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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
(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.)