Skillsoft's earnings call revealed positive developments such as improved profitability, free cash flow, and growth in the TDS segment. Strategic leadership additions and product innovations also signal a forward-looking approach. However, challenges remain with declines in Global Knowledge revenue and macroeconomic uncertainties impacting discretionary spending. Overall, the company is optimistic about achieving its full-year guidance, assuming market stabilization.

Company Guidance

During the first quarter of Fiscal 2026 results call, Skillsoft reiterated its full-year guidance, projecting revenue between $530 million to $545 million and adjusted EBITDA in the range of $112 million to $118 million. Despite macroeconomic uncertainties affecting discretionary spending and elongating decision-making, Skillsoft's Talent Development Solutions (TDS) segment experienced a 1% year-over-year revenue increase to $99.1 million, with a TDS last twelve months (LTM) dollar retention rate of 99%. Conversely, Global Knowledge revenue was down by 15.7% year-over-year to $25.1 million due to decreased public sector discretionary spending. Skillsoft achieved improved profitability, with adjusted EBITDA rising to $22.1 million or 17.8% of revenue, up from $18.9 million or 14.8% of revenue in the previous year. The company generated $31.3 million in cash flow from operations, resulting in a positive free cash flow of $26.2 million for the quarter. Skillsoft remains confident in achieving positive free cash flow for the full fiscal year, estimating between $13 million to $18 million.

Improved Profitability and Positive Free Cash Flow

Adjusted EBITDA of $22.1 million or 17.8% of revenue was up from $18.9 million or 14.8% of revenue in the prior year. Free cash flow improved significantly to $26.2 million from $10.4 million in the prior year period.

Growth in Talent Development Solutions (TDS)

Revenue for TDS was $99.1 million, up 1% year-over-year, marking three consecutive quarters of revenue growth.

Strategic Leadership Additions

Introduction of John Frederick as the new CFO and Raianne Reiss as the new CMO, aimed at enhancing financial and marketing strategies.

Product Innovations and Expansions

Skillsoft's AI-powered coach CAISY is now available in over 40 languages. The Percipio certification dashboard was launched, enhancing learner tracking and engagement.

Skillsoft (SKIL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SKIL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2026 (Q2)	-2.10 / -	-2.4	―	―	―
Jun 09, 2025	2026 (Q1)	-2.65 / 0.30	-3.37	108.90% (+3.67)
Apr 14, 2025	2025 (Q4)	-2.05 / 2.11	-3.09	168.28% (+5.20)
Dec 10, 2024	2025 (Q3)	-3.00 / -1.82	-2.82	35.46% (+1.00)
Sep 09, 2024	2025 (Q2)	-2.94 / -2.40	-3.6	33.33% (+1.20)
Jun 10, 2024	2025 (Q1)	-3.47 / -3.37	-3.684	8.52% (+0.31)
Apr 15, 2024	2024 (Q4)	-3.24 / -3.09	-4.168	25.86% (+1.08)
Dec 05, 2023	2024 (Q3)	-3.67 / -2.82	-3.734	24.48% (+0.91)
Sep 11, 2023	2024 (Q2)	-3.72 / -3.60	-15.6	76.92% (+12.00)
Jun 06, 2023	2024 (Q1)	-4.50 / -3.68	-3	-22.80% (-0.68)

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, 2025	$18.22	$17.59	-3.46%
Apr 14, 2025	$17.45	$21.29	+22.01%
Dec 10, 2024	$14.72	$18.44	+25.27%
Sep 09, 2024	$15.00	$12.54	-16.40%

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 (SKIL) report earnings?

Skillsoft (SKIL) is schdueled to report earning on Sep 09, 2025, After Close (Confirmed).

What is Skillsoft (SKIL) earnings time?

Skillsoft (SKIL) earnings time is at Sep 09, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SKIL EPS forecast?

SKIL EPS forecast for the fiscal quarter 2026 (Q2) is -2.1.

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