earnings
confidence high
sentiment neutral
materiality 0.80
Skillsoft Corp. Reports Fiscal Q4 and Full Year 2026 Results; Provides Fiscal 2027 TDS Segment Guidance
Skillsoft Corp.
- Q4 total revenue $131M vs $134M prior year; TDS revenue flat at $103M; net loss $37M ($4.19/share) vs $31M.
- Q4 Adjusted EBITDA $31M (24% margin) vs $30M (22%); Free Cash Flow $27M vs $13M.
- Full year fiscal 2026: total revenue $513M, net loss $140M, Adjusted EBITDA $110M, Free Cash Flow $6M.
- Next-gen Skillsoft Percipio Platform generally available with 15 new customers; AI skill benchmark completions up 994% YoY.
- Strategic review of Global Knowledge segment ongoing; fiscal 2027 TDS guidance: revenue $388-$406M, Adj EBITDA $108-$116M, FCF $14-$22M.
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