earnings
confidence high
sentiment negative
materiality 0.75
Skillsoft Q2 revenue $129M (-3% YoY); guides FY revenue down, maintains EBITDA target
Skillsoft Corp.
- Revenue $129M (-3% YoY); TDS flat $101M, GK $28M (-10% YoY).
- GAAP net loss $24M ($2.78/sh) vs $40M ($4.84) prior year; Adj. EBITDA $28M (22% margin).
- Revises FY2026 revenue guidance to $510M-$530M; maintains EBITDA $112M-$118M.
- Free cash flow -$23M quarter, positive $4M YTD; cites federal and live training softness.
- 4th consecutive TDS enterprise revenue growth; AI learner hours +158%; AWS Marketplace launch.
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