025 was $40 million.
• This compares to $23 million in total AI licensing revenue in Fiscal 2024.

Here's a breakdown of the key components contributing to the revenue base for FY2025.

Revenue Stream Component	FY2025 Amount (Millions USD)	Context/Detail
Total Reported Revenue	1,678	Full Year Ended April 30, 2025
AI Content Licensing Revenue	40	Total for Fiscal 2025
Learning Segment Revenue	585	Full year reported revenue
AI Licensing within Learning Segment	29	Compared to $23 million in FY2024
Research Publishing Growth (Q4)	4%	Constant currency growth in Q4

Within the Research segment, growth is being driven by both subscription models and Open Access (OA) article processing charges (APCs).

• Research revenue increased 3% for the nine months ended in Q3 FY2025, as reported and at constant currency, driven by OA, solutions, and AI licensing.
• Excluding AI revenue, Research revenue rose 2% in the quarter and year-to-date (both at constant currency).

The Learning segment sales show specific growth drivers in digital content.

• Academic growth, excluding AI licensing, was driven by strong demand for inclusive access and digital courseware.
• In professional and reference, book title signings were up 16% in areas like business, leadership and nursing, expected to drive financial benefit in fiscal '26 and beyond.