Wolters Kluwer reports 5% organic revenue rise as clients adopt AI tools (updated)

Wolters Kluwer

05/08/2026 07:20

Updates with further comments on AI adoption in paragraphs 3, 5-7, spending plans in paragraph 8.
By Leo Marchandon
Aug 5 (Reuters) - Dutch software maker Wolters Kluwer WLSNc.AS reported 5% organic growth in its half-year revenue on Wednesday, as adoption of its AI-embedded products helped lift recurring cloud software revenue by 14%.
The results add to signs that Europe's established software groups are emerging as beneficiaries of corporate AI spending, using their proprietary data, trusted content and deeply embedded customer workflows to sell higher-value tools rather than compete directly with Big Tech.
The company said more than 90% of its U.S. healthcare clients, representing about 2,500 hospitals, had adopted its AI healthcare software. The product has been deployed at more than 230 sites in 36 countries, it added.
Revenue reached €3 billion ($3.5 billion) over the first half of the year, while adjusted operating profit rose 10% in constant currencies to €893 million, lifting its margin by 100 basis points to 29.4%. Diluted adjusted earnings per share increased by 14%, while adjusted free cash flow rose 14%.
CEO Stacey Caywood said in a statement that new AI tools were seeing strong early adoption as they are "valued for their trusted content, enterprise-grade security, and seamless integration into customer workflows".
The Tax & Accounting business grew 6% organically, supported by 18% growth in North American cloud software revenue. About 250 firms have subscribed to its new agentic AI modules, Wolters Kluwer said.
Its legal and regulatory division grew 5% organically, with recently acquired Libra AI being integrated with the company's European legal tools and rolled out to 10 countries.
Wolters Kluwer reiterated its full-year outlook and said it would raise product-development spending to between 12% and 13% of revenue this year to advance its AI strategy.
($1 = 0.8669 euros)

(Reporting by Leo Marchandon in Gdansk, editing by Milla Nissi-Prussak)
((leo.marchandon@thomsonreuters.com))