E-learning firm Skillsoft's Q3 revenue falls

Skillsoft

10/12/2025 21:19

Overview

E-learning platform's fiscal Q3 revenue fell 6% yr/yr

Company announced review of strategic alternatives for Global Knowledge segment

Company launched AI-native Skillsoft Percipio Platform

Outlook

Skillsoft maintains full-year guidance for TDS revenue at $400 mln - $410 mln

Skillsoft expects TDS adjusted EBITDA of $112 mln - $116 mln for fiscal 2026

Result Drivers

AI INTEGRATION - AI now drives over half of Skillsoft's design, curation, and production work, enhancing operational efficiency and customer value, according to CEO Ron Hovsepian

PERCIPIO PLATFORM LAUNCH - Skillsoft launched the AI-native Percipio Platform, aimed at enhancing skills intelligence for the human + AI era

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
$129 mln
Q3 EPS
-$4.74
Q3 Net Income
Miss
-$41 mln
-$8.10 mln (1 Analyst)
Q3 Adjusted EBITDA
Miss
$28 mln
$30.50 mln (1 Analyst)

Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the professional & business education peer group is "buy."

Press Release: ID:nBw1hR619a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)