Skillsoft (US:SKIL) ZACKS·2025-09-08 17:01Core Insights - Skillsoft (SKIL) is set to release its second-quarter fiscal 2026 results on September 9, after market close, and has consistently surpassed the Zacks Consensus Estimate in the past four quarters with an average earnings surprise of 93.8% [1] Group 1: Q2 Expectations - The Zacks Consensus Estimate for Skillsoft's revenues is $129.2 million, indicating a 2.3% decline compared to the same quarter last year [2][9] - The Talent Development Solutions segment is expected to show revenue growth due to strong AI capabilities and recent product launches, such as the Percipio certification dashboard and Codecademy [4][9] Group 2: Macroeconomic Factors - The U.S. annual inflation rate remained stable at 2.7% in June and July, up from 2.4% in May, but the implementation of tariffs may increase the cost of goods sold, potentially raising inflation and leading to reduced government spending [3] - These macroeconomic conditions are anticipated to negatively impact the Global Knowledge segment, particularly due to a decline in U.S. public sector discretionary live learning spending [3] Group 3: Earnings Prediction Model - The current model does not predict an earnings beat for Skillsoft, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating a hold position [5][6]