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Skillsoft (SKIL) investor relations material
Skillsoft Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Dec, 2025
Executive summary
Transformation since August 2024 prioritized revenue inflection, growth, and profitability, with a strategic pivot to talent development and AI-driven solutions, including the launch of the next-generation AI-native Percipio Platform and signing of major enterprise customers.
AI now drives over half of content design, curation, and production, enhancing operational efficiency and customer value.
Strategic review of the Global Knowledge (GK) segment concluded a partnership-driven model is preferable due to ongoing financial underperformance and negative impact on revenue, earnings, and cash flow.
Net loss widened to $41.3 million for the quarter, mainly due to a $20.8 million non-cash goodwill impairment in the GK segment.
Management is implementing cost reduction initiatives, including workforce reductions and facility consolidations, to align expenses with market conditions.
Financial highlights
Total Q3 revenue was $129 million, down 6% year-over-year, with TDS revenue at $100.8 million (down 2%) and GK revenue at $28 million (down 18%).
Adjusted EBITDA was $28 million (21.7%–22% margin), down 12% from $31.9 million last year.
Free cash flow for Q3 was negative $23.6 million, compared to $4.1 million last year, impacted by seasonality, delayed collections, and external disruptions.
Net loss per share was $(4.74) for the quarter, compared to $(2.86) in the prior year.
Cash and cash equivalents at quarter-end were $74.6 million.
Outlook and guidance
Withdrawing consolidated guidance due to GK review; TDS full-year revenue expected between $400–$410 million and adjusted EBITDA between $112–$116 million (28% margin).
Fiscal 2026 free cash flow expected between $0–$5 million, lower than prior guidance due to GK performance and related costs.
Platform general availability and updated branding set for Q1 FY 2027, with growth initiatives underway.
Management anticipates sufficient liquidity for at least the next twelve months, supported by cash on hand and available credit facilities.
Transformation initiatives and cost reductions are expected to support profitability and margin stability.
Quantify GK's impact on consolidated FCF?
How will the new platform drive TDS growth?
What is AI's impact on content creation costs?
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Q4 202615 Apr, 2026
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Skillsoft Corp is an educational technology company offering corporate digital learning and training solutions. Its platform provides content in leadership, technology, compliance, and workplace development through online courses, books, and certifications. The company serves global enterprises and government organizations. Skillsoft Corp is headquartered in Nashua, New Hampshire, and its shares are listed on the NYSE.
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