SKIL · Skillsoft Corp.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 9, 2026TL;DR. Skillsoft lowered its fiscal 2027 revenue guidance to $380–$390M (from $388–$406M) due to accelerating consumer weakness, while maintaining its adjusted EBITDA and free cash flow guidance and posting 34% adjusted EBITDA margin and improved GAAP net loss on completion of the Global Knowledge divestiture.
- + Adjusted EBITDA margin expanded to 34% from 31% on adjusted EBITDA of $33.4M, up 7% year-over-year
- + Maintained full-year fiscal 2027 adjusted EBITDA guidance of $108–$116M and free cash flow guidance of $14–$22M despite lower revenue outlook
- + Completed the sale of Global Knowledge, simplifying the business around the AI-native skills management platform
- + Dollar retention improved to 95% from 94% with expanding pipeline and AI platform booking target of $5M
- + Operating expenses declined 7% year-over-year to $64.8M (60% of revenue), reflecting go-to-market redesign
- − Q2 revenue declined 2.9% year-over-year to $98.2M with consumer weakness pressuring total results
- − Adjusted net income fell to $10.5M ($1.17/share) from $13.6M ($1.59/share) year-over-year
- − Q2 free cash flow was negative $20.5M and net debt of approximately $481M remains a stated top financial priority
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $33M | second quarter of fiscal 2027 | — |
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GAAP → non-GAAP reconciliationGAAP Adjusted net income 10.52M
+13.54M Interest expense, net
+5.66M Expense (benefit from) income taxes, excluding tax impacts above
+316K Depreciation
+3.39M Amortization of capitalized internally developed software
= Adjusted EBITDA 33.43M
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| Adjusted EBITDA margin non-GAAP | 34% | second quarter of fiscal 2027 | +0.0% |
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| Adjusted free cash flow (levered) non-GAAP | $19.27M | Six Months Ended July 31, 2026 | — |
| Adjusted net income non-GAAP | $20.72M | Six Months Ended July 31, 2026 | — |
| CAISY learners (year-over-year increase) | 23% | second quarter of fiscal 2027 | — |
| Free Cash Flow non-GAAP | -$20.5M | second quarter of fiscal 2027 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used in) operating activities -17.07M
-293K Purchase of property and equipment, net
-3.14M Internally developed software - capitalized costs
= Free cash flow -20.51M
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| Organizations using CAISY (year-over-year growth) | 9% | second quarter of fiscal 2027 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Education & Training Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SKIL
this stock
Skillsoft Corp.
|
$53.36M | -38.6% | -3.5% | — | 7.8% |
|
EDU
New Oriental Education & Technology Group Inc.
|
$8.75B | +0.7% | +15.5% | — | 2.0% |
|
TAL
TAL Education Group
|
$6.66B | +10.5% | +33.7% | — | 3.7% |
|
LAUR
Laureate Education, Inc.
|
$5.15B | +14.7% | +19.5% | 17.0 | 3.1% |
|
CVSA
Covista Inc.
|
$4.18B | +21.3% | +9.3% | 17.4 | 5.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SKIL | -4.0% | -12.2% | +5.4% | -0.9% | -38.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -3.8% | -11.7% | -6.8% | -1.8% | -51.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.