John Wiley & Sons, Inc. · NYSE:WLY
John Wiley & Sons — Merger or Acquisition (June 2026)
13 slides from John Wiley & Sons's merger presentation, Jun 2, 2026
Slide 1: Acquisition of Emerald Publishing Supplemental Investor Presentation
Acquisition of Emerald Publishing Supplemental Investor Presentation JUNE 2, 2026
Slide 2: Safe Harbor Statement / Non-GAAP Financial Measures
SAFE HARBOR STATEMENT NON-GAAP FINANCIAL MEASURES This presentation contains certain forward-looking statements concerning the Wiley provides non-GAAP financial measures and performance results Company's operations, performance, and financial condition. Reliance should such as: not be placed on forw
Slide 3: Wiley Research and AI Growth Flywheel
Wiley Research and AI Growth Flywheel ▪ Publishing feeds content and data ▪ ▪ Data fuels AI and analytics AI and data analytics powers intelligence Content and Data ▪ Intelligence accelerates publishing Rich, curated datasets from world- class research across scientific, feeds technical, and medical
Slide 4: Research Publishing in the AI Knowledge Economy
Research Publishing in the AI Knowledge Economy Durable growth across economic cycles and through continuous technological and societal change Peer-review publishers set the global standard for scientific excellence, with longstanding journal brands and peer review networks forming an enduring moat
Slide 5: Research Publishing: Scale and Depth Advantages
Research Publishing: Scale and Depth Advantages The structural advantages of Research accrue disproportionately to top publishers with scale, breadth, and the ability to invest in evolving infrastructure • Scale and portfolio breadth drive institutional stickiness. Larger, higher-quality journal por
Slide 6: Emerald Transaction Rationale
Emerald Transaction Rationale Expands Research scale and deepens proprietary content across the AI-driven knowledge economy HIGHLIGHTS STRATEGIC RATIONALE Acquired Emerald for £337M, or $452M Strengthens scale advantage and deepens proprietary content in Research 1 Publishing, establishing or expand
Slide 7: Emerald at a Glance
Emerald at a Glance $85M* 37-38%* 92% 99.6% FY26P Revenue FY26P Adj. EBITDA Margin Recurring Revenue Customer Retention • Founded in 1967; based in UK with 350 employees Robust Proprietary Content • Leading independent research publisher in social sciences addressing key societal challenges - econom
Slide 8: Emerald Accelerates All of Wiley's Value Drivers
Emerald Accelerates All of Wiley’s Value Drivers Wiley Value Drivers Emerald Accelerators ✓ Strategically expands Wiley’s portfolio to ~2,500 journals with leading positions across all key publishing areas Accelerate Research ✓ Complementary journal portfolio growing revenue at mid-single digits wor
Slide 9: AI and Data Analytics: Extending Our Value and Reach
AI and Data Analytics: Extending Our Value and Reach Emerald’s portfolio strengthens Wiley’s AI leadership and opens new opportunities for Wiley Emerald sources Omni-source data science Decision-ready insights Journals Books ML Banking: advanced risk management and AI NLP governance Datasets Proceed
Slide 10: Balance Sheet Strength
Balance Street Strength Comfortable leverage preserves capacity to invest and return cash to shareholders Pro Forma Leverage Ratio 2.5X Net Debt to Adjusted EBITDA 2.1X 1.8X 1.4X 1.5X LT Target Range Q4 2025 Q4 2026 Projected* Pro Forma Leverage Ratio at June 1 Close *Wiley reports in mid-June for t
Slide 11: Transaction Summary & Synergy Bridge
Transaction Summary & Synergy Bridge Transaction Summary Synergy Highlights • Anticipated run rate cost synergies: ~$30M Purchase through the integration of Emerald journals into £337M, or $452M Price Wiley’s online platform and publishing operations, as well as the elimination of duplicative costs
Slide 12: Emerald Key Takeaways
Emerald Key Takeaways 1 Strengthens our scale and portfolio depth in Research 2 Expands and deepens our proprietary content position for AI and data analytics 3 Expected to deliver strong financial benefits with high margin, highly recurring revenue stream 4 Compelling value creation with post-syner
Slide 13: Q4 earnings call scheduled for June 16, 2026
Q4 earnings call scheduled for June 16, 2026 For more information: investors.wiley.com
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