Skillsoft Corp (SKIL)
NYSE:SKIL
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Earnings Data
Report Date
Jun 10, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
0.3Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful progress on strategic transformation, cost reduction, product development and notable AI-driven engagement gains, combined with improved adjusted EBITDA and positive free cash flow. However, challenges remain: parts of the top line declined (notably Global Knowledge and consumer), GAAP losses widened due to impairments and restructuring, retention/upgrade rates have softened versus a strong prior-year comp, and macro/geopolitical factors are creating booking and divestiture uncertainties. On balance, operational improvements, margin expansion and early platform traction outweigh the medium-term revenue and geopolitical headwinds.Company Guidance
Strategic transformation and AI-native repositioning
Completed a strategic transformation to reposition Skillsoft as an AI-native skills platform, emphasizing three core assets—content, platform and data—and announced a new AI-native Percipio platform (announced Sept, GA in Feb).
Cost reductions and reinvestment
Reduced gross costs by approximately $45 million and reinvested roughly half into go-to-market capabilities and AI-driven product innovation, improving capital allocation discipline.
Strong product progress and early customer traction
Advanced product roadmap (upgraded CAISY, general availability of new platform) and secured 15 paying customers for the new platform while using it internally to refine the product and accelerate learning.
Material AI engagement growth
Large YoY increases in AI usage metrics: AI skill benchmark completions +994% YoY, AI content completions +261% YoY, AI Journey completions +222% YoY, CAISY learners +146% YoY and CAISY launches/engagement +341% YoY—indicating meaningful user adoption.
Improved adjusted EBITDA and margins
Adjusted EBITDA of $31.2M in Q4, up ~4% YoY, with adjusted EBITDA margin of 23.9% vs 22.4% in prior year; TDS contributed approximately $33M to EBITDA and drove most of the improvement.
Positive free cash flow and balance sheet progress
Free cash flow for the quarter was $26.5M (vs $13.2M prior year); full-year free cash flow turned positive (~$6.5M, just above the high end of expectations). Cash and equivalents of $104.5M and net debt reduced slightly to ~$474M from ~$477M year-over-year.
Expense efficiency gains
Year-over-year expense improvements: content & software development down ~5% YoY, selling & marketing down ~5.6% YoY, G&A down ~13% YoY; total operating expenses down $4.3M or 4.2% YoY, enabling reinvestment in growth areas.
Forward-looking TDS guidance with strong margin profile
TDS FY2027 guidance: revenue $388M–$406M and adjusted EBITDA $108M–$116M (~28% margin). TDS free cash flow guidance $14M–$22M (excluding Global Knowledge).
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 |
|---|---|---|---|
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% |
Jun 09, 2025 | $18.22 | $17.59 | -3.46% |
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 Jun 10, 2026, After Close (Confirmed).
What is Skillsoft Corp (SKIL) earnings time?
Skillsoft Corp (SKIL) earnings time is at Jun 10, 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 (Q1) is 0.05.