Financial Data and Key Metrics Changes - Revenue for the fourth quarter was $133.8 million, down approximately 2.8% year-over-year, while total revenue for the full year was $531 million, down approximately 4% year-over-year [35][51] - Adjusted EBITDA for the fourth quarter was $29.9 million, representing 22% of revenue, up from $28.3 million or 21% of revenue in the prior year [41] - The company reported a gap net loss of $31.1 million in the fourth quarter, compared to a gap net loss of $245.3 million in the prior year [42] Business Line Data and Key Metrics Changes - Talent Development Solutions (TDS) revenue was $102.8 million in the fourth quarter, up 1% year-over-year, and $405.5 million for the full year, essentially flat to FY24 [31] - Global Knowledge revenue was $30.9 million in the fourth quarter, down approximately 13% year-over-year, with full-year revenue of $125.4 million, down approximately 15% year-over-year [34] Market Data and Key Metrics Changes - The company reported a dollar retention rate (DRR) of 105% for the fourth quarter, leading to a full-year DRR of 100%, a 200 basis point improvement from the previous quarters [8][33] - The market served by the company is estimated to be over $400 billion, with a focus on the talent development lifecycle within the enterprise market segment [12][13] Company Strategy and Development Direction - The transformation strategy focuses on two key objectives: fixing the basics and investing to grow, with a targeted shift of up to 20% of resources into the enterprise market segment [10][11] - The company aims to return to growth in FY26 while generating positive free cash flow, with a commitment to drive at least $45 million in annualized expense reduction [15][16] Management's Comments on Operating Environment and Future Outlook - Management is closely monitoring the macroeconomic environment and potential impacts of evolving government policies, but has not seen any material impact on business so far [7][62] - The company expects revenue for FY26 to be between $530 million and $545 million, with adjusted EBITDA of $112 million to $118 million [51][52] Other Important Information - The company generated $17.7 million in cash flow from operations in Q4, resulting in free cash flow of $13.2 million, compared to $5.4 million in the prior year [46] - Total gross debt was $581 million at the end of Q4, down from approximately $591 million at the end of Q3, with a reduction in gross debt leverage from six times to 5.3 times [50] Q&A Session Summary Question: Impact of recent tariff news on customer base - Management noted that as a federal contractor, they have not seen any material impact due to their preparedness and collaboration with federal agencies [62][63] Question: Guidance for growth in FY26 - The outlook reflects current business operations, acknowledging a fluid environment that may impact future performance [71][72] Question: Margin improvement in EBITDA guidance - Management indicated that while revenue is expected to grow, margin expansion may not be significant in the near term due to various factors affecting profitability [74][75] Question: Dynamics of large deal activity - The company reported strong performance in securing large deals, with significant contributions from top customers [88][109] Question: Global Knowledge margin contribution decline - Management attributed the decline to a mix issue and indicated plans to improve the margin profile in FY26 [110][112] Question: Durability of dollar retention rate improvements - Management expressed confidence in the durability of the DRR improvements, supported by long-term contracts and ongoing resource shifts [116][121] Question: Seasonality of the business - Management confirmed that Q1 is typically the smallest quarter, and this seasonality is expected to continue in FY26 [124][125]

Skillsoft Corp. (SKIL) came out with quarterly earnings of $2.11 per share, beating the Zacks Consensus Estimate of a loss of $2.05 per share. This compares to loss of $3.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 202.93%. A quarter ago, it was expected that this company would post a loss of $3.01 per share when it actually produced a loss of $1.82, delivering a surprise of 39.53%.Over the last four quarters, the compa ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38960 Skillsoft Corp. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

Exhibit 99.1 Skillsoft Reports Financial Results for the Fourth Quarter and Full Year of Fiscal 2025 BOSTON – April 14, 2025 – Skillsoft Corp. (NYSE: SKIL) ("Skillsoft" or the "Company"), the platform that empowers organizations and learners to unlock their full potential, today announced its financial results for the fourth quarter and full fiscal year ended January 31, 2025 and provided its financial outlook for full year fiscal 2026. Fiscal 2025 Fourth Quarter Select Metrics and Financials from Continuin ...

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Skillsoft Corp. (NYSE:SKIL) Q3 2025 Earnings Conference Call December 10, 2024 5:00 PM ET Company Participants Stephen Poe - IR Ron Hovsepian - Executive Chair and Principal Executive Officer Richard Walker - CFO Conference Call Participants Ken Wong - Oppenheimer Operator Thank you for standing by and welcome to Skillsoft's Third Quarter Fiscal 2025 Results Conference Call. At this time, all participants are in a listen-only mode. After the speakers present, there will be a question-and-answer session. Ple ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38960 Skillsoft Corp. (Exact name of registrant as specified in its charter) Delaware 83-4388331 (State or other juris ...

Exhibit 99.1 Skillsoft Reports Financial Results for the Third Quarter of Fiscal 2025 ● Raises and tightens fiscal year 2025 revenue outlook ● Continued strong growth in Adjusted EBITDA and margin expansion ● Generated positive free cash flow in the quarter ● Delivering on strategic transformation initiatives laid out at July Investor Day BOSTON – December 10, 2024 – Skillsoft Corp. (NYSE: SKIL) ("Skillsoft" or the "Company"), a leading platform for transformative learning experiences, today announced its f ...

Skillsoft Corp. (SKIL) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The ...

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