Skillsoft Corp (SKIL)
NYSE:SKIL
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Earnings Data
Report Date
Sep 15, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.83Last Year’s EPS
0.92Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced mix of encouraging operational progress and continued financial challenges. Positive signals include improving quarterly dollar retention (105%), margin expansion to 28.2%, expense reductions, positive adjusted net income, platform adoption acceleration (67% QoQ growth in new platform deals), and a clearer strategic focus following the planned GK divestiture. Offsetting these positives are a year-over-year revenue decline (~4.7%), a steep 21% drop in the consumer business, delayed revenue from labor-based services, near-term liquidity pressure and transaction costs related to the GK sale, flat adjusted EBITDA versus prior year, and material debt that must be refinanced. Management maintained full-year guidance and emphasized debt refinancing and simplification as top priorities, but execution risk remains around GK transition timing, short-term cash impacts, and refinancing outcomes.Company Guidance
Revenue and Continuing Operations Results
Total revenue of $94.5M in Q1 FY27, down 4.7% year-over-year (management previously described as ~5% decline); results reflect continuing operations after Global Knowledge was classified as discontinued.
Dollar Retention Improvement
Quarterly dollar retention rate (DRR) improved to 105% in Q1 (from 91% in Q1 FY26). Last twelve months (LTM) DRR was 98% versus 99% prior-year quarter, signaling stronger recent retention momentum.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA from continuing operations was $26.6M (flat vs $26.8M prior year) with margin improving to 28.2% from 27.1% year-over-year.
Profitability and GAAP Loss Improvement
GAAP net loss from continuing operations narrowed to $18.7M (Q1) from $29.6M prior-year; GAAP net loss per share improved to $2.12 from $3.56. Adjusted net income was $10.2M ($1.16 per share) versus $9.5M ($1.15) prior year.
Cost and Expense Reductions
Adjusted total operating expenses were $67.9M, down $4.5M or 6.2% year-over-year. Selling & marketing down ~8.4% YoY ($26.3M), and G&A down ~13.7% YoY ($13.2M). Cost of revenue was $15.7M (16.7% of revenue), down ~3.3% YoY.
Platform Adoption and Sales Momentum
New platform customer agreements grew 67% quarter-over-quarter (from 15 to 25). Management reported stronger bookings, expanding pipeline (cited ~$60M+ pipeline), larger average deal sizes and specific customer wins demonstrating strategic, enterprise-level adoption.
Cash, Debt and Liquidity Trends
Cash and restricted cash of $118M at quarter end; consolidated free cash flow of $25.4M (Q1) vs $26.2M prior year. Gross debt modestly reduced to $576M (from ~$580M) and net debt improved to ~$457M (from ~$481M). Full-year guidance unchanged: revenue $388M-$406M; adjusted EBITDA $108M-$116M (~28% of revenue); free cash flow $14M-$22M.
Strategic Simplification and AI Product Investments
Announced agreement to divest Global Knowledge (expected Q2 close) to sharpen focus on AI-native skills management. Product releases include AI-powered skills visibility dashboard, LX Design Studio and other skills intelligence capabilities; firm emphasizes differentiated skills ontology and enterprise AI upskilling offerings.
SKIL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SKIL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 09, 2026 | $6.13 | $5.29 | -13.70% |
Apr 07, 2026 | $4.41 | $3.88 | -12.02% |
Dec 10, 2025 | $7.71 | $6.05 | -21.53% |
Sep 09, 2025 | $15.00 | $13.64 | -9.07% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Skillsoft Corp (SKIL) report earnings?
Skillsoft Corp (SKIL) is schdueled to report earning on Sep 15, 2026, After Close (Confirmed).
What is Skillsoft Corp (SKIL) earnings time?
Skillsoft Corp (SKIL) earnings time is at Sep 15, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SKIL EPS forecast?
SKIL EPS forecast for the fiscal quarter 2027 (Q2) is 0.83.