Skillsoft Corp Class A (SKIL)

Skillsoft Corp.'s stock has experienced fluctuations, trending down by 21.45% over the last six months but increasing by 27.94% in the past month, with over 100% gain over the last year. Q4 Fiscal 2025 earnings reported total revenue of $134 million, a slight decrease from the prior year, but Talent Development Solutions revenue increased by 1%. Q1 Fiscal 2026 earnings reported total revenue of $124 million, down 3% year-over-year, but the Talent Development Solutions segment grew by 1%. Q2 Fiscal 2026 earnings reported total revenue of $129 million, a 3% decrease year-over-year, with stable revenue in the Talent Development Solutions segment. On October 21, 2025, Apratim Purakayastha resigned from his role as GM, Talent Development Solutions.

Skillsoft Corp.'s Talent Development Solutions (TDS) business segment experiences cash flow seasonality, with the second fiscal quarter typically being the lowest free cash flow quarter. There is increased engagement in "on-the-go" learning during summer months. The Global Knowledge segment has been impacted by softer discretionary spending, suggesting that demand for these services can be more sensitive to economic conditions and potentially seasonal budget cycles.

Skillsoft Corp. is a global leader in corporate digital learning, providing personalized, interactive learning experiences and enterprise-ready solutions, operating primarily within the education and training services industry. Skillsoft's mission is to make skills accessible globally, fostering a culture of lifelong learning and enabling businesses to navigate the evolving landscape of work. The company's major products and solutions are delivered through Talent Development Solutions (TDS) and Global Knowledge (GK) segments, offering a range of learning solutions, including the AI-driven Percipio platform, virtual, in-classroom, and on-demand training, Codecademy, and Pluma.

Skillsoft Corp. has a significant global presence, serving customers in over 160 countries, including the United States, Other Americas, Europe, the Middle East, Africa, and the Asia-Pacific region. Approximately 65% of its revenue is generated from the United States, 26% from EMEA, and 9% from the rest of the world.

Skillsoft Corp. has maintained a positive brand reputation, driven by its focus on AI innovation, strategic partnerships, and industry recognition. Skillsoft was named "Overall eLearning Company of the Year" and recognized as a "Top AI in Training" company. The company launched the industry's first AI-Native Skills Intelligence Platform and reported significant increases in AI learners and learning hours. Skillsoft expanded its reach through partnerships with Salesforce and Year Up, and announced its availability in the AWS Marketplace. Skillsoft released its 2024 C-Suite Perspectives report and was named "Most Dedicated to Employee Growth".

Skillsoft Corp. is primarily owned by institutional shareholders and insiders. Institutional shareholders hold approximately 73.89% to 74.43% of the company's stock, while insiders hold a significant portion, around 15.84% to 772.94%. Major institutional owners include Naspers Ltd, Paradice Investment Management LLC, AREX Capital Management, LP, Lodbrok Capital LLP, Morgan Stanley, BlackRock, Inc., Vanguard Group Inc, Goldman Sachs Group Inc, and Geode Capital Management, Llc. Key individual insiders include Naspers Ltd, Zachary Sims, Michael Stuart Klein, and Karen G. Mills.