Skillsoft Q4 revenue falls, net loss widens

Skillsoft

07/04/2026 21:14

Overview

AI skills management platform's Q4 revenue declined yr/yr to $131 mln

Adjusted EBITDA margin for Q4 improved to 24%, free cash flow rose

Net loss widened in Q4; company continues strategic review of Global Knowledge segment

Outlook

Skillsoft sees fiscal 2027 TDS segment revenue between $388 mln and $406 mln

Company expects fiscal 2027 TDS segment adjusted EBITDA of $108 mln to $116 mln

Skillsoft projects fiscal 2027 TDS segment free cash flow of $14 mln to $22 mln

Result Drivers

TDS SEGMENT - Co said strong performance in Talent Development Solutions segment drove margin expansion and free cash flow

GLOBAL KNOWLEDGE WEAKNESS - Global Knowledge segment revenue declined and remains under strategic review

AI PLATFORM ADOPTION - Co highlighted increased adoption and utilization of new AI-driven learning solutions and next-generation platform

Company press release: ID:nBw89fkFda

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$131 mln
Q4 EPS
-$4.19
Q4 Net Income
Miss
-$37 mln
$11.16 mln (1 Analyst)
Q4 Adjusted EBITDA
Miss
$31 mln
$33.40 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."

The stock recently traded at 1 times the next 12-month earnings vs. a P/E of 2 three months ago

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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.)